Financial Analyst - Corporate Forecast (Hybrid)

Job Description

Financial Analyst - Corporate Forecast (Hybrid)

Primary Duties & Responsibilities

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.

Role Overview

Could you be our nextFinancial Analyst - Corporate Forecast? Globe Life is looking for aFinancial Analyst - Corporate Forecast to join the team!

In this role, you will be responsible for developing and maintaining complex financial models based on an assessment and understanding of key drivers and assumptions. You will generate financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life's Board of Directors, and other stakeholders.

Additionally, you will evaluate the financial impact of key strategic initiatives and serve as the finance lead for projects. This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability.

This is a hybrid position located in McKinney, Texas.

What You Will Do

• Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance.
• Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance.
• Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast.
• Identify, design, and implement enhancements to existing forecasting and reporting processes and systems.
• Support the development of corporate strategic business analysis and insights for executive talking points.
• Develop capital planning models, reports, and templates.
• Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI.
• Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking.
• Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities.
• Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s).
• Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues.
• Serve as an active member of project/initiative teams – capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes.
• Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large-scale enterprise initiatives.
• Identify and recommend process improvements that significantly reduce workloads and reporting redundancies.
• Develop the financial business cases for presentation to senior leadership.
• Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results.
• Mentor and train other members of the Corporate Financial Planning & Analysis team.
• Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives.
  
  

What You Can Bring

• Bachelor’s degree in Finance, Accounting, or Economics with progressive technical and operational business experience.
• 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry.
• Holding or actively working towards a CPA, CFA, or MBA is a plus.
• Demonstrated knowledge of corporate financial planning, reporting, and analysis.
• Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy.
• Proven experience in building complex financial models that forecast a company’s income statement, balance sheet, and cash flow.
• Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
• Balances data and information, making decisions based on both a sense of what is correct and logical.
• Ability to clearly communicate compelling messages to senior leaders and partners.
• Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business.
• Demonstrates strong initiative with the ability to work independently, identify issues, and succinctly present solutions.
• Balances a high sense of urgency with presenting detailed and accurate financial information.
• Takes initiative and is not satisfied with the status quo.
• Leads and actively participates in team meetings and is involved in developing individual and team project plans.
• Demonstrates a willingness to persist when faced with obstacles or adversity.
• Willingness to accommodate the rigor of the annual and quarterly reporting cycle.
• Expert-level Microsoft Excel with an aptitude in financial modeling, planning systems, and reporting for analysis.
• Experience with corporate performance management software solutions Anaplan is a plus.
• Experience with data visualization software (Power BI or Tableau) is a plus.
  
  

Applicable To All Employees of Globe Life Family of Companies:

• Reliable and predictable attendance of your assigned shift.
• Ability to work full time and/or part time based on the position specifications.
  
  

How Globe Life Will Support You

Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work, but thrive at Globe Life:

• Competitive compensation designed to reflect your expertise and contribution.
• Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
• Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
• Paid holidays and time off to support a healthy work-life balance.
• Parental leave to help our employees welcome their new additions.
• Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
• Company-paid counseling for assistance with mental health, stress management, and work-life balance.
• Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
• Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
  
  

Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.