Sr. Financial Analyst
Globe Life Inc.

McKinney, Texas

This job has expired.


Job Description:

Sr. Financial Analyst

Primary Duties & Responsibilities

The Sr. Financial Analyst will assist in the design, development and on-going management of the planning and budgeting processes, reporting and adhoc analysis. This position will report directly to the Sr. Manager, Financial Planning and Analysis. The position will entail a variety of responsibilities, including, but not limited to, providing assistance with budgeting, forecasting, financial analysis, building financial models, automating management reporting, and ad-hoc analysis. This role will be an individual contributor and will not have direct management responsibilities.

  • Support the development of high quality and accurate annual operating plans, long-term forecasts, and quarterly revision.
  • Research and provide a comparison of actual to plan, prior quarter and prior year, as well as clear and concise variance explanations that highlight risks and opportunities.
  • Develop a deep knowledge of the business by engaging with the business areas as a partner in thoughtful conversations about their specific areas of operation and planning assumptions.
  • Develop and monitor KPIs and identify the causes of any unexpected variances.
  • Manipulate and analyze large transactional data sets, interpret and summarize the data for metrics reporting and business insights highlighting trends and anomalies for executive management.
  • Support the development of an integrated financial planning model and reporting dashboards leveraging the Anaplan planning software and data from across the organization.
  • Serve as a resource to team members and applicable stakeholders on ad-hoc financial analysis assignments and projects.
  • Identify and recommend process improvements that significantly reduce workloads and reporting redundancies.
  • Use data analytics to draw conclusions and present financial and operational insights in an effort to support timely executive level decision-making.
  • Assist in development and implementation of change management activities related to system implementations, planning workflow and automation of reporting.

Required Skills
  • Experience with statistical, analytics and database software preferred (SQL, SAS)
  • Experience with corporate performance management software solutions, Anaplan preferred
  • Proven analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
  • Embraces new technologies quickly and applies new technology solutions to everyday tasks
  • Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines
  • Ability to analyze, synthesize and evaluate information to support decisions
  • Demonstrates Initiative by proactively identifying what needs to be done
  • Effective communicator with strong interpersonal verbal and written skills
  • Strong customer focus ensuring resolution of issues while striving to create the best experience for all stakeholders
  • Demonstrates strong initiative with the ability to work independently, identify issues and succinctly present solutions
  • Balances a high sense of urgency with presenting detail-oriented and accurate financial information
  • Experience building and maintaining complex financial models leveraging large data sets

Applicable to all employees of Globe Life & Accident and its subsidiaries:
  • Reliable and predictable attendance of your assigned shift
  • Ability to work full time and/or part time based on the position specifications.

Required Knowledge & Experience
  • Bachelor degree in Business, Accounting, Finance, or Economics
  • Accounting and finance experience in financial services industry a plus
  • Minimum 5-7 years of experience in a large corporate environment with responsibilities in areas of budgeting, forecasting, financial modeling and operational expense management is required
  • Expert level Microsoft Excel with an aptitude in systems and financial modeling


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