Analyst, Financial Planning & Analysis

Company Summary

Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good.

Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.

We invite you to explore what we have to offer and to join our cause.

 

Analyst, Financial Planning & Analysis

This position is a key role on our Financial Planning and analysis team. Key responsibilities include financial analysis and reporting, financial and operational metrics, and financial forecasts. Incumbent will also assist with other finance projects as needed, including cost benefit analysis for projects. The successful candidate will have strong analytical and communication skills and be able to build relationships across the organization. 

Essential Duties & Responsibilities:

• Monthly detailed expense analysis and timely reporting
• Provide recommendations and pro-active solutions to address business needs
• Leverage technology tools to automate and improve existing processes and reporting
• Integrate benchmarking into analysis process to influence key business decisions
• Metric design, reporting and analysis
• Cost benefit analysis on strategic projects
• Forecasting and planning for earnings and expenses
• Assist with other finance related projects as needed

 

Job Requirements:

• Bachelor's Degree in an applicable business field such as Finance, Accounting
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Ability to manage multiple priorities in a fast paced, changing environment
• Ability to work independently as well as participate effectively on teams
• Excellent written and verbal communication skills
• Must be authorized to work in the United States and able to pass background check for securities license

 

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!

 

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.  National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.    National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. National Life Group 1 National Life Dr Montpelier, VT 05604

#LI-DO

#LI-HYBRID