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EquiTrust Life Insurance Company · 2 days ago

Financial Analyst, Financial Planning and Analysis

West Des Moines, IA

Full-time

Hybrid

Entry, Mid Level

$66K/yr - $90K/yr

2+ years exp

EquiTrust Life Insurance Company is a national carrier of competitive annuity products, committed to exceptional customer service. The Financial Analyst will support the Sr. Manager and VP of Financial Planning & Analysis in driving financial planning, forecasting, and analytical initiatives, utilizing advanced Excel and Power BI skills to create insightful reports and models.

Financial ServicesInsurance

Responsibilities

Assist in monthly, quarterly, and annual financial analyses

Support the development and maintenance of company forecasts, plans, and capital plans (e.g., NAIC RBC, AM Best BCAR, and S&P Capital)

Research and monitor updates to capital requirements from the NAIC and rating agencies

Develop and maintain Power BI dashboards and reports

Participate in tracking organizational and departmental KPIs

Prepare PowerPoint presentations for senior audiences, including the Board and rating agencies

Collaborate with departments to gather data for forecasts and ad hoc projects

Partner with Investment Accounting and the Front Office to support investment analytics and planning

Identify and implement process improvements and document procedures

Support other finance and accounting initiatives as needed

Contribute to a collaborative and inclusive work environment aligned with EquiTrust’s core values

Qualification

Advanced ExcelPower BIFinancial PlanningPowerPointERP system proficiencyInsurance financial statementsProcess improvementFinance experienceCFACPA designationAnalytical skillsEffective communicatorTeam collaboratorAutonomous workProblem-solving skillsDetail-oriented

Required

Bachelor's Degree in Accounting, Finance, or Actuarial Science

Minimum of 2 years in financial planning and analysis or finance

Advanced Excel, Power BI, PowerPoint, and ERP system proficiency

Strong understanding of insurance financial statements and metrics

Excellent analytical and problem-solving skills

Detail-oriented with a data-driven mindset

Effective communicator and team collaborator

Ability to work autonomously with minimal supervision

Preferred

Process improvement/automation and life insurance or annuity industry experience

CFA Level 1 or FRM a plus

Benefits

Medical, Dental & Vision coverage

401(k) with Company Match

Paid time off: Vacation, Sick, Holiday, and more

Paid Parental Leave for both Mothers and Fathers

Hybrid/Remote Work Options

Early Friday Closure

Company

EquiTrust Life Insurance Company

When searching for a company that demonstrates integrity, strength and innovation – one that can help you meet your financial objectives – look no further.

Founded in 1966

Des Moines, Iowa, USA

501-1000 employees