Financial Analyst, Financial Planning and Analysis
EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.
About the role
As a Financial Analyst, Financial Planning & Analysis, you’ll support the Sr. Manager and VP of Financial Planning & Analysis, as well as the Chief Accounting Officer, in driving company-wide financial planning, forecasting, and analytical initiatives. You’ll leverage advanced Excel and Power BI skills to build models, develop forecasts, and create insightful reports. Your work will support decision-making across departments including Financial Reporting, Investment Accounting, Treasury, Actuarial, and Tax.
Responsibilities
- Assist in monthly, quarterly, and annual financial analyses.
- Support the development and maintenance of company forecasts, plans, and capital plans (e.g., NAIC RBC, AM Best BCAR, and S&P Capital).
- Research and monitor updates to capital requirements from the NAIC and rating agencies.
- Develop and maintain Power BI dashboards and reports.
- Participate in tracking organizational and departmental KPIs.
- Prepare PowerPoint presentations for senior audiences, including the Board and rating agencies.
- Collaborate with departments to gather data for forecasts and ad hoc projects.
- Partner with Investment Accounting and the Front Office to support investment analytics and planning.
- Identify and implement process improvements and document procedures.
- Support other finance and accounting initiatives as needed.
- Contribute to a collaborative and inclusive work environment aligned with EquiTrust’s core values.
Requirements
- Bachelor’s Degree in Accounting, Finance, or Actuarial Science.
- Minimum of 2 years in financial planning and analysis or finance.
- Preferred: Process improvement/automation and life insurance or annuity industry experience.
- CPA, CFA, or LOMA designation (CFA Level 1 or FRM a plus).
Skills
- Advanced Excel, Power BI, PowerPoint, and ERP system proficiency.
- Strong understanding of insurance financial statements and metrics.
- Excellent analytical and problem-solving skills.
- Detail-oriented with a data-driven mindset.
- Effective communicator and team collaborator.
- Ability to work autonomously with minimal supervision.
Physical Requirements
- Primarily sedentary role requiring frequent sitting and computer use.
- Occasional lifting of up to 10 lbs.
- Regular talking, hearing, seeing, and use of hands for data manipulation.
- Moderate stress levels typical of an analytical and deadline-driven environment.
Schedule
Mostly off-site with occasional travel (5%-10% of the time).
Pay
The pay range for this role is $65,658.00–$90,280.00. The final offer will be based on factors such as the candidate’s experience, qualifications, geographic location, and internal equity.
Benefits
- Annual discretionary incentive bonus
- Medical, Dental & Vision coverage
- 401(k) with Company Match
- Paid time off: Vacation, Sick, Holiday, and more
- Paid Parental Leave for both Mothers and Fathers
- Hybrid/Remote Work Options
- Early Friday Closure