Apply on Employer Site

Primerica · 2 days ago

Vice President, Business Partner

Duluth, GA

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Primerica is a leading provider of financial products and services, including life insurance and asset management, to middle-income households in North America. This senior leadership position will drive financial performance, provide strategic insights, and support decision-making processes across various business units, focusing on the Investments and Savings Products segment.

ConsultingFinancial ServicesInsuranceLife Insurance

Growth Opportunities

Responsibilities

Collaborate with business unit leaders to understand their objectives, challenges, and opportunities, and provide financial guidance and support accordingly

Lead financial planning and analysis activities for various areas of the business with primary focus on the Investment & Savings Product (ISP) segment. This includes budgeting, forecasting, and variance analysis, to ensure alignment with organizational goals and objectives

Will serve as subject matter expert for the economic arrangements and contributions of the ISP segment to the Company's financial performance

Will support special projects and new initiatives as needed, and will provide overlap/continuity within Business Partner leadership

Develop and maintain financial models to assess the financial impact of strategic initiatives, investments, and business decisions

Develop and monitor key performance indicators (KPIs) and financial metrics, identify trends, and proactively address issues or deviations from targets

Responsible for design, development, and maintenance of models in Enterprise Performance Management (EPM) tool (Planful)

Prepare and present financial reports, presentations, and dashboards to senior management and stakeholders, highlighting key insights, trends, and recommendations

Support quarterly and annual financial close through preparation and analysis of results for 10Q/10K filings and earnings releases

Assist relevant teams with budgeting and forecasting process, including target setting, resource allocation, and scenario planning

Requires oversight of certain SOX controls and comfort with accounting principles including understanding of accruals, prepaid expenses, and account reconciliations

Manage and develop staff in their support of Business Partner responsibilities and continued growth

Promote a culture of accountability, transparency, and operational excellence within the function

Qualification

Financial analysisBudgetingForecastingFinancial modelingGAAP Financial ReportingERP/EPM softwareTeam leadershipAnalytical skillsFINRA Series 6Communication skillsOrganizational skillsTime managementInterpersonal skillsCritical thinkingAttention to detail

Required

Bachelor's degree in finance, accounting, economics, business administration or any related discipline; MBA or advanced degree preferred

10+ years of progressive leadership experience in Corporate Finance, GAAP Financial Reporting, or other financial-focused management experience preferably within the financial services industry

FINRA Series 6 license required but may be obtained within 6 months

Excellent analytical skills, with the ability to translate data into actionable recommendations

Excellent communication skills and ability to convey financial concepts to non-financial stakeholders

Intermediate to advanced proficiency in financial software tools, including Excel, PowerPoint, and ERP/EPM software

Excellent organizational skills, effective time management, and attention to detail are critical to success

Excellent independent, interpersonal, and critical thinking skills and understands when to escalate