Financial Analyst Corporate Forecast Hybrid

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.

Could you be our next Financial Analyst - Corporate Forecast
? Globe Life is looking for a Financial Analyst - Corporate Forecast to join the team!

In this role, you will be responsible for developing and maintaining complex financial models based on assessment and understanding of key drivers and assumptions. You will generate financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life's Board of Directors, and other stakeholders.

Additionally, you will evaluate the financial impact of key strategic initiatives and serve as the finance lead for projects. This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability.

This is a hybrid position located in McKinney, Texas.

• Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance.
• Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance.
• Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast.
• Identify, design, and implement enhancements to existing forecasting and reporting processes and systems.
• Support the development of corporate strategic business analysis and insights for executive talking points.
• Develop capital planning models, reports, and templates.
• Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI.
• Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking.
• Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities.
• Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s).
• Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues.
• Serve as an active member of project/initiative teams – capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes.
• Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large‑scale enterprise initiatives.
• Identify and recommend process improvements that significantly reduce workloads and reporting redundancies.
• Develop the financial business cases for presentation to senior leadership.
• Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results.
• Mentor and train other members of the Corporate Financial Planning & Analysis team.
• Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives.

• Bachelor’s degree in Finance, Accounting, or Economics with progressive technical and operational business experience.
• 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry.
• Holding or actively working towards a CPA, CFA, or MBA is a plus.
• Demonstrated knowledge of corporate financial planning,…