Sr. Financial Analyst

OneAmerica Financial Partners, Inc; Indianapolis (IN); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan with company match

Pension plan

Life & disability insurance

Wellness program

Employee assistance program

Clinic access

Job summary

OneAmerica Financial Partners, Inc. seeks a Sr. Financial Analyst to support ILFS Distribution reporting, forecasting and analytics.

You will collaborate with ILFS stakeholders and senior leadership to drive KPI insights, build visualization tools, and improve reporting efficiency. The role requires a Finance or related degree, 5+ years of experience in financial analysis, and preferred experience in life insurance.

Qualifications

• Bachelor's degree in Finance or other business field.
• 5+ years related finance experience; life insurance industry preferred.
• Experience with Alteryx or Tableau preferred.
• Financial services or insurance industry experience preferred.
• Ability to influence cross-functional stakeholders and drive accountability without direct authority.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Facilitate distribution reporting and prepare monthly, quarterly and annual ILFS Distribution sales and recruiting reporting.
• Develop and administer incentive compensation plans.
• Build and maintain analysis and visualization tools via Tableau and other mediums.
• Perform sales forecasting and variance reviews for ILFS and enterprise leadership.
• Identify opportunities to improve data and reporting efficiency, accuracy and continuity.
• Support ad hoc project reporting and analysis.

Skills

Financial analysis

Forecasting

Stakeholder communication

Data visualization

Education

Bachelor's degree in Finance or business

Tools

Tableau

Alteryx

Job description

Indianapolis Tower
Indianapolis, IN 46282, USA

Description

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!

Our ILFS Finance team is dedicated to leveraging OneAmerica’s data to provide insights into the effectiveness, efficiency, and profitability of our ILFS distribution efforts. This includes the roles that support these sales and the subsequent activities necessary to service OneAmerica policyholders. The Sr. Financial Analyst, in coordination with the ILFS Finance team and key internal stakeholders, performs various reporting, analysis and visualization functions, along with the corresponding narration

Primary responsibilities include facilitation of distribution reporting, development of reporting and visualization tools to drive information access, sales and expense forecasting and driving efficiency within the reporting and analysis processes.

What you will do:

• Partner with key ILFS and enterprise stakeholders to develop, understand and influence the KPIs that drive ILFS divisional and enterprise success
• Collaborate, directly and consistently, with ILFS Distribution, including senior level leadership
• Coordinate and prepare monthly, quarterly and annual ILFS Distribution sales and recruiting reporting
• Develop and administer incentive compensation plans
• Ideate, develop and maintain analysis and visualization tools via Tableau and other mediums
• Perform sales forecasting and variance review activities for ILFS and enterprise leadership
• Explore opportunities to improve data and reporting efficiency, accuracy and continuity
• Identify and execute process documentation and process improvements
• Support ad hoc project reporting and analysis

What you will need:

• Bachelor's degree in Finance or other business field
• 5+ years related finance experience
  • Experience in the life insurance industry preferred
• Experience with Alteryx or Tableau preferred
• Financial services or insurance industry experience preferred.
• Ability to influence cross-functional stakeholders and drive accountability without direct authority
• Ability to manage multiple priorities and meet deadlines.

Salary Band: 06B

#LI-SH1

This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.

We offer a comprehensive total rewards package designed to support you both at work and at home. Full‑time and part‑time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:

• Medical & prescription, dental, vision insurance
• Health Savings Account & Flexible Spending Accounts
• Paid Time Off
• 10 weeks 100% paid parental leave (after completing 12 months of employment)
• 401(k) Plan with company match
• Pension Plan
• Company paid life & disability insurance
• Wellness Program & Company paid employee assistance program
• Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati)

If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.

Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

Disclaimer: American United Life Insurance Company (“OneAmerica Financial”) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.