- Directs and facilitates the compilation of the consolidated financial projections, sales forecasts, metrics, KPIs and GAAP and Statutory basis annual Financial Plan.
- Identifies and resolves issues to ensure the financial planning process is managed appropriate to meet deadlines.
- Participates in development and analysis of financial results.
- Designs and develops Executive and Board Meeting presentations related to the Plan and other executive presentation material as directed.
- Supports other strategic initiatives and projects as requested.
- Develops partnerships within the organization for collaboration and effective management reporting.
- Additional duties as required.
- Bachelor's Degree with a focus in Finance or Accounting or equivalent experience required.
- MBA or candidate, strategy, and consulting experience welcome.
- 4-7 years of related experience required. Insurance GAAP and Statutory accounting financial experience preferred but not required.
- Strong interpersonal and organizational skills.
- Strong financial modeling skills.
- Strong communication skills.
- Ability to work independently and demonstrate self-starter aptitude.
- Understanding of project management techniques.
- Extensive experience with insurance company financial planning processes.
- Ability to work collaboratively with others.
- Utilization of technology such as Oracle, wDesk, Power BI, preferred.
- Opportunity to work directly with C-Suite, as well as Rating Agency and Board exposure.
- Our company motto is Fulfilling Life and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
- Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
- Were committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
- A total rewards package with all the comprehensive health and welfare benefits youd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
- Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.
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Financial Planning - Lincoln, United States - Ameritas
Description
This role could be hybrid (preferred) or remote based on proximity to an office location.
Ameritas is seeking a Financial Planning & Analysis Manager with strong interpersonal and organizational skills, an understanding of project management techniques, and a strong insurance company GAAP and Statutory accounting financial background to lead the coordination of the annual consolidated financial plan.
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
What you do
What you bring
What We Offer
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, were committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Salary Range: $ $114,541 - $142,636
