Financial Leadership Rotational Program Associate

3 weeks ago

Montpelier, United States National Life Group Full time

Finance Leadership Rotation Program - June 2025 Start

We are looking for talented, driven, and passionate people who aspire to lead others and are excited to join an early career program that offers robust hands-on development for our Finance Leadership Rotations beginning in the Summer of 2025.

The finance leadership rotation program consists of three approximately one-year rotations through our organizations finance and accounting functions and is designed to provide you with the capabilities, exposure, and development needed to accelerate your career.

Each rotation in different business units will help grow your financial acumen and business knowledge to build an overall understanding of National Life Group, knowledge of the life insurance industry, and position you for future growth opportunities.

The potential business areas you will rotate through are:

Financial Reporting – Learn about the financial statements prepared on a GAAP and Statutory basis, be part of the financial close, and work closely with internal stakeholders as well as external auditors to communicate results.Corporate Accounting – Work closely with the team on recording direct expenses, including accounts payable, expense accruals, allocations, and cash account reconciliations. Gain exposure to finance IT systems.Internal Audit - Gain a foundational understanding of the Audit process, including risk assessment, internal control identification and testing techniques. Our team works across all levels and functions in the organization to ensure the integrity of the financial statements and company processes.Treasury - Learn all about how cash goes in/out of the organization and assist on banking solutions and services to enhance the customer experience. Our team forecasts investable cash to optimize daily cash management, liquidity, and debt obligations. This helps support National Life's Investment team on maximizing market opportunities.Reinsurance - Assist with the administration of reinsured policies for all lines of business in accordance with the reinsurance agreements between National Life Group and reinsurance companies. Our team interacts regularly with reinsurers, underwriters, and claims examiners to ensure efficient and accurate financial reporting.Field Services Finance – The team supports distribution by planning, forecasting, and reporting on sales results, creating and administering field incentives, budgeting and managing distribution expenses, and providing insight to distribution leadership on holistic agency performanceFinancial, Planning and Analysis - Gain a broad understanding of how National Life measures and evaluates its financial performance, projects future results, and sets short and long-term targets while working with stakeholders across the enterprise.Tax - This position will touch all aspects of the corporate tax function including tax compliance, tax accounting, and process improvements driven by data analysis.  The position offers a great opportunity to gain broad tax, finance, and industry experience at a growing organization.

As a participant in the program, your development will be supported through on-the-job learning and continuous mentorship with the goal to assist your personal and professional development. Candidates pursuing a CPA, CIA, CMA or a similar designation will be offered rotations with the qualifying experience and supervision necessary to meet the guidelines of the credential. By growing your finance and accounting career at NLG, you will have unparalleled exposure and learning opportunities and the chance to make a lasting impact across the organization.

Job Specifications

Bachelor’s degree in Accounting, Finance, Math, Economics, or Business is preferredDemonstrated leadership abilitiesExcellent written and verbal communication skillsCreative problem solving and strong analytical reasoning skillsStrong interpersonal skillsHighly motivated and self-directedAble to work independently within established timeframesAbility to think strategically and respond tactically in a dynamic environmentWell organized and able to handle multiple priorities at one timeComfortable with ambiguityThe 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 Group1 National Life DrMontpelier, VT 05604Social Media Policy Site Disclosure and Privacy Policy 

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