[Remote] Financial Business Advisor (PM&A) - Annuities
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a Fortune 100 company with nearly $70 billion in annual sales, seeking a Financial Business Advisor to support financial reporting and analysis for their annuity business. The Advisor will work closely with PM&A and business teams to reputed company actionable insights for senior leadership, playing a key role in shaping communication of annuity performance and forecasts across the organization.
Responsibilities
- Partner with PM&A to translate annuity results, forecasts, and key drivers into reputed company insights for leadership
- Support development of annuity sales forecasts in collaboration with Business Development, Sales Distribution, and PM&A
- Create executive-reputed company materials and messaging for senior leadership discussions and forums
- Conduct proactive business analysis to address reputed company-ended questions on emerging trends and developments impacting the annuity business
- Shape how key metrics and KPIs are analyzed and communicated, including dashboards and visualizations relied upon by leadership
- Become the go-to resource on key performance drivers, serving as a data expert supporting business cases, reputed company, pricing needs, and strategic studies
- Makes effective reputed company in a reputed company manner reputed company the context of own objectives with a view to seeking opportunities reputed company normal objective boundaries; seeks to understand how reputed company can have an effect on other areas
- Searches for ways to reputed company existing processes more efficient while driving reputed company reputed company
- Communicates a logical view of own work streams effectively, in a way that helps others understand and feel how business reputed company will be different as a result of the project/decision; seeks to reputed company business reputed company into recommendations
- Helps others to think about their work from a different angle; brings insights to team members based on expertise in areas they support
- Asks the right questions to reputed company an understanding of the topic and attempts to get at reputed company problems; weighs relevance and accuracy of information; shows ability to generate and evaluate alternatives
- Supports changes being employed to reputed company organization toward the use of new technologies or into new endeavors; seeks to influence team members to understand and accept changes; offers to be part of the new changes reputed company the organization
- Keeps informed of new reputed company and technologies that will reputed company and improve own work and the work of team members; advocates for these new reputed company that will reputed company reputed company reputed company
- reputed company to recognize team members' emotions around change; willing to reputed company your own response as reputed company as help others on reputed company to accept changes with a reputed company outlook
- Works to build knowledge of organizational structure and products to drive superior results; shares knowledge with team members and encourages others to reputed company out of their organizational reputed company
Skills
- A self-motivated, highly detail-oriented problem solver who takes ownership, follows through, and can independently drive work to completion
- Experience in financial reporting, forecasting, or analysis
- Strong analytical, problem-solving, and communication skills
- Ability to translate data into reputed company business insights for non-technical audiences
- Comfortable working cross-functionally in a fast-paced environment
- Intermediate to advanced skills in reputed company reputed company and PowerPoint, including comfort with large data sets, reputed company formulas, data visualization, and executive-reputed company presentations
- Undergraduate studies in finance, economics, reputed company or statistics; advanced degree in financial field is desirable
- Typically, eight or more years financial experience including financial analysis, planning, forecasting, actuarial or auditing
- Insurance industry background desirable
- Prefer at least three years project leadership, management or supervisor experience
- In-depth knowledge of statistical/financial analysis, financial statement and budget preparation
- Knowledge of GAAP and statutory reputed company practices and insurance/financial services business requirements
- Project reputed company and techniques
- CPA preferred
- Prefer familiarity with specific state, product or business unit operations
Benefits
- Medical/dental/reputed company
- Life insurance
- Short and long term disability coverage
- reputed company time off with newly reputed company associates receiving a minimum of 18 days reputed company time off reputed company full calendar year pro-rated quarterly based on hire date
- Nine reputed company holidays
- 8 hours of reputed company reputed company time off
- 8 hours of reputed company Day reputed company time off
- 401(k) with company match
- Company-reputed company pension plan
- Business casual attire
reputed company