Financial Analyst – Distribution Finance, Agency Finance

Our team is responsible for monitoring the financial health of our national sales force – providing insight, monitoring trends and reporting detailed data to business leaders. This position provides financial support to key business partners across the organization including financial planning and analysis, financial and operational metrics, and financial forecasting. A successful analyst will have strong analytical and communication skills, the ability to solve problems, and be able to build relationships across the organization. This position will work as part of a team on the day-to-day enterprise distribution finance processes and have the ability to work autonomously in a fast-paced and dynamic environment.

Key Responsibilities

• Provide Field Leadership with analysis, reporting and strategic guidance
• Quarterly and annual financial review of operating results for business areas with an annual operating budget of $69 million
• Assist in development, implementation and execution of the company’s strategic and financial planning process
• Analyze and implement constant improvement to business processes for effectiveness and efficiency, and update documentation accordingly
• Provide support and analysis to various projects as requested
• Provide recommendations and proactive solutions to address business needs
• Support continuous improvement and operational efficiencies
• Prepare ad hoc, weekly, monthly, quarterly and annual company and distribution metric reports
• Build cross-functional partnerships and collaborates with other business units throughout the organization to maintain financial consistency and awareness
• Establish effective working relationships with field leaders
• Models Servant Leadership Tenants in all aspects

Job Requirements

• Bachelor’s degree in Accounting, Finance, or related field required
• 2-4 years of insurance industry related experience desired
• Master’s degree, CFA, or CPA certification preferred
• LOMA 281/291 must be completed within 6 months – sponsorship provided
• Strong knowledge of MS Word, Excel and Access
• Strong knowledge of visualization tools such as Tableau, Business Objects or equivalent.
• Proven ability to work in fast-paced environment
• Proven ability to be successful in a flexible, changing environment
• Ability to work independently with high quality and timely results
• Must be able to pass a background check

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 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.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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