Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance.
Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance.
Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast.
Identify, design, and implement enhancements to existing forecasting and reporting processes and systems.
Support the development of corporate strategic business analysis and insights for executive talking points.
Develop capital planning models, reports, and templates.
Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI.
Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking.
Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities.
Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s).

Bachelor’s degree in Finance, Accounting, or Economics with progressive technical and operational business experience.
2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry.
Holding or actively working towards a CPA, CFA, or MBA is a plus.
Demonstrated knowledge of corporate financial planning, reporting, and analysis.
Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy.
Proven experience in building complex financial models that forecast a company’s income statement, balance sheet, and cash flow.
Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
Ability to clearly communicate compelling messages to senior leaders and partners.
Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business.

Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.

Financial Analyst – Corporate Forecast

About this role