Protective Life · 11 hours ago
Financial Analyst II - Financial Planning & Analysis
Birmingham, AL
Full-time
Hybrid
Entry, Mid Level
$64K/yr - $80K/yr
2+ years expProtective is a company that helps protect customers against life’s uncertainties. The Financial Analyst II on the Financial Planning & Analysis team will drive financial insights, focusing on expense management, reporting, and analysis to support various business divisions.
FinanceFinancial ServicesInsurance
Responsibilities
Maintain, calculate, and execute monthly expense allocations
Conduct expense reviews to identify unusual variances and determine root causes
Prepare and present expense variance reports with clear analysis and commentary
Complete calculations of deferred acquisition costs (DAC)
Produce unit cost reporting and provide insights that support operational decisions
Prepare journal entries with complete and accurate supporting documentation
Complete account reconciliations and ensure compliance with internal controls
Partner with FP&A, Accounting, and business leaders to resolve discrepancies and enhance reporting accuracy
Support annual budgeting and recurring forecasting cycles using Systems Applications and Products in Data Processing (SAP), Microsoft Excel, and Anaplan
Contribute to additional FP&A analyses, reporting enhancements, and process improvement initiatives
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
Minimum 2 years of relevant accounting, finance, or FP&A experience
Advanced Excel proficiency
Experience with SAP or similar general ledger/ERP systems; Anaplan experience is a plus
Strong attention to detail and accuracy
Effective interpersonal and communication skills with the ability to work across teams
Advanced Microsoft Excel proficiency, including complex formulas, pivot tables and data analysis
Strong analytical and critical‑thinking skills with the ability to work with large and complex data sets
Knowledge of accounting principles, financial statements, expense classifications, and internal control practices
Ability to identify root causes behind financial variances and clearly explain trends
Ability to manage multiple priorities and meet deadlines in recurring monthly and quarterly cycles
Ability to work independently while collaborating effectively with cross‑functional teams
Strong communication skills with the ability to translate financial information for non‑financial audiences
Continuous improvement mindset with an interest in enhancing processes, spreadsheets, and reporting tools
Preferred
Understanding of expense allocation methodologies and cost analysis is a plus
Benefits
Comprehensive health, dental and vision insurance
Mental health benefits
Employee assistance program
Paid time off
Paid parental leave
Short-term disability
Cultural observance day
Contributions to healthcare accounts
Pension plan
401(k) plan with Company matching
ProHealth Rewards
Company
Protective Life
Protective is a holding company, whose subsidiaries provide financial services
1001-5000 employees
H1B Sponsorship
Protective Life has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (3)
2022 (1)
2020 (3)
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-06-04Acquired
2002-10-04IPO
Leadership Team
Richard Bielen
President and Chief Executive Officer
Paul Wells
Chief Financial Officer
Recent News
Business Wire
2026-01-05
Company data provided by crunchbase