Sr. Financial Analyst; Hybrid

Sr. Financial Analyst

This role is responsible for supporting executive leadership with timely, high-quality, and accurate annual operating plans, long-term forecasts, and quarterly revisions. Reporting to the Sr. Manager, Financial Planning and Analysis, the individual will develop and maintain business analysis, forecasting, and planning processes while delivering actionable insights and data‑driven recommendations that enable executive leadership to make informed business decisions. This role will build and enhance complex financial models, reporting tools, and dashboards to improve accuracy, efficiency, and overall visibility of financial data.

Additionally, the role will prepare financial reports, executive presentations, and monthly and quarterly business reviews for senior management, Globe Life’s Board of Directors, and other key stakeholders.

Hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday‑Thursday).

• 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.
• Provide comprehensive variance analysis, including performance to budget/forecast, identification of gaps, trends, and opportunities within the company, and recommend possible course corrections to functional department heads and executive leadership.
• 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.
• Establish and facilitate the company’s annual planning cycle, which includes developing the calendar, coordinating deliverables, creating checklists, communicating expectations, and supporting system readiness.
• 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.
• Willingness to work, at times and as needed, long hours during the week and on weekends to meet quarterly reporting requirements.

• Degree in finance, accounting, economics, or relevant business field; MBA preferred.
• At least 5‑7 years of experience in a large corporate environment with responsibilities in budgeting, forecasting, financial modeling, and operational expense management.
• 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 building and maintaining complex financial models leveraging large data sets.
• 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.
• Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy.
• Proven experience in building complex financial models that forecast a company’s income statement, balance sheet and cash flow.
• Proven ability to manage multiple…