Senior Financial Analyst

Ameritas

Lincoln, NE Business Intelligence
Great opportunity for unique work doing financial analysis for our investment's divisions.

At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled

The Senior Financial Analyst will drive the business by overseeing the financial data and providing analysis for use in the investment advisor and the broker dealer arms of Ameritas. This position assists in the creation of the annual budget as well as analyzing, understanding, and monitoring of the financial results of those investments divisions.

Essential Functions:

* Develops quarterly projections related to expenses, annual budget, and sales results.
* Reconciles actual results to planned results.
* Accumulates and prepares timely and accurate financial analysis on the annual budget.
* Monitors key business reporting metrics and develops interactive reports to share with leadership.
* Coordinates the distribution of financial data, metrics or other performance measurements.
* Ensures a consistent approach is in place to maintain the financial integrity of analysis.
* Allocates indirect expenses to lines of business on a monthly basis.
* Justifies allocation rates and understands the impact of changes to the allocation model.
* Responds to routine internal and external customer inquiries.
* Assists with various finance projects as required.

Qualifications

* Bachelor's Degree or equivalent experience required.
* Up to 3 years related work experience desired.
* Excellent Excel skills preferred.
* Series 7 and 24 is helpful in this role.

We are Ameritas: proud to say we're in the business of fulfilling life.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Job ID: 2653

Posted 3 months ago

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