Job Listings

Financial Analyst - Corporate Forecasting

3700 S. Stonebridge Dr., McKinney, Texas
Job number: 15208

Job Description:

Financial Analyst - Corporate Forecasting

Primary Duties & Responsibilities

The Financial Analyst will report to and support the Sr. Finance Manager in leading Globe Life’s corporate strategic financial planning process, quarterly guidance, long-term forecast, including capital planning.  The individual will be responsible for maintaining complex financial models based on an assessment and understanding of key drivers and assumptions.  Individual will be responsible for generating financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life’s BOD, and other stakeholders.  Individual will evaluate the financial impact of key strategic initiatives, maintain financial oversight, advise operations, and support the development of appropriate KPIs, baseline projections, progress tracking and reporting to drive accountability.


  • Consolidate, reconcile, validate, and obtain clarification of financial information from multiple sources to develop annual operating plan and forecast.
  • Identify and recommend process improvements that significantly reduce workloads and reporting redundancies.
  • Work closely with cross-functional teams to consolidate the Annual Operating Summary and quarterly revisions for earnings guidance.
  • Update financial models that support the annual operating plan, forecast, reporting and analysis for corporate earnings guidance.
  • Support the development of corporate strategic business analysis and insights for executive talking points.
  • Support the development of financial models and analysis of the business performance and recommend action plans, including gap closures, considerations for managing cost, growing the revenue and profitability.
  • Support the development of capital planning models, reports, and templates.
  • Support the development of the financial business case supporting capital investments and allocation of resources and measure the impact using IRR, NPV and ROI.
  • Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting and progress tracking.
  • Develop and maintain a deep understanding of the corporate strategic initiatives, priorities and issues of the business.
  • Serve as an active member of project/initiative teams – capturing financial assumptions and offering financial perspective to project issues/challenges to drive to outcomes.
  • Collaborate with other finance team members to ensure the annual operating plan, and strategic projections accurately reflect the status of large-scale enterprise initiatives.
  • Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results.
  • Develop financial models and tools for centralized/standardized reporting and analyses that aid team.
  • Hybrid work model that includes onsite and remote days as determined by manager.

Required Skills

  • Demonstrated knowledge of corporate financial planning, reporting and analysis.
  • Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy.
  • Proven experience in building complex financial models that forecast a company’s income statement, balance sheet and cash flow.
  • Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
  • Balances data and information and makes decisions using both a sense of what is correct and logical.
  • Ability to clearly communicate compelling messages to senior leaders and partners.
  • Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business.
  • Demonstrates strong initiative with the ability to work independently, identify issues and succinctly present solutions.
  • Balances a high sense of urgency with presenting detail-oriented and accurate financial information.
  • Takes initiative and is not satisfied with the status quo.
  • Actively participates in team meetings and is involved in developing individual and team project plans.
  • Demonstrates a willingness to persist when faced with obstacles or adversity.
  • Willingness to accommodate the rigor of annual and quarterly reporting cycle.

Required Knowledge & Experience

  • 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry.
  • Bachelor’s degree in Finance, Accounting or Economics with progressive technical and operational business experience.
  • Expert level Microsoft Excel with an aptitude in financial modeling, planning systems and reporting for analysis.
  • Experience with corporate performance management software solutions, Anaplan a plus
  • Experience with data visualization software (Power BI or Tableau)

Location: 3700 S. Stonebridge Dr., McKinney, Texas

Apply Now

Current employees apply here.

Savings and Investment Plan (401K) - Eligible employees may begin participating in the plan on the first day of employment.

Pension Plan - Eligible employees who complete one year of service with the Company become participants in the Pension.* (Not available to Cleveland Employees)

Medical - Benefits are available to all eligible employees and qualified dependents the first of the month following 30 days of continuous service.

Dental** and Vision - Eligible employees and qualified dependents are able to enroll the first of the month following 30 days of continuous service.

Flexible Spending Accounts (FSA) - Our FSA has two components, Health Care and Dependent Care Accounts. These accounts allow employees to set aside a portion of their earnings on a pre-tax basis to cover out-of-pocket medical and dependent care expenses. Participation is elected on a calendar year basis and is available to all eligible employees the first of the month following the completion of 30 days of continuous service.

Health Savings Accounts (HSA) - A pre-tax Health Spending Account (HSA) is offered to those who enroll in the High Deductible Plan. It allows you to pay for health care expenses. Participation is elected on a calendar year basis and is available to all eligible employees the first of the month following the completion of 30 days of continuous service. Company contributes to HSA.

Short-Term Disability - Eligible employees may be entitled to salary continuance during periods of temporary disability. Benefits are based on employee status and years of service.*

Group Life and Long-Term Disability** - Eligible employees may elect life insurance and long-term disability coverage the first of the month following 30 days of continuous service.

Vacation and Paid Holidays - Employees are eligible for vacation upon the completion of six months of employment. In addition, the Company offers eight paid holidays.

Education Assistance - The Company supports employees who wish to continue their education to secure increased responsibility and growth within their professional careers. We offer a reimbursement program for expenses incurred through approved institutions of learning. In addition, Fellow, Life Management Institute (FLMI) and International Claim Association (ICA) program courses are offered after the completion of six months of services at no cost to the employee.

Fitness Reimbursement - Eligible employees are able to receive up to 100% reimbursement for monthly dues (employee only).

Supplemental Plans** - Cancer, Heart/Stroke, Accident.

*Please note, some benefits may vary by subsidiary. Please be sure to clarify with the Human Resources Department.
**Company paid benefit

Do I have to apply for every job that I am interested in? - Yes. Though our Talent Acquisition Team searches our database for qualified candidates, the only way to ensure that we know what position is of interest to you is if you apply for it directly.

Now that I've applied, what happens? - You will receive an immediate response from our system. Someone from our Talent Acquisition Team will review your qualifications and skills. If you're a good fit, we'll contact you to conduct an initial interview by phone, followed by assessment testing and an in person interview(s).

How do I get the contact information of the hiring manager for the job I am interested in? - It is our policy not to give contact information to external applicants. If, after you apply, it is determined that your skills and qualifications match our hiring needs, you will be contacted directly for an interview by someone on our Talent Acquisition Team.

I've been interviewed, what's next? - If selected, we'll extend a conditional offer. Then, pending a successful background check and drug screen, we'll confirm a start date.

The Whole Globe

Globe Not only is it in our name, it’s in our hearts. Our Company thrives off of diversity and has created a culture focused on inclusivity. These two components are the pillars of our foundation and the guiding principles that build our employees and leaders.

No Ceiling

SmileThe insurance industry may be traditional, but Globe Life has been, is, and always will be dedicated to building an inclusive, sustainable, and inspiring environment that does not have a ceiling on growth.