Investment Analyst II - Financial Research & Reporting

Horace Mann; United States; On-site; Full time

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.

#VIZI

Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.

We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.

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

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