Globe Life
Sr. Financial Analyst (Hybrid)
McKinney, TX · Senior · Part-time
Sponsorship not specifiedDetected 30 days ago
SQLData VisualizationFinancial ModelingFinancial AnalysisAccountingForecastingBudgetingExcelFP&APerformance ManagementSASLeadershipCollaborationPublic SpeakingMicrosoft OfficeFinancial ReportingVariance AnalysisCFA
About the role
- This role is responsible for supporting executive leadership with timely, high-quality, and accurate annual operating plans, long-term forecasts, and quarterly revisions.
- Additionally, this role is responsible for preparing financial reports, executive presentations, and monthly and quarterly business reviews for senior management, Globe Life's Board of Directors, and other key stakeholders.
- This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).
Responsibilities
- Support the design and optimization of Adaptive's planning modules, workflow, and dashboard capabilities to engage planners, reviewers, and executive approvers at the right time and in a meaningful way.
- Partner with the sales organization and business functions to provide key financial reporting, analytical decision support, recommendations and action plans that drive more efficient and profitable results.
- Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards.
- Identify, recommend, and lead change management efforts through collaboration with business partners and other areas within the office of the CFO to improve reporting accuracy, eliminate inefficiencies, reduce workloads, and eliminate redundancies.
- Evaluate current financial planning processes and tools and lead potential implementation or refinement of new financial planning and reporting software applications.
- Serve as an active member of project/initiative teams - effectively challenging assumptions and offering financial perspective to drive outcomes.
- Experience building and maintaining complex financial models leveraging large data sets.
- Proven experience in building complex financial models that forecast a company's income statement, balance sheet and cash flow.
- Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
- Ability to clearly communicate compelling messages to senior leaders and partners.
Requirements
- Ability to work full time and/or part time based on the position specifications.
- What You Can Bring:
Nice to have
- Degree in finance, accounting, economics, or relevant business field
- At least 5-7 years of experience in a large corporate environment with responsibilities in areas of budgeting, forecasting, financial modeling and operational expense management is required.
- Expert level Microsoft Excel with an aptitude in systems and reporting for analysis.
- Experience with corporate performance management software solutions, Anaplan a plus.
- Experience with data visualization software (Power BI or Tableau).
- Experience with statistical, analytics and database software (SQL, SAS).
- Hold or actively working towards a CPA, CFA or MBA is a plus.
- Demonstrated knowledge of corporate financial planning, reporting and analysis.
Compensation
- Accurately forecast and report financial results on a monthly, quarterly, and annual basis utilizing performance management software. Provide analysis and insight of current or forecasted results and the go-forward impact on the business and financials.
- Establish and facilitate the company's annual planning cycle, which includes developing the calendar, coordinating deliverables, creating checklists, communicating expectations, and supporting system readiness.
Benefits
- Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
- Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
- Paid holidays and time off to support a healthy work-life balance.
- Parental leave to help our employees welcome their new additions.
- Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
- Company-paid counseling for assistance with mental health, stress management, and work-life balance.
- Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
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This listing is sourced directly from Globe Life's careers page and normalized into a canonical job model.