Financial Analytics Lead (Hybrid)

Securian Financial Group; Juneau (AK); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Paid time off

Parental leave

Pension plan and 401(k)

Health insurance

Volunteer time

Employee Resource Groups

Job summary

Securian Financial Group is seeking a Finance Professional on the Affinity Solutions FP&A team in a hybrid role based in Juneau, AK. Lead forecasting, analysis, and strategic financial support across expenses, partnerships, and product profitability.

Responsibilities include managing SAP entries and reporting, collaborating with corporate FP&A, and delivering clear financial insights to senior management. Requires strong Excel skills, 5+ years of corporate finance experience, and CPA preferred.

Qualifications

• Bachelor's degree in finance, accounting, or a related field is required.
• Minimum of 5 years of corporate finance experience with exposure to corporate structure.
• Advanced Excel skills to manage financial data structures, review, modify, and create formulas/queries.

Responsibilities

• Forecasting and financial analysis: project expenses 3-year horizon; assess pricing and profitability of new products and partnerships.
• Communication and liaison: primary contact between Affinity Solutions, shared solutions, corporate departments, and Corporate FP&A; report on plans and expense drivers.

Skills

Excel

Financial analysis

Communication

Education

Bachelor's degree in finance/accounting or related field

Tools

SAP

Job description

Position Summary

Elevate your career with a pivotal role on the Affinity Solutions FP&A team at Securian Financial, where your financial analytics acumen will be the cornerstone of our strategic and operational success. In this role, you will oversee critical financial duties, encompassing expense management and third‑party distributor contracts. You will also be instrumental in offering strategic counsel to senior management and articulating financial assessments with clarity.

Responsibilities

• Forecasting and Financial Analysis
  • Project expenses for the current and upcoming three years, considering operational changes, new initiatives, and enterprise‑wide cost allocations.
  • Lead studies to determine pricing adequacy and evaluate the profitability of new products and business partnerships.
• Communication and Liaison
  • Serve as the primary contact between Affinity Solutions and shared solutions, corporate departments, and Corporate FP&A.
  • Ensure clear communication of business plans and allocated expense drivers.
  • Partner with the Account Executive team to deliver insightful reporting.
• Financial Reporting and SAP Expertise
  • Prepare and enter quarterly expense variance commentary in Wdesk.
  • Approve and manage SAP journal entries, account reconciliations, and roll‑forwards, providing expertise on SAP AO, FIORI, and SAC reporting.
• Strategic Support and Process Improvement
  • Collaborate with shared solutions to assess the impact of changes to business volumes and service levels.
  • Assist management in evaluating the financial consequences of proposed initiatives and ensure accurate expense allocation to products.
  • Identify and implement process efficiencies.

Qualifications

• A bachelor's degree in finance, accounting, or a related field is required.
• Minimum of 5 years of previous corporate finance experience with exposure to corporate structure.
• Advanced technical knowledge is necessary, particularly in Excel, to manage financial data structures, review, modify, and create formulas/queries.
• Proficiency in the Microsoft suite is also required.
• The ability to multitask, meet tight deadlines consistently, and take initiative is important.
• Candidates should be self‑motivated, flexible, and capable of working independently with limited oversight, as well as part of a team.
• Strong organizational skills, attention to detail, and the ability to meet deadlines without compromising accuracy.
• Strong analytical skills are essential, with the capacity to focus on both details and larger issues.
• Must possess excellent communication skills to effectively engage with all levels of management, home office associates, clients, and distributors.
• Collaborative skills are crucial for teamwork and partnership.

Preferred Qualifications

• CPA certification.
• An understanding of GAAP and STAT reporting.
• Professional experience with SAP.
• Familiarity with life insurance concepts and products is preferred.

Hybrid Work

This position will be in a hybrid working arrangement. Associates work both virtually and in our offices. If you are within a 90‑minute commute, you will join us 2‑3 days each week in our offices. Our policy allows flexibility for business and personal schedules; when working in our offices at least two days per week isn’t feasible, an eight‑day per month standard is an option.

Physical Job Requirements

• Ability to utilize the keyboard, computer, and/or mouse for up to 8 hours per day.
• Ability to work at least 40 hours per week.
• Ability to utilize the phone and/or virtual meeting platform for 1‑4 hours per day.

Benefits

• Paid time off: Prorated personal days and vacation time in the first year of hire.
• Leave programs: Parental, caregiver, bereavement, and military leave.
• Company‑funded pension plan and 401(k) retirement plan: Up to 10% company contribution tied to performance.
• Health insurance: Medical, dental, and vision coverage for associates and eligible family members starting the first day of employment.
• Volunteer time: Company‑sponsored events, paid volunteer time, and a dollar‑for‑dollar matching gift program.
• Associate Resource Groups: Mental Wellness and Disability, Pride at Securian Financial, Securian Young Professionals Network, Securian Multicultural Network, Securian Women and Allies Network, Servicemember Associate Resource Group.