Senior FP&A Analyst - Insurance Forecasting & Growth

National Life Group; Addison (TX); Hybrid; USD 92,000 - 135,000; Full time

Job summary

National Life Group, Addison, TX, is seeking a Financial Planning and Analysis professional to drive financial analysis, reporting, and forecasting for Life and Annuity products. The role includes cost-benefit analysis and supporting cross-functional initiatives while building relationships across the organization.

The position features an onsite hybrid schedule with four in-office days per week (Mon–Thu). Requirements include a Bachelor’s in a business field and 4–6 years of relevant

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• 4–6 years of financial analysis experience, preferably in insurance or financial services.
• Proficiency with Microsoft Office, especially Excel.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Authorized to work in the United States and pass a securities background check.

Responsibilities

• Monthly detailed expense analysis and timely reporting.
• Provide recommendations and pro-active solutions to address business needs.
• Leverage technology tools to automate and improve existing processes and reporting.
• Integrate benchmarking into analysis process to influence key business decisions.
• Metric design, reporting and analysis.
• Cost benefit analysis on strategic projects.
• Forecasting and planning for earnings and expenses.
• Assist with other finance related projects as needed.

Skills

MS Office

Analytical skills

Communication skills

Time management

Education

Bachelor's degree in finance, accounting or related field

Tools

SQL

DataBricks

Microsoft Access

Job description

National Life Group, Addison, TX, is seeking a Financial Planning and Analysis professional to drive financial analysis, reporting, and forecasting for Life and Annuity products. The role includes cost-benefit analysis and supporting cross-functional initiatives while building relationships across the organization.

The position features an onsite hybrid schedule with four in-office days per week (Mon–Thu). Requirements include a Bachelor’s in a business field and 4–6 years of relevant