Financial Planning and Analysis Expense Manager


Are you a dynamic, action-oriented accounting leader adept at problem solving through collaboration and insights? Seeking a role that has enterprise wide exposure and partnerships?

Ameritas seeks an innovative and disciplined Financial Planning and Analysis Expense Manager to develop and lead an expense analysis and budgeting team in a robust evaluation of expenses and strategies. This position manages the budgeting process for $550 million of annual expense for the Enterprise and leads the analysis of expenses in a way that informs and drives business decisions. This position will provide strategic, innovative leadership and oversee operational management of the Financial Planning and Analysis Expense team.

Essential knowledge and skills to be exhibited include strong organizational awareness; current insurance industry knowledge; an aptitude for changing regulatory environment; expense management, development and budgeting; and an ability to anticipate landmines while ensuring an effective approach is taken when maneuvering the complex situations. An understanding of related financial processes and financial accounting systems, including PeopleSoft is also important.

Essential Job Functions

* Manages consolidated expense input and reporting; provides insight and direction
* Manages monthly expense variation analysis; directs the evaluation of key metrics and variations and provides insights to senior management
* Manages the development and communication of annual expense targets; consults with teams throughout the Enterprise to develop plans to achieve results
* Oversees the development of cost allocation rates and the allocation of expenses to product lines
* Leads special projects aimed at disciplined expense management
* Reviews and evaluates expense accruals
* Develops Enterprise expense allocation policies
* Manage the development of team in their technical and leadership skills through continuous training, coaching and feedback


* BA in Accounting
* 8-10 years' related experience
* Experience effectively leading and managing teams
* Experience collaborating with business partners, examiners/auditors
* Ability to build strong customer relationships
* Organization and planning skills
* Strong knowledge of Excel
* Experience with budgeting tools preferred
* Life insurance industry experience preferred

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.

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

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Job ID: 5561

Posted 13 days ago

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