Sr. Analyst - Investments - Finacial Planning & Analysis

Birmingham, Alabama, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, InsuranceIndustries

Requirements

The ideal candidate will possess excellent communication skills to simplify complex information for stakeholders. Proficiency in financial modeling, forecasting, and translating data into actionable insights is essential. A strategic mindset is required to connect investment performance with business objectives, along with an understanding of Life and Annuity ALM concepts and capital concepts.

Responsibilities

The Sr. Analyst - Investments FP&A will lead investment income forecasting and planning, owning top-level projections and scenario-based ad hoc projections. Responsibilities include analyzing investment performance, developing management reporting packages and dashboards, preparing presentations for senior leadership, and collaborating with Investment Accounting for income allocation. For the Stable Value business, the role involves leading financial planning and projection activities, owning Value of New Business calculations, providing financial analysis for business development, and partnering with ALM and Investment teams to communicate financial impacts. The position also involves identifying strategic KPIs and contributing to other strategic initiatives and ad hoc analysis.

Skills

Financial Analysis

Financial Planning

Forecasting

Investment Income

Stable Value Business

ALM

Treasury

Risk Management

Valuation

Scenario Analysis

Performance Analysis

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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