Financial Planning and Coordination Manager


Do you have strong interpersonal and organizational skills coupled with a strong financial background?

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

This Financial Planning and Coordination Manager position has primary responsibility for the leading the coordination of the annual financial plan, our relationship with rating agencies, and senior management level reporting. This position fulfills an essential role within the Enterprise and is key to the coordination of the annual financial planning and reporting processes.

What you do

* Leads the organization's efforts related to the reporting of strategic plans and the consolidated annual financial plan.
* Coordinates the preparation of the annual rating agency surveys and quarterly monitoring. Coordinates and leads the annual rating agency meetings.
* Prepares strategic and financial plan presentations and other communications for Senior Leaders and the Board of Directors.
* Provides detailed review of financial data provided and coordinates explanations where needed.
* Utilizes available tools and Enterprise relationships to provide robust explanations.
* Coordinates reporting of financial scenarios with key stakeholders.
* Provides ad Hoc and recurring reporting for the Board of Directors and internal communications at request of CFO and CEO
* Coordinates strategic business review meetings to progress against goals and financial results.

What you bring

* Bachelor's Degree in accounting or finance
* 4-7 years of related experience
* CPA is preferred.

What we offer

* Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
* Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
* We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
* A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
* Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Job ID: 7133

Posted 21 days ago

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