Senior FP&A Analyst — Power BI, Modeling & Planning

EquiTrust; Chicago, West Des Moines (IL, IA); Hybrid; USD 66,000 - 119,000; Full time

Benefits offered by this job

401(k) with Company Match

Paid time off

Paid Parental Leave

Hybrid/Remote Work Options

Early Friday Closure

Job summary

EquiTrust Life Insurance Company, based in Chicago, IL, is seeking a Financial Analyst, Financial Planning & Analysis to support forecasting and analytics across departments. You will build models in Excel and Power BI, develop reports, and partner with investment accounting and front office to drive planning.

The role offers a hybrid work arrangement and a path toward seniority. The role requires 2+ years in financial planning & analysis, strong modeling and BI capabilities, and knowledge of

Qualifications

• Strong financial modeling, analytical, and problem-solving skills.
• Strong understanding of financial statements, financial metrics, and underlying business processes
• Ability to analyze and synthesize large data sets into meaningful insights that support informed decision-making
• Strong attention to detail and commitment to producing accurate, high-quality work
• Effective written and verbal communication skills
• Ability to develop positive working relationships across departments and organizational levels
• Ability to manage multiple priorities and work both independently and collaboratively
• Advanced working knowledge of Excel
• Working knowledge of PowerPoint, Power BI, ERP systems, and other accounting and finance applications
• Understanding of forecasting, financial planning, and budgeting processes
• Ability to identify opportunities for process improvement and automation with a data-driven mindset
• Life insurance and/or annuity industry experience is preferred

Responsibilities

• Support the development and maintenance of company forecasts, financial plans, business plans, and capital plans
• Perform monthly, quarterly, and annual financial analysis, including monitoring key performance indicators, identifying trends, and analyzing unexpected variances
• Build, maintain, and enhance financial models using advanced Excel tools and other business intelligence applications
• Develop and maintain Power BI reports, dashboards, and other management reporting tools
• Partner with departments across the organization to gather, analyze, and validate data used in planning, forecasting, reporting, and ad hoc analysis
• Partner with Investment Accounting and the Front Office to develop investment analytics and support the investment planning process
• Support capital planning and analysis, including applicable regulatory and rating agency capital frameworks
• Prepare presentations and financial materials for senior management, the Board of Directors, rating agencies, and other stakeholders
• Work with data and technology partners to improve the quality, accessibility, and effectiveness of information used for reporting, forecasting, and decision-making
• Identify opportunities to improve processes, strengthen controls, increase efficiency, and enhance documentation
• Provide ad hoc financial reporting and analysis to support organizational priorities

Skills

Financial modeling

Power BI

Advanced Excel

Forecasting

Data analysis

Presentation skills

Communication

Attention to detail

Education

Bachelor's degree in Accounting, Finance, Actuarial Science, or related field

Tools

Power BI

ERP systems

Power Query

Job description

EquiTrust Life Insurance Company, based in Chicago, IL, is seeking a Financial Analyst, Financial Planning & Analysis to support forecasting and analytics across departments. You will build models in Excel and Power BI, develop reports, and partner with investment accounting and front office to drive planning.

The role offers a hybrid work arrangement and a path toward seniority. The role requires 2+ years in financial planning & analysis, strong modeling and BI capabilities, and knowledge of