Financial Analyst, Financial Planning and Analysis

About Us

Equi Trust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit.

Equi Trust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

As a Financial Analyst, Financial Planning & Analysis, you’ll support the Sr. Manager and VP of Financial Planning & Analysis, as well as the Chief Accounting Officer, in driving company-wide financial planning, forecasting, and analytical initiatives. You’ll leverage advanced Excel and Power BI skills to build models, develop forecasts, and create insightful reports. Your work will support decision-making across departments including Financial Reporting, Investment Accounting, Treasury, Actuarial, and Tax.

• Support the development and maintenance of company forecasts, financial plans, business plans, and capital plans
• Perform monthly, quarterly, and annual financial analysis, including monitoring key performance indicators, identifying trends, and analyzing unexpected variances
• Build, maintain, and enhance financial models using advanced Excel tools and other business intelligence applications
• Develop and maintain Power BI reports, dashboards, and other management reporting tools
• Partner with departments across the organization to gather, analyze, and validate data used in planning, forecasting, reporting, and ad hoc analysis
• Partner with Investment Accounting and the Front Office to develop investment analytics and support the investment planning process
• Support capital planning and analysis, including applicable regulatory and rating agency capital frameworks
• Prepare presentations and financial materials for senior management, the Board of Directors, rating agencies, and other stakeholders
• Work with data and technology partners to improve the quality, accessibility, and effectiveness of information used for reporting, forecasting, and decision-making
• Identify opportunities to improve processes, strengthen controls, increase efficiency, and enhance documentation
• Provide ad hoc financial reporting and analysis to support organizational priorities

Salary Range: $65,658.00-$90,280.00

• 2+ years of financial planning & analysis, finance, or related experience
• Supports monthly, quarterly, and annual financial analysis and reporting
• Assists in the development and maintenance of forecasts, financial plans, and capital plans
• Develops and maintains financial models, Power BI reporting, and organizational or departmental KPIs
• Supports research and monitoring of changes to regulatory and rating agency capital requirements
• Partners with business areas to gather and analyze information used in forecasts, plans, and other financial analysis
• Supports senior team members on departmental and Company initiatives
• Monitors financial performance, identifies trends and variances, and helps translate findings into actionable information
• Identifies opportunities for process improvement, automation, and enhanced documentation
• Demonstrates the ability to work autonomously on assigned responsibilities while seeking guidance as appropriate

Salary Range: $86,.00

• 3+ years of financial planning & analysis, finance, or related experience
• Demonstrated experience assisting with or leading the development and completion of forecasts, budgets, financial models, and other planning activities
• Takes greater ownership of financial modeling, forecasting, reporting, and analytical deliverables
• Actively contributes to the development of the Company’s multi-year business plan, including statutory and embedded value planning
• Builds and enhances planning…