Senior Financial Analyst
EarnestSalary not specified
Full Time
Senior (5 to 8 years), Junior (1 to 2 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, InsuranceIndustries
Requirements
Candidates must possess a Bachelor's degree in Accounting or Finance, with a minimum of 2 years of relevant accounting or financial analysis experience. Proficiency in Microsoft Excel, including pivot tables and VLOOKUPs, is required, along with working knowledge of GAAP accounting, general ledgers, and financial systems like SAP. Strong attention to detail, effective communication skills, and the ability to work independently are essential.
Responsibilities
The Financial Analyst will prepare financial statements, accruals, and reconciliations, process carrier statements, and calculate sales incentive plans. This role involves conducting monthly expense analysis, assisting with budgeting, and collaborating with senior leadership to explain financial variances. Other accounting and financial analysis duties may also be assigned.
Skills
Microsoft Excel
Pivot Tables
VLOOKUPs
GAAP accounting
General Ledgers
Financial Systems
SAP
Anaplan
Financial Analysis
Budgeting
Forecasting
Reconciliation
Variance Reporting
Protective Life
Provides financial planning and life insurance services
About Protective Life
Protective Life provides financial planning and life insurance services aimed at individuals and businesses. The company offers a variety of products, including life insurance policies and retirement planning guides, to help clients secure their financial future. Their services are designed to assist financial advisors, insurance agents, and individual clients in protecting assets and planning for retirement. Protective Life operates through both business-to-business (B2B) and business-to-consumer (B2C) models, partnering with financial professionals while also reaching out directly to clients via their online platform. What sets Protective Life apart from competitors is their focus on excellent customer service and the provision of educational resources, which empower clients and advisors to make informed decisions. The company's goal is to help clients achieve financial security through comprehensive solutions and support.
Birmingham, AlabamaHeadquarters
1842Year Founded
IPOCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Mental Health Support
Paid Vacation
Parental Leave
401(k) Retirement Plan
401(k) Company Match
Employee Assistance Program
Risks
Increased competition from digital-first insurance startups could erode market share.
Interest rate fluctuations pose a risk to Protective's investment income.
Direct-to-consumer insurance models may impact Protective's B2B distribution strategy.
Differentiation
Protective.com emphasizes excellent customer service and educational resources for informed decision-making.
The company offers support and training for financial advisors and insurance agents.
Protective.com operates on both B2B and B2C models, reaching diverse client bases.
Upsides
Increased demand for digital insurance solutions drives innovation in the life insurance sector.
The rise of fee-based advisory services reshapes the financial planning landscape.
Big data analytics allows better risk assessment and personalized insurance products.
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