Financial Analyst II

4 weeks ago

Addison, United States National Life Group Full time

At National Life Group, we are on a digital transformational journey changing how we think about, organize, and utilize our data. To provide an outstanding experience to our customers, it is critical that we have timely, accurate, and impactful insights and analysis. We are seeking an analyst to generate and deliver insights that will drive improvements and enable smart decision-making, focusing on sales and related metrics of our products. In this role, you will be responsible for diving deep into analysis and working with a broad set of data sources, analytical tools, and visualization software to help the business solve real problems and drive results. A successful candidate will display strong analytical as well as interpersonal skills and a deep interest in understanding our business. The ability to develop strong relationships with our internal customers, fully understanding their needs, and using data to drive business impact will be paramount.

Key Responsibilities

Partnering with the business: Establish and maintain strong partnerships with business leaders in Distribution to understand their business areas and important priorities. Develop a ‘thinking partner’ relationship with them, bringing data and analysis to illuminate their decision-making. Reporting: Provide Distribution leadership with the data they need to effectively run their business areas Design, create and maintain a data self-service ecosystem (dashboards, automated reports) that meets their needs Create ad-hoc reports as needed

Analysis and storytelling Proactively monitor and dig into relevant trends or tackle questions that are brought to us for analysis, providing a compelling and clear narrative to Distribution leaders based on sharp analysis Provide data-driven actionable recommendations that focus on our key operational goals Modeling: Build and maintain simple models to help the business plan for the future (e.g. staffing models, regression models, etc.)

Strengthening a culture of data: Educate customers at all levels of the organization on data insights, self-service dashboards, and other data-related tools or applications Support the development of our Data Community through partnerships with other analysts on the team and throughout the company

Skills And Requirements

Demonstrated ability to understand, work with and interpret data effectively to impact business results Caring curiosity, demonstrated in proactive & reactive solutioning, asking questions, learning this business, knowledge building connected to the outcome and the impact on others Acting with urgency in performance, execution, decisioning, and responsiveness Focus on quality, and the ability to improve control procedures A customer service mindset with excellent communication skills, the ability to influence at all levels, and a talent for conveying complex findings in a clear and actionable way Proficiency in data visualization tools, Tableau is preferred Proficiency in working with Alteryx and SQL, preferred Ability to thrive in a fast-moving start-up environment, a strong team player, and excited by the prospect of taking on all tasks no matter how big or small Ability to successfully pass a background check that may include fingerprinting US work authorization - we are unable to consider candidates who will require visa sponsorship

Education

Bachelor’s degree in a quantitatively rigorous field (e.g. Business Analytics, Statistics, Finance, Accounting, Economics, Mathematics, Actuarial Science, Engineering, etc.) 2+ years of experience solving real world problems for businesses, using data and analysis

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 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.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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