Sr Analyst, Consumer Group Finance - REMOTE from any US based location

Overview

A financial services organization is seeking a Senior Analyst for Consumer Group Finance to support the development, evaluation, and reporting of key strategic initiatives and management presentations. This role involves collaboration with Group Division, Corporate Finance, and Distribution Planning and Analysis teams to ensure consistent reporting and adherence to corporate timelines.

Responsibilities

• Conduct strategic initiative reporting for multiple business units including Bankers Life, Washington National, and Colonial Penn.
• Support business case development for Consumer Division Growth Strategy initiatives.
• Assist in preparing key management deliverables such as Rating Agency presentations, Quarterly Business Review materials, and internal business reviews.
• Collaborate with technology and analytics teams to improve data timeliness, accuracy, and availability for operational and strategic reports and dashboards.
• Work with Consumer Division business partners to enhance processes, policies, procedures, and internal control standards to ensure consistent and reliable reporting.
• Maintain documentation for key financial reporting and operational processes and models.
• Perform budget and forecast validation and provide process support as needed.

Requirements

• Bachelor’s degree in finance or a related discipline.
• Minimum of 5 years of financial and operational experience.
• Proficiency with financial and operating systems such as Hyperion, Essbase, and Microsoft Office Suite.
• Strong knowledge of financial reporting principles and practices.
• Ability to interpret and evaluate business processes effectively.
• Strong analytical skills to analyze complex data.
• Excellent written and verbal communication skills.
• Ability to collaborate effectively within team environments.
• Strong organizational skills with the ability to prioritize work and seek direction when appropriate.
• Proficiency with Business Objects.
• Experience using AI technologies and Power BI to support analytics and data-driven insights.

Preferred Qualifications

• Master’s degree in finance or related discipline.
• At least 6 years of financial and operational experience.
• Extensive experience working with AI tools and Power BI for analytics and data-driven insights.

Compensation & Benefits

• Annual salary range: $67,000 to $100,400 (based on national average; actual salary depends on experience, skills, and location).
• Bonus eligible.
• Medical, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Short-term and long-term disability insurance.
• Paid time off and corporate holidays.
• Paid parental leave.
• Company-paid life insurance.

Location & Work Arrangement

• Work must be performed within the United States.
• Associates living within a 60-mile radius of corporate offices (locations include Carmel, Indiana; Chicago; and Orlando) have access to work onsite.
• Associates living outside the 60-mile radius may work full-time remotely from any U.S.-based location, provided they work central or eastern time zone hours.
• Periodic travel to corporate offices may be required for interviews, training, or meetings.