About Company
National Life Group has a rich history dating back to 1848, proudly serving Americans with financial security and peace of mind. Headquartered in Montpelier, Vermont, we are a leading provider of life insurance and annuity products, dedicated to helping individuals, families, and businesses achieve their financial goals. Our mission is to do good in the communities where we live and work, fostering a culture of integrity, innovation, and unwavering commitment to our policyholders. We believe in empowering our employees to make a meaningful difference, not just in their careers, but in the lives of those we serve. Join a company that values its people, fosters growth, and has a strong sense of purpose, contributing to the financial well-being of thousands nationwide.
Job Description
Are you an analytical thinker with a passion for numbers and strategic financial planning? National Life Group, a venerable institution with a commitment to doing good, is seeking a diligent and forward-thinking Financial Planning Analyst to join our robust finance team in Montpelier, Vermont. This is a unique opportunity for an individual to play a pivotal role in shaping the financial future of a long-standing and respected organization. As a Financial Planning Analyst, you will be instrumental in supporting our strategic decision-making processes through meticulous financial modeling, comprehensive budgeting, accurate forecasting, and insightful variance analysis. You will collaborate closely with various departments, providing critical financial insights that drive operational efficiency and support growth initiatives across our diverse portfolio of life insurance and annuity products.
The ideal candidate will possess a strong foundation in financial principles, exceptional analytical capabilities, and a keen eye for detail. You will be responsible for preparing detailed financial reports, developing sophisticated financial models to evaluate business initiatives, and participating in the annual budget cycle. Beyond the numbers, this role offers the chance to translate complex financial data into actionable intelligence for senior leadership, influencing key strategic decisions. We are looking for someone who thrives in a collaborative environment, can communicate complex financial concepts clearly, and is eager to contribute to a company with a mission-driven culture. This role offers the flexibility of a full-time position, ensuring comprehensive involvement in our financial operations and strategic projects. This is more than just a numbers job; it’s about being a strategic partner in securing futures and upholding a legacy of trust and service.
Key Responsibilities
- Develop and maintain complex financial models to support strategic planning and business initiatives.
- Conduct thorough variance analysis comparing actual results to budgets and forecasts, identifying key drivers and trends.
- Assist in the preparation of annual budgets and multi-year financial forecasts.
- Generate accurate and timely financial reports for management and stakeholders, providing clear insights and recommendations.
- Collaborate with various departments to gather financial data and understand business operations.
- Analyze market trends and economic factors that could impact the company's financial performance.
- Identify opportunities for process improvements and efficiency gains within financial planning and analysis.
- Support ad-hoc financial analysis and special projects as required by senior management.
Required Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 2+ years of experience in financial planning and analysis, corporate finance, or a related analytical role.
- Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUPs, financial modeling functions).
- Strong analytical and problem-solving skills with meticulous attention to detail.
- Excellent written and verbal communication skills, with the ability to present complex financial information clearly.
- Demonstrated ability to work independently and as part of a team in a fast-paced environment.
- Proficiency with financial reporting software (e.g., SAP, Oracle, Hyperion) is a plus.
Preferred Qualifications
- Master's degree in Finance or MBA.
- CPA, CFA, or progress towards these designations.
- Experience within the insurance or financial services industry.
- Familiarity with data visualization tools (e.g., Tableau, Power BI).
Perks & Benefits
- Comprehensive health, dental, and vision insurance plans.
- Generous paid time off (PTO) and paid holidays.
- 401(k) retirement plan with company match.
- Opportunities for professional development and continuing education.
- On-site fitness center and wellness programs.
- Employee assistance program (EAP).
- Life and disability insurance.
- Employee discount programs and community involvement opportunities.
How to Apply
Interested candidates are encouraged to apply directly through our career portal by clicking the link below. Please submit your resume and a cover letter detailing your relevant experience, your passion for financial analysis, and why you are a great fit for National Life Group’s mission-driven culture. We look forward to reviewing your application and exploring how your skills can contribute to our team.