Senior Financial Analyst

Overview

At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better. We’re a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand. By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally.

Responsibilities

• Participates in the monthly/quarterly forecasting process for the corporation with a focus on creation of value-add commentary.
• Assists the Supervisor, FP&A, in managing the strategic and financial planning process.
• Develops and prepares financial analysis and reporting as needed as it relates to our IFRS, Capital and expense results.
• Sets and tracks key performance indicators (KPIs) and objectives.
• Works with department heads to develop a staffing model which can be used to analyze current and future staffing levels.
• Help recommend strategies for increasing financial performance.
• Conducts and leads special projects and ad hoc requests for Finance leadership and the corporation’s Management Group.
• Initiates and creates special projects for relevant items.
• Assists with researching Financial Planning & Analysis best practices; develops subject matter expertise in multiple FP&A areas.
• Assists in supporting development and assessment of projects and initiatives including budget capacity / affordability; performs benefit realization analyses for projects and initiatives to assess their performance-to-budget.
• Assists the Finance Data Warehouse Analyst in the automation of reports and processes.
• Interprets large sets of data and effectively communicate data trends; capable of applying knowledge to ensure data is carefully gathered and verified.
• Designs analyses in dashboard format for easy delivery to senior management.
• Conducts other activities as assigned by management.

Qualifications

• Education: BS Accounting or related field with emphasis in Accounting. MBA or advanced degree or Certified Public Accountant (CPA) preferred.
• Experience/Knowledge: 4-6 years progressive accounting experience. Public Accounting Experience (2-5 Years Preferred). Knowledge of GAAP, Statutory Accounting Principles.
• Skills: Financial analysis experience preferred. Strong analytical and problem-solving skills. Well organized, innovative, and high level of initiative. Detail oriented, able to manage several tasks with a high level of accuracy. Excellent oral and written communication skills. Demonstrated ability to work independently and establish priorities to meet tight deadlines.
• Other: Experience With Power BI Preferred. Excellent PC skills (Excel, Word, SQL). Ability to interpret large volumes of data.