Financial Planning Analyst

Primerica; Duluth (GA); Hybrid; USD 75,000 - 85,000; Full time

Job summary

An established industry player is seeking a Financial Planning Analyst to join their dynamic team. This hybrid role involves analyzing financial earnings, creating forecasts, and preparing reports for senior management. You'll be a key player in ensuring accurate financial documentation and supporting strategic decision-making. The company, recognized for its commitment to diversity and employee satisfaction, offers a collaborative environment where your contributions will be valued. If you're passionate about financial analysis and looking to grow your career in a supportive setting, this opportunity is perfect for you.

Benefits

Health, dental, and vision insurance

401(k) Plan with employer match

Vacation and sick leave

Life and disability insurance

Flexible Spending Account

Health Savings Account

Professional development

Tuition reimbursement

Company-sponsored social events

Qualifications

• 6-10 years of experience in financial analysis, budgeting, and forecasting.
• Proficiency in Microsoft Excel and financial modeling required.

Responsibilities

• Coordinate and analyze the company's financial earnings and reports.
• Create financial models and maintain dashboards for reporting.

Skills

Microsoft Excel

Spreadsheet modeling

Financial analysis

Budgeting

Planning and forecasting

Time management

Managerial accounting

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Bachelor's degree in Business Management

Tools

FP&A software

Job description

Financial Planning Analyst page is loaded

Financial Planning Analyst

Apply locations Duluth, GA time type Full time posted on Posted 2 Days Ago job requisition id R-126:032025

Join Our Team

In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

About this Position

This position is responsible for the coordination, review and analysis of the company’s actual and expected financial earnings. Analyzes results, providing accurate and concise explanations of drivers and variances. Acts as a key source of information for senior management requests and in the creation of publicly reported financial documents. Utilizes FP&A software tool to model and forecast results and to create financial reports and dashboards. Coordinates the compilation of the company’s annual financial earnings budget.

This is a hybrid position.

The estimated salary range for this role is: 75K-85K

Responsibilities & Qualifications

Essential Job Duties and Responsibilities

1. Earnings Analysis - Coordinate, consolidate and review earnings reports provided by financial subject matter experts for the monthly earnings package. Examine financial results for errors and anomalies. Analyze and research emerging trends in results. Present consolidated financial results and explanations to senior management and auditors. Analyze, project and present to senior management key financial measures and performance indicators.

2. Manage the Company's financial supplement and review other publicly reported financial documents - Create and maintain the company's financial supplement. Review and sign-off on the accuracy of financial results presented in the company's earnings call with investors, including CEO and CFO scripts and earnings presentations.

3. Forecasting/Financial Modeling - Create and update financial models for miscellaneous revenue and expense items. Ensure modeling accurately reflects trends in the business.

4. Reporting/Dashboards - Create and maintain accurate and informative financial reports and dashboards in the company's FP&A software tool.

5. Ensure consolidated financial budget and forecasts are complete and reasonable - Evaluate financial forecasts and budgets for reasonableness and completeness. Coordinate efforts of financial subject matter experts to address or mitigate any deficiencies in financial forecasts and budgets. Assist in the maintenance and support of the company's FP&A software models.

6. Create presentations for senior executives and the company's board of directors.

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, or Business Management
• 6-10 years experience in Financial analysis, budgeting, planning and forecasting

Required Knowledge, Skills and Abilities:

• Highly proficient level of Microsoft Excel
• Spreadsheet modeling and forecasting
• Managerial accounting
• Time management
• Ability to adapt quickly and meet deadlines

Preferred Education, Experience, Certifications or Licenses, Knowledge, Skills and Abilities:

• Business or accounting degree
• Experience in insurance products and other financial products
• Accounting system experience

FLSA status: This position is exempt (not eligible for overtime pay): Yes

Our Benefits:

• Day one health, dental, and vision insurance
• 401(k) Plan with competitive employer match
• Vacation, sick, holiday and volunteer time off
• Life and disability insurance
• Flexible Spending Account & Health Savings Account
• Professional development
• Tuition reimbursement
• Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

Join Our Team

Our Company headquarters is located in Duluth, GA. The 367,000-square-foot building houses employees who provide first-class support to our sales force as they build their business and serve clients.

Equal Opportunity Employer

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.