Senior Financial Reporting Analyst — Insurance (Hybrid)

Lever, Inc.; Birmingham (AL); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Paid time off

Job summary

Protective is seeking a Senior Analyst, Financial Reporting to support financial reporting across annuity products, the Retirement segment, and related entities. This role offers ownership of financial results and visibility to leadership, with opportunities to influence reporting quality, controls, and process improvements.

The position is hybrid, reporting to the Birmingham, AL office three days a week, and requires a strong accounting foundation and the ability to lead complex analyses and

Qualifications

• Bachelor's degree in Accounting or closely related field.
• Four or more years of progressive experience in accounting, financial reporting, auditing, or a related discipline.
• Demonstrated experience analyzing financial results and investigating variances.
• Knowledge of financial reporting processes, internal controls, reconciliations, and month-end or quarter-end close activities.
• Experience working with complex financial data and delivering accurate, timely results.
• Ability to lead projects, workstreams, or key deliverables with limited supervision.
• Proven ability to collaborate effectively across functions and levels of an organization.

Responsibilities

• Lead quarterly earnings analysis for annuity products, identifying and explaining key trends, variances, and financial drivers.
• Prepare and review Retirement segment reporting packages, earnings analyses, disclosures, and close-related deliverables.
• Present financial results during quarterly review meetings and perform follow-up analysis to address management questions.
• Perform and review GAAP and statutory income statement and balance sheet variance analyses for assigned products, legal entities, and reporting areas.
• Serve as the primary accounting and financial reporting contact for assigned product transactions and reporting responsibilities.
• Research and evaluate complex accounting matters, new transactions, reinsurance arrangements, and emerging reporting requirements.
• Coordinate reporting activities and critical deadlines across multiple stakeholders to ensure timely and accurate deliverables.
• Support reporting and analysis related to assigned legal entities and subsidiaries, including reinsurance-related activity.
• Partner with actuarial, FP&A, accounting, investment accounting, reinsurance accounting, technology, and operational teams to resolve issues impacting financial results.
• Execute and document internal controls and support internal and external audit requests.
• Identify reporting risks, control enhancement opportunities, and process improvement initiatives.
• Lead or contribute to automation efforts, reporting enhancements, and the implementation of new accounting or business requirements.
• Provide technical guidance, work direction, and quality review for team members supporting reporting activities.

Skills

Financial analysis

Problem solving

Communication

Organizational skills

Cross-functional collaboration

Professional judgment

Process improvement

Attention to detail

Excel proficiency

Education

Bachelor's degree in Accounting

Tools

SAP S/4HANA

Analysis for Office

Job description

Protective is seeking a Senior Analyst, Financial Reporting to support financial reporting across annuity products, the Retirement segment, and related entities. This role offers ownership of financial results and visibility to leadership, with opportunities to influence reporting quality, controls, and process improvements.

The position is hybrid, reporting to the Birmingham, AL office three days a week, and requires a strong accounting foundation and the ability to lead complex analyses and