Sr. Financial Analyst; 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 Sr. Financial Analyst
? Globe Life is looking for a Sr. Financial Analyst to join the team!

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, this individual is expected to 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 individual is responsible for building and enhancing complex financial models, reporting tools, and dashboards to improve accuracy, efficiency, and overall visibility of financial data.

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).

• 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 provide recommendations for possible course corrections necessary 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 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 building and maintaining…