Job Listings

Senior Analyst - Technology Finance & Analytics

3700 S. Stonebridge Dr., McKinney, Texas
Job number: 15285

Job Description:

Senior Analyst - Technology Finance & Analytics

Primary Duties & Responsibilities

The Sr. Financial Analyst will assist in the design, development and on-going management of the planning and budgeting processes, reporting and ad hoc analysis. This position will report directly to the Manager, Financial Planning and Analysis.  The position will entail a variety of responsibilities, including, but not limited to, providing assistance with budgeting, forecasting, building financial models, automating management reporting, and ad-hoc analysis.  This role will be an individual contributor and will not have direct management responsibilities.

 

  • Support the development of high quality and accurate annual operating plans, long-term forecasts, and quarterly revision.
  • Research and provide a comparison of actual to plan, prior quarter and prior year, as well as clear and concise variance explanations that highlight risks and opportunities.
  • Develop a deep knowledge of the business by engaging with the business areas as a partner in thoughtful conversations about their specific areas of operation and planning assumptions.
  • Develop and monitor KPIs and identify the causes of any unexpected variances.
  • Manipulate and analyze large transactional data sets, interpret, and summarize the data for metrics reporting and business insights highlighting trends and anomalies for executive management.
  • Serve as a resource to team members and applicable stakeholders on ad-hoc financial analysis assignments and projects.
  • Provide oversight and assist as needed for the invoicing/billing process for area of responsibility – including but not limited to accurate coding to GL, appropriate business unit allocations, and processing in a timely manner each month.
  • Identify and recommend process improvements that significantly reduce workloads and reporting redundancies.
  • Use data analytics to draw conclusions and present financial and operational insights to support timely executive level decision-making.
  • Assist in development and implementation of change management activities related to system implementations, planning workflow and automation of reporting.

Required Skills

  • Proven analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
  • Embraces new technologies quickly and applies new technology solutions to everyday tasks.
  • Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
  • Ability to analyze, synthesize and evaluate information to support decisions.
  • Demonstrates Initiative by proactively identifying what needs to be done.
  • Effective communicator with strong interpersonal verbal and written skills
  • Strong customer focus ensuring resolution of issues while striving to create the best experience for all stakeholders.
  • 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

Required Knowledge & Experience

  • Bachelor’s degree in business, Accounting, Finance, or Economics
  • Accounting and finance experience supporting IT organizations in financial services industry is preferred.
  • Minimum 3-5 years of experience in a large corporate environment with responsibilities in areas of budgeting, forecasting, financial modeling, and operational expense management is required.
  • Expert level Microsoft Excel with an aptitude in systems and financial modeling
  • Experience building and maintaining complex financial models leveraging large data sets.
  • Experience with statistical, analytics and database software preferred (SQL, SAS)
  • Experience with performance management planning software, Apptio preferred.

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.