Finance Leadership Rotational Program Associate

nationallifeinsurancecompany; Addison (TX); Hybrid; USD 60,000 - 90,000; Full time

Job summary

National Life Group in Addison, TX, is seeking candidates for an early career Finance Leadership Rotation Program starting Summer 2026. You will rotate across finance and accounting functions, gaining exposure to a broad range of financial activities and leadership development.

Participants will receive mentorship, on-the-job learning, and opportunities to pursue CPA/CIA/CMA credentials while contributing to strategic financial initiatives within the organization.

Qualifications

• Bachelor's degree required.
• Proven leadership abilities.
• Excellent written and verbal communication skills.
• Creative problem solving and strong analytical abilities.

Responsibilities

• Financial Reporting: participate in GAAP and Statutory reporting and assist auditors.
• Corporate Accounting: handle direct expenses, AP, accruals, and cash reconciliations.
• Internal Audit: support risk assessment, controls testing, and process reviews.
• Treasury: assist cash management, banking solutions, and liquidity forecasting.
• Reinsurance: support policy administration and reporting with partners and underwriters.
• Field Services Finance: assist in forecasting, budgeting, and distribution incentives.
• Financial Planning and Analysis: understand performance metrics and targets across units.
• Tax: gain exposure to corporate tax processes and data analysis.
• All other duties as assigned.

Skills

Leadership

Communication

Analytical

CPA/CIA/CMA

Education

Bachelor's degree

Job description

Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

Please note that we do not offer visa sponsorship for this position.

Role Summary

We are looking for talented, driven, and passionate people who aspire to lead others and are excited to join an early career program that offers robust hands-on development for our Finance Leadership Rotations beginning in the Summer of 2026.

The finance leadership rotation program consists of three approximately one-year rotations through our organizations finance and accounting functions and is designed to provide you with the capabilities, exposure, and development needed to accelerate your career.

Each rotation in different business units will help grow your financial acumen and business knowledge to build an overall understanding of National Life Group, knowledge of the life insurance industry, and position you for future growth opportunities.

As a participant in the program, your development will be supported through on-the-job learning and continuous mentorship with the goal to assist your personal and professional development. Candidates pursuing a CPA, CIA, CMA or a similar designation will be offered rotations with the qualifying experience and supervision necessary to meet the guidelines of the credential. By growing your finance and accounting career at NLG, you will have unparalleled exposure and learning opportunities and the chance to make a lasting impact across the organization.

This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Essential Duties and Responsibilities

• Financial Reporting - Learn about the financial statements prepared on a GAAP and Statutory basis, be part of the financial close, and work closely with internal stakeholders as well as external auditors to communicate results.
• Corporate Accounting - Work closely with the team on recording direct expenses, including accounts payable, expense accruals, allocations, and cash account reconciliations. Gain exposure to finance IT systems.
• Internal Audit - Gain a foundational understanding of the Audit process, including risk assessment, internal control identification and testing techniques. Our team works across all levels and functions in the organization to ensure the integrity of the financial statements and company processes.
• Treasury - Learn all about how cash goes in/out of the organization and assist on banking solutions and services to enhance the customer experience. Our team forecasts investable cash to optimize daily cash management, liquidity, and debt obligations. This helps support National Life's Investment team on maximizing market opportunities.
• Reinsurance - Assist with the administration of reinsured policies for all lines of business in accordance with the reinsurance agreements between National Life Group and reinsurance companies. Our team interacts regularly with reinsurers, underwriters, and claims examiners to ensure efficient and accurate financial reporting.
• Field Services Finance - The team supports distribution by planning, forecasting, and reporting on sales results, creating and administering field incentives, budgeting and managing distribution expenses, and providing insight to distribution leadership on holistic agency performance
• Financial, Planning and Analysis - Gain a broad understanding of how National Life measures and evaluates its financial performance, projects future results, and sets short and long-term targets while working with stakeholders across the enterprise.
• Tax - This position will touch all aspects of the corporate tax function including tax compliance, tax accounting, and process improvements driven by data analysis. The position offers a great opportunity to gain broad tax, finance, and industry experience at a growing organization.
• All other duties as assigned.

Minimum Qualifications

• Bachelor's degree
• Demonstrated leadership abilities
• Excellent written and verbal communication skills
• Creative problem solving and strong analytical rea