Job Description:Sr. Financial Analyst (Hybrid)
Primary Duties & ResponsibilitiesRole Overview:Could you be our next
Sr. Financial Analyst? Globe Life is looking for a
Sr. Financial Analyst to join the team!
This role is responsible for supporting executive leadership with timely, high-quality, and accurate annual operating plans, long-term forecasts, and quarterly revisions. Reporting to the Sr. Manager, Financial Planning and Analysis, this individual is expected to develop and maintain business analysis, forecasting, and planning processes while delivering actionable insights and data-driven recommendations that enable executive leadership to make informed business decisions. This individual is responsible for building and enhancing complex financial models, reporting tools, and dashboards to improve accuracy, efficiency, and overall visibility of financial data. Additionally, this role is responsible for preparing financial reports, executive presentations, and monthly and quarterly business reviews for senior management, Globe Life's Board of Directors, and other key stakeholders.
This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).What You Will Do:- Accurately forecast and report financial results on a monthly, quarterly, and annual basis utilizing performance management software. Provide analysis and insight of current or forecasted results and the go-forward impact on the business and financials.
- Provide comprehensive variance analysis, including performance to budget/forecast, identification of gaps, trends, and opportunities within the company, and provide recommendations for possible course corrections necessary to functional department heads and executive leadership.
- Support the design and optimization of Adaptive's planning modules, workflow, and dashboard capabilities to engage planners, reviewers, and executive approvers at the right time and in a meaningful way.
- Partner with the sales organization and business functions to provide key financial reporting, analytical decision support, recommendations and action plans that drive more efficient and profitable results.
- Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards.
- Establish and facilitate the company's annual planning cycle, which includes developing the calendar, coordinating deliverables, creating checklists, communicating expectations, and supporting system readiness.
- Identify, recommend, and lead change management efforts through collaboration with business partners and other areas within the office of the CFO to improve reporting accuracy, eliminate inefficiencies, reduce workloads, and eliminate redundancies.
- Evaluate current financial planning processes and tools and lead potential implementation or refinement of new financial planning and reporting software applications.
- Serve as an active member of project/initiative teams - effectively challenging assumptions and offering financial perspective to drive outcomes.
- Willingness to work, at times and as needed, long hours during the week and on weekends to meet quarterly reporting requirements.
What You Can Bring: - Degree in finance, accounting, economics, or relevant business field; MBA preferred.
- At least 5-7 years of experience in a large corporate environment with responsibilities in areas of budgeting, forecasting, financial modeling and operational expense management is required.
- Expert level Microsoft Excel with an aptitude in systems and reporting for analysis.
- Experience with corporate performance management software solutions, Anaplan a plus.
- Experience with data visualization software (Power BI or Tableau).
- Experience building and maintaining complex financial models leveraging large data sets.
- Experience with statistical, analytics and database software (SQL, SAS).
- Hold 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.
- Ability to balance data and information and make decisions using 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.
- Ability to balance a high sense of urgency with presenting detail-oriented and accurate financial information.
- Ability to lead and actively participate in team meetings and be 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 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, Adaptive 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.
