Financial Analyst

Overview

A leading financial services organization is seeking a Senior Financial Analyst II to join their Sales Reporting and Analysis team. This role focuses on supporting data-driven decision-making for life insurance and annuity product lines by leveraging advanced analytics and modern data platforms.

Responsibilities

• Develop and maintain comprehensive financial and profitability analytics for life insurance and annuity products across various distribution partners.
• Extract, transform, and analyze large datasets using SQL and cloud-based platforms such as Snowflake to support reporting, forecasting, and strategic insights.
• Design and build scalable data models and datasets to facilitate dashboards, automation, and ad hoc analyses.
• Ensure data accuracy and consistency across multiple sources.
• Collaborate with Product, Distribution, and Finance teams to analyze product performance metrics, compensation structures, and sales trends.
• Support the development and refinement of profitability models, including revenue streams, expenses, and distribution partner economics.
• Translate complex business questions into data-driven analyses and present findings to senior stakeholders.
• Identify opportunities to streamline data processes, automate reporting workflows, and improve overall data quality to enhance operational efficiency and decision-making.

Requirements

• Over 8 years of experience in finance, analytics, or related fields.
• Bachelor’s degree in Finance, Accounting, Economics, or a quantitative discipline; MBA or advanced degree preferred.
• Expertise in life insurance and annuity products, including understanding of product mechanics and distribution channels.
• Advanced proficiency in SQL with hands-on experience querying large datasets.
• Experience working with cloud-based data platforms such as Snowflake or similar.
• Familiarity with data transformation and visualization tools like Tableau, Power BI, or Alteryx.
• Strong analytical, problem-solving, and critical thinking skills.
• Excellent communication skills to translate complex data into clear business insights.
• Ability to work independently with accountability and a proactive mindset.
• Leadership experience, including mentoring junior team members and influencing cross-team decisions.

Preferred Skills

• Financial analysis
• Data analysis
• Financial modeling
• Business intelligence

Compensation & Benefits

• Comprehensive medical, dental, and vision coverage starting from day one.
• Wellbeing Reimbursement Accounts supporting physical, emotional, and social health.
• Generous paid time off including vacation days, holidays, and financial planning time off.
• Parental leave policies and Adoption Assistance Program.
• Competitive 401(k) savings plan with company matching and additional employer contributions.
• Continuous learning and development opportunities for career growth.

Location

This position is based in the United States. Specific location details are provided during the hiring process.

Equal Opportunity

The employer is an Equal Opportunity/Affirmative Action organization committed to fostering an inclusive environment where all employees and applicants are treated with respect and dignity. Diversity is actively encouraged, and accommodations are provided for qualified individuals with disabilities or disabled veterans.