Sr. Financial Analyst II

About the role

We are seeking a highly analytical and technically skilled Senior Financial Analyst II to join the Sales Reporting and Analysis team. This role supports data-driven decision making across life insurance and annuity products.

Responsibilities

• Develop and maintain financial and profitability analytics for life insurance and annuity products across distribution partners
• Extract, transform, and analyze large datasets using Snowflake and SQL to support reporting, forecasting, and business insights
• Design and build scalable data models and datasets to support dashboards, automation, and ad hoc analysis
• Partner with Product, Distribution, and Finance teams to analyze product performance, compensation structures, and sales trends
• Support the development and enhancement of profitability models, including revenue, expenses, and distribution partner economics
• Translate business questions into data-driven analyses and present findings to senior stakeholders
• Identify opportunities to streamline and automate data processes, improving efficiency and data quality
• Ensure data integrity and consistency across multiple data sources and reporting outputs

Requirements

• 8+ years of experience in finance, analytics, or a related field
• Bachelor’s degree in Finance, Accounting, Economics, or a quantitative discipline (MBA or advanced degree preferred)
• Strong understanding of life insurance and/or annuity products, including product mechanics and distribution models
• Advanced proficiency in SQL with experience querying large datasets
• Hands-on experience with Snowflake or similar cloud-based data platforms
• Experience with data transformation and visualization tools (e.g., Alteryx, Tableau, Power BI)
• Strong analytical, problem-solving, and critical thinking skills
• Excellent communication skills, with the ability to translate complex data into clear business insights
• Operates with a high level of independence and accountability
• Proactively identifies opportunities to improve processes and enhance insights
• Collaborates effectively across teams and influences decision-making through data

Qualifications

• Experience working with financial product profitability models or commission/compensation analysis
• Familiarity with data pipelines, data modeling, or analytics engineering concepts
• Exposure to automation, AI-driven analytics, or advanced reporting capabilities
• Experience supporting cross-functional initiatives involving Finance, Technology, and Business teams

Skills

• Strong analytical and problem-solving skills
• Excellent communication and presentation skills
• Proficiency in SQL and Snowflake
• Experience with data transformation and visualization tools
• Experience with data modeling and automation

Benefits

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account
• Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid Parental Leave and Adoption Assistance Program
• A competitive 401k savings plan with company match and an additional contribution regardless of participation