Hybrid Distribution Finance Analyst — Impact

National Life Group; Montpelier (VT); Hybrid; USD 62,000 - 91,000; Full time

Benefits offered by this job

Benefits start day one

401(k) eligibility

Paid time off

Job summary

National Life Group in Montpelier, VT, is seeking a Distribution Finance Analyst to support financial planning, forecasting, and analytics for life and annuity sales. You will deliver timely, accurate insights to drive performance in a pay-for-performance environment.

The role requires a finance/analytics background, strong Excel and data visualization skills, and the ability to communicate complex findings clearly to non-technical partners. Hybrid onsite schedule.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Data Analytics, or a related field.
• Strong financial and analytical background with critical thinking.
• Excellent data organization and proficiency in Excel.
• Customer service mindset with clear communication across levels.
• Ability to act with urgency and improve processes for efficiency.

Responsibilities

• Modeling and analysis of distribution incentives and compensation programs.
• Develop forecasting tools to evaluate distribution financial health and expenses.
• Collaborate with distribution leaders to interpret data and influence decisions.
• Maintain incentive forecasting tools and program effectiveness measures.
• Partner with cross-functional teams to ensure financial consistency.

Skills

Analytical thinking

Communication

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Economics, Mathematics, Data Analytics, or a related field

Tools

Excel

Power BI

SQL

Job description

National Life Group in Montpelier, VT, is seeking a Distribution Finance Analyst to support financial planning, forecasting, and analytics for life and annuity sales. You will deliver timely, accurate insights to drive performance in a pay-for-performance environment.

The role requires a finance/analytics background, strong Excel and data visualization skills, and the ability to communicate complex findings clearly to non-technical partners. Hybrid onsite schedule.