Financial Analyst II

Horace Mann; Springfield (IL); On-site; USD 61,900 - 91,300; Full time

Job summary

Horace Mann is seeking an Investment Financial Analyst II in Springfield, Illinois, to conduct financial research, prepare key investment exhibits, and manage various reporting responsibilities. The ideal candidate will have a Bachelor's in Finance or related fields, 3-5 years of experience, and strong analytical skills. This role involves significant collaboration with senior management and the potential for process improvements. The salary range is $61,900 - $91,300 depending on experience.

Qualifications

• 3-5 years of experience in financial analysis and data manipulation.
• Ability to manage multiple reporting responsibilities.
• Knowledge of financial reporting standards.

Responsibilities

• Conduct financial research for investment trends and conditions.
• Prepare investment exhibits for the 10K and other financial documents.
• Analyze securities for impairment and provide recommendations.
• Identify opportunities to improve financial systems and reporting.

Skills

Analytical skills

Financial software proficiency

Communication skills

Collaboration skills

Problem-solving skills

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Excel

Financial modeling

Job description

Horace Mann is a purpose-driven company that is passionate about educators. The Investment Financial Analyst II plays a critical role in conducting financial research, preparing exhibits for the 10K, Investment Committee and other internal an external parties. This position is responsible for statistical analysis, financial reporting that helps to drive informed decision‑making. The ideal candidate will have strong analytical skills, experience with financial software, and the ability to manage multiple reporting responsibilities.

Key Responsibilities

Financial Analysis & Reporting

• Conduct economic and financial research to assess Investment trends and conditions.
• Prepare the Investment exhibits for the 10K, Financial notes, Investment Committee, Investment front office and others.
• Prepare the Investment portions of the STAT MD&A and STAT audited files.
• Analyze, interpret and make recommendations of securities for impairment.
• Establish monthly, quarterly, and annual financial results to support senior management.
• Ensure compliance with financial reporting standards and company policies.
• Manage the expectation of both internal and external parties as it relates to deliverables and deadlines.

Process Improvement & Business Support

• Identify opportunities to enhance financial systems and reporting methods.
• Streamline processes by leveraging automation.
• Collaborate with senior management and functional teams to improve financial processes and reporting accuracy.
• Ensure data management integrity and control considerations are maintained in financial reporting tools.
• Use thoughtful judgement with appropriate pushback for reporting redundancies and consolidation.

Qualifications & Experience

• Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Experience: 3-5 years of experience in financial analysis, data manipulation, process improvements through technology.
• Technical Skills:
• Ability to manipulate and rationalize large datasets.
• Knowledge of financial modeling.
• Advanced Microsoft Excel knowledge.
• Ability to interpret and apply financial and analytical techniques effectively.
• Soft Skills:
• Strong problem-solving and decision‑making skills
• Ability to manage multiple priorities and meet deadlines
• Excellent communication and collaboration skills
• Highly organized
• Team player

Pay Range:

• $61,900.00 - $91,300.00

Salary is commensurate to experience, location, etc.

EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status