Financial Systems Analyst I or II

3 weeks ago


Addison, United States National Life Group Full time
Financial Systems Analyst I/II

The Financial Systems Analyst I/II position reports to the AVP and Actuary on the Annuity Valuation team, supporting financial reporting of Deferred Fixed Annuity and Payout Annuity line of businesses.

Key Responsibilities

  • Support quarterly and annual financial reporting of reserves and other actuarial items and maintain/enhance valuation controls - Statutory, GAAP, and Tax reserves for Deferred and Payout Annuities
  • Collaborate with other valuation team members and work on continuous process improvement, analysis and documentation
  • Perform experience studies and support annual GAAP assumption unlocking project
  • Support various audit requirements (internal audit, external, regulatory) and rating agency / industry surveys
  • Support department's recurring and ad-hoc projects


Job Requirements

  • Bachelor's degree - mathematics, economics, finance, computer science or related degree preferred
  • Experience - 0-3 years of financial services preferred
  • Ability to work independently
  • Strong math, analysis and communications skills and the ability to work as part of a team.
  • Understanding of MS Office suite of applications including very strong Excel skills.


In office (TX or VT) 3 days a week required.

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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