FP&A Associate II

Protective; Birmingham (AL); On-site; USD 63,500 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Paid time off and parental leave

401(k) plan with company matching

Job summary

Protective is seeking an FP&A Associate II in Birmingham, AL. This role involves analyzing financial data to support decision-making, partnering with business leadership on budgeting, and providing actionable insights into financial performance.

Ideal candidates will have a Bachelor’s in Accounting or Finance, proficiency in Excel, and 2+ years of relevant experience. Benefits include comprehensive health insurance, paid time off, and a 401(k) plan with company matching.

Qualifications

• 2+ years of experience in accounting, FP&A, financial analysis, or a related finance role.
• Advanced Excel proficiency.
• Strong analytical, organizational, and problem-solving skills with close attention to detail.

Responsibilities

• Analyze financial results and explain key drivers and trends.
• Support annual budgeting and quarterly forecasting.
• Prepare financial reporting and materials for leadership presentations.
• Perform profitability and unit cost analysis.
• Contribute to financial reporting accuracy through analysis.
• Support strategic growth initiatives and provide ad hoc financial analysis.

Skills

Strong understanding of accounting principles

Budgeting and forecasting

Advanced analytical skills

Proficiency in Microsoft Excel

Strong communication skills

Collaboration skills

Problem-solving skills

Ability to manage multiple priorities

Education

Bachelor’s degree in Accounting, Finance, or a related field

Tools

Microsoft Excel

Job description

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance.

This role supports a growing business line, providing significant exposure to how the organization operates while contributing to product expansion and new market initiatives. They play a key role in supporting budgeting, forecasting, and financial reporting processes, while helping translate complex financial data into meaningful insights that inform decision‑making.

This is an excellent opportunity for an accounting‑focused professional who thrives in a dynamic environment and is eager to contribute to building processes and supporting strategic growth.

This role is located in our Birmingham, AL office and has in‑office requirements as part of a hybrid schedule.

Key Responsibilities

• Analyze financial results and explain key drivers, trends, and risks to support business decision‑making
• Support annual budgeting, quarterly forecasting, and long‑range planning processes in partnership with finance and business leadership
• Prepare financial reporting and materials for leadership presentations, board reporting, and executive communications
• Perform unit cost, product, pricing, expense, and profitability analysis
• Partner cross‑functionally with accounting, underwriting, operations, and business teams to support ongoing initiatives
• Contribute to financial reporting accuracy through analysis, reconciliation support, and understanding of underlying accounting activity
• Support strategic growth initiatives and provide ad hoc financial analysis as needed

Core Competencies (Skills, Knowledge and Abilities)

• Strong understanding of accounting principles, financial statements, and expense management concepts
• Knowledge of budgeting, forecasting, and variance analysis
• Advanced analytical and critical thinking skills with the ability to interpret complex financial data
• Proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis
• Strong communication skills with the ability to translate financial results for non‑financial stakeholders
• Ability to collaborate effectively across accounting, finance, and business teams
• Strong problem‑solving skills with a continuous improvement mindset
• Ability to manage multiple priorities and meet deadlines in a fast‑paced environment

Minimum Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 2+ years of experience in accounting, FP&A, financial analysis, or a related finance role
• Advanced Excel proficiency
• Strong analytical, organizational, and problem‑solving skills with close attention to detail

Preferred Qualifications

• Experience in financial planning and analysis, forecasting, or budgeting
• Experience in insurance or financial services industry
• Public accounting or audit background
• Experience with financial modeling and data analysis tools
• Demonstrated curiosity, initiative, and desire to grow within a new or evolving business line

$63,500 - $85,000 a year

Protective’s targeted salary range for this position is $63,500 to $85,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees.

The internal title for this role is Analyst II Financial Analysis. #LI-AP1

Employee Benefits

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits, paid time off, paid parental leave, short‑term disability, and a cultural observance day. The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability

If you require an accommodation to complete the application and recruitment process due to a disability, please email [e-mail]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.