Globe Life · 1 day ago
Financial Analyst - Corporate Forecast (Hybrid)
Federal Way, WA
Full-time
Hybrid
Entry, Mid Level
2+ years expGlobe Life is committed to empowering employees and fostering a caring culture. They are seeking a Financial Analyst - Corporate Forecast to develop financial models, generate reports, and evaluate the financial impact of strategic initiatives.
Financial ServicesInsurance
Responsibilities
Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance
Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance
Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast
Identify, design, and implement enhancements to existing forecasting and reporting processes and systems
Support the development of corporate strategic business analysis and insights for executive talking points
Develop capital planning models, reports, and templates
Partner with business operations to develop 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
Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities
Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s)
Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues
Serve as an active member of project/initiative teams – capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes
Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large-scale enterprise initiatives
Identify and recommend process improvements that significantly reduce workloads and reporting redundancies
Develop the financial business cases for presentation to senior leadership
Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results
Mentor and train other members of the Corporate Financial Planning & Analysis team
Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives
Qualification
Required
Bachelor's degree in Finance, Accounting, or Economics with progressive technical and operational business experience
2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry
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, making decisions based on 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 detailed and accurate financial information
Takes initiative and is not satisfied with the status quo
Leads and 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 the annual and quarterly reporting cycle
Expert-level Microsoft Excel with an aptitude in financial modeling, planning systems, and reporting for analysis
Reliable and predictable attendance of your assigned shift
Ability to work full time and/or part time based on the position specifications
Preferred
Holding or actively working towards a CPA, CFA, or MBA is a plus
Experience with corporate performance management software solutions Anaplan is a plus
Experience with data visualization software (Power BI or Tableau) is a plus
Benefits
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Company
Globe Life
Globe Life is an insurance company.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$250M2024-08-15Post Ipo Debt· $250M
2019-08-09IPO
Leadership Team
Frank Svoboda
Executive Vice President and Chief Financial Officer
Recent News
PR Newswire
2025-11-07
2025-10-29
Company data provided by crunchbase