Financial Analyst, Financial Planning and Analysis

2 weeks ago

Chicago, IL, United States EquiTrust Full time

Posting Title: Financial Analyst, Financial Planning and Analysis
Location: Chicago, IL or West Des Moines, IA (Mostly Off-Site)
Employment Type: Full-time
Salary Range: $65,658.00-$90,280.00

About Us:
EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

How You'll Contribute:

As a Financial Analyst, Financial Planning & Analysis, you'll support the Sr. Manager and VP of Financial Planning & Analysis, as well as the Chief Accounting Officer, in driving company-wide financial planning, forecasting, and analytical initiatives. You'll leverage advanced Excel and Power BI skills to build models, develop forecasts, and create insightful reports. Your work will support decision-making across departments including Financial Reporting, Investment Accounting, Treasury, Actuarial, and Tax.

What You'll Do:

  • Assist in monthly, quarterly, and annual financial analyses.
  • Support the development and maintenance of company forecasts, plans, and capital plans (e.g., NAIC RBC, AM Best BCAR, and S&P Capital).
  • Research and monitor updates to capital requirements from the NAIC and rating agencies.
  • Develop and maintain Power BI dashboards and reports.
  • Participate in tracking organizational and departmental KPIs.
  • Prepare PowerPoint presentations for senior audiences, including the Board and rating agencies.
  • Collaborate with departments to gather data for forecasts and ad hoc projects.
  • Partner with Investment Accounting and the Front Office to support investment analytics and planning.
  • Identify and implement process improvements and document procedures.
  • Support other finance and accounting initiatives as needed.
  • Contribute to a collaborative and inclusive work environment aligned with EquiTrust's core values.
What You'll Bring:

Education:
  • Bachelor's Degree in Accounting, Finance, or Actuarial Science.
Experience:
  • Minimum of 2 years in financial planning and analysis or finance.
  • Preferred: Process improvement/automation and life insurance or annuity industry experience.
  • CPA, CFA, or LOMA designation (CFA Level 1 or FRM a plus).
Knowledge, Skills, and Abilities:
  • Advanced Excel, Power BI, PowerPoint, and ERP system proficiency.
  • Strong understanding of insurance financial statements and metrics.
  • Excellent analytical and problem-solving skills.
  • Detail-oriented with a data-driven mindset.
  • Effective communicator and team collaborator.
  • Ability to work autonomously with minimal supervision.
Physical Requirements:
  • Primarily sedentary role requiring frequent sitting and computer use.
  • Occasional lifting of up to 10 lbs.
  • Regular talking, hearing, seeing, and use of hands for data manipulation.
  • Moderate stress levels typical of an analytical and deadline-driven environment.
Where You'll Work:
  • Location: Chicago, Illinois or West Des Moines, IA
  • Work Arrangements: Mostly Off-Site
  • Travel Requirements: Occasional (5%-10% of the time)
Compensation and Pay Philosophy:The pay range for this role is $65,658.00-$90,280.00. This reflects the expected compensation for the position at the time of posting. The final offer will be based on factors such as the candidate's experience, qualifications, geographic location, and internal equity, and may be higher or lower than the posted range. The pay range is subject to change in the future in accordance with applicable laws. EquiTrust is committed to fair and competitive compensation that considers individual and organizational needs.

Total Rewards:
In addition to base pay, eligible employees may receive an annual discretionary incentive bonus and access to a competitive benefits package including:
  • Medical, Dental & Vision coverage:
  • 401(k) with Company Match
  • Paid time off: Vacation, Sick, Holiday, and more
  • Paid Parental Leave for both Mothers and Fathers
  • Hybrid/Remote Work Options
  • Early Friday Closure

EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit EquiTrust Careers.

#LI-SD01

#LI-HYBRID

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

  • Senior Financial Analyst, Financial Planning and Analysis

    2 weeks ago

    Chicago, IL, United States The University of Chicago Full time

    Department F&A FIN - Treasury Operations About the Department The primary goal of Financial Services is to support the core mission of the University through exemplary fiscal stewardship. Our services and programs are geared toward providing our customers outstanding response and service while fulfilling compliance and fiduciary obligations. Among many...

  • Senior Financial Analyst, Financial Planning and Analysis

    1 day ago

    Chicago, IL, United States The University of Chicago Full time

    Department F&A FIN - Treasury Operations About the Department The primary goal of Financial Services is to support the core mission of the University through exemplary fiscal stewardship. Our services and programs are geared toward providing our customers outstanding response and service while fulfilling compliance and fiduciary obligations. Among many...

  • Financial Planning and Analysis I

    2 weeks ago

    Chicago, IL, United States Jet Support Services , Inc. Full time

    About JSSI For more than 35 years, Jet Support Services, Inc. (JSSI) has been the leading independent provider of maintenance support, advisory services, software, and financial tools to the business aviation industry. With 6,000+ aircraft supported by maintenance programs and software platforms, JSSI leverages this wealth of data, scale, and innovation to...

  • Senior Financial Planning

    1 day ago

    Chicago, IL, United States M1 Finance Full time

    Company Description M1 Finance has created a personal wealth-building platform made for the modern era, uniting personal perspective and automated ease. We seamlessly combine free investing and low cost borrowing all in one intuitive, automated Finance Super App, and we're driven by a mission to empower personal financial well-being. We believe that...

  • Senior Financial Planning

    22 hours ago

    Chicago, IL, United States M1 Finance Full time

    Company Description M1 Finance has created a personal wealth-building platform made for the modern era, uniting personal perspective and automated ease. We seamlessly combine free investing and low cost borrowing all in one intuitive, automated Finance Super App, and we're driven by a mission to empower personal financial well-being. We believe that...

  • Lead Financial Planning Analyst

    4 days ago

    Chicago, IL, United States Code X Full time

    Lead Financial Planning Analyst (Adaptive Planning) Location: Chicago, IL Join a dynamic software company as a Lead Financial Planning Analyst specializing in Workday Adaptive Planning! We are seeking an experienced individual to bolster our FP&A team in crafting robust financial forecasts and driving both short- and long-term investment strategies. If you...

  • Lead Financial Planning Analyst

    4 days ago

    Chicago, IL, United States Code X Full time

    Lead Financial Planning Analyst (Adaptive Planning) Location: Chicago, IL Join a dynamic software company as a Lead Financial Planning Analyst specializing in Workday Adaptive Planning! We are seeking an experienced individual to bolster our FP&A team in crafting robust financial forecasts and driving both short- and long-term investment strategies. If you...

  • PMO Financial Reporting Analyst

    1 week ago

    Chicago, IL, United States BMO Financial Group Full time

    This is a hybrid role requiring 1-3 days in the Chicago office Overview: The PMO Financial Reporting Analyst acts as a key liaison for the Delivery Project Management team, ensuring accurate and consistent financial reporting across all projects. This role is responsible for: Financial Management: Maintaining and improving financial reports, decks, and...

  • Analyst, P&C Financial Planning

    2 weeks ago

    Chicago, IL, United States Kemper Full time

    Location(s) Chicago, Illinois Details Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and...

  • Financial Analyst

    20 hours ago

    Chicago, IL, United States American Arbitration Association Full time

    Financial Analyst Location: Chicago, IL, United States Date Posted:Dec 30, 2025 The American Arbitration Association is an equal opportunity employer (EEO) and considers all employees and applicants for positions without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, or status as a covered...