Job Description

Job Description

We are seeking a Financial Specialist to join our team supporting the Third-Party Distribution (TPD) and New Markets (NM) businesses while driving forward our annuity P&L analysis. The TPD & NM organization markets life insurance, annuities, and disability income.

Our FP&A team thrives on collaboration and is grounded in accountability, agility, inclusivity, and business acumen. Team members are expected to communicate effectively, demonstrate courage in challenging situations, and take an inquisitive approach that gets to the heart of issues.

In this role, your financial insights will directly shape business strategies and enable data-driven decision-making. You will partner closely with business leaders and CFO colleagues to provide actionable analysis and clear recommendations.

Key Responsibilities

• Build and maintain strong working relationships with business partners and CFO peers.
• Analyze sales, cash flows, AUM, unit costs, sources of earnings, and other financial drivers used by leadership.
• Collaborate with partners to ensure accurate forecasting of key business assumptions.
• Exercise financial stewardship to manage spend and influence direct unit costs.
• Contribute to business growth and efficiency initiatives with strong financial and business acumen.
• Perform and present financial analyses in collaboration with internal stakeholders.
• Review forecasts, initiative assumptions, and cost-benefit analyses to help prioritize high-value initiatives.
• Translate business results into clear narratives that explain performance drivers and key metrics.
• Partner with the Controllers team to validate accuracy of monthly results by channel/product.
• Collaborate with the Strategic Expense Management team on forecasting and management reporting.
• Develop expertise in business channels and use that knowledge to enhance financial commentary.
• Support the implementation of the FP&A target operating model, tailoring change management efforts to business needs and identifying opportunities for process improvement.

Minimum Qualifications

• 5+ years of experience providing financial support in a large, complex corporate environment.
• Strong ability to analyze and communicate business performance using data, with experience leveraging BI tools (e.g., Alation, Microstrategy, SQL).
• Advanced skills in Microsoft Excel and PowerPoint.
• Intellectual curiosity and drive to continuously deepen business and financial knowledge.
• Demonstrated ability to influence and partner with leaders, using financial insights to guide decision-making.

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