Financial Planning Analyst Position Available In Gwinnett, Georgia

Financial Planning Analyst Financial Planning Analyst
locations
Duluth, GA
time type
Full time
posted on
Posted 30+ Days Ago
job requisition id
R-126:032025
Join Our Team
In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special “Best of Gwinnett” winner editions. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.
About this Position
This position is responsible for the coordination, review and analysis of the company’s actual and expected financial earnings. Analyzes results, providing accurate and concise explanations of drivers and variances. Acts as a key source of information for senior management requests and in the creation of publicly reported financial documents. Utilizes FP&A software tool to model and forecast results and to create financial reports and dashboards. Coordinates the compilation of the company’s annual financial earnings budget.
This is a hybrid position.
The estimated salary range for this role is: 75K-85K
Responsibilities & Qualifications
Essential Job Duties and Responsibilities
Earnings Analysis

• Coordinate, consolidate and review earnings reports provided by financial subject matter experts for the monthly earnings package.

Examine financial results for errors and anomalies. Analyze and research emerging trends in results. Present consolidated financial results and explanations to senior management and auditors. Analyze, project and present to senior management key financial measures and performance indicators.
Manage the Company’s financial supplement and review other publicly reported financial documents

• Create and maintain the company’s financial supplement. Review and sign-off on the accuracy of financial results presented in the company’s earnings call with investors, including CEO and CFO scripts and earnings presentations.
  Forecasting/Financial Modeling
• Create and update financial models for miscellaneous revenue and expense items. Ensure modeling accurately reflects trends in the business.
  Reporting/Dashboards
• Create and maintain accurate and informative financial reports and dashboards in the company’s FP&A software tool. Ensure consolidated financial budget and forecasts are complete and reasonable
• Evaluate financial forecasts and budgets for reasonableness and completeness.

Coordinate efforts of financial subject matter experts to address or mitigate any deficiencies in financial forecasts and budgets. Assist in the maintenance and support of the company’s FP&A software models. Create presentations for senior executives and the company’s board of directors.
Minimum Qualifications
Bachelor’s degree in Finance, Accounting, or Business Management
6-10 years experience in Financial analysis, budgeting, planning and forecasting

Required Knowledge, Skills and Abilities:

Highly proficient level of Microsoft Excel,
Spreadsheet modeling and forecasting,
Managerial accounting,
Time management,
Ability to adapt quickly and meet deadlines

Preferred Education, Experience, Certifications or Licenses, Knowledge, Skills and Abilities:

Business or accounting degree,
Experience in insurance products and other financial products,
Accounting system experience
#LI-ND1
FLSA status:
This position is exempt (not eligible for overtime pay):
Yes

Our Benefits:

Day one health, dental, and vision insurance
401(k) Plan with competitive employer match
Vacation, sick, holiday and volunteer time off
Life and disability insurance
Flexible Spending Account & Health Savings Account
Professional development
Tuition reimbursement
Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission

• creating a foundation for a creative workplace that leads to innovation, growth, and profitability.

Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
Join Our Team
Our Company headquarters is located in Duluth, GA. The 367,000-square-foot building houses employees who provide first-class support to our sales force as they build their business and serve clients.
Our Benefits
Day one health, dental, and vision insurance
401(k) Plan with competitive employer match
Vacation, sick, holiday and volunteer time off
Life and disability insurance
Flexible Savings Account & Health Savings Account
Professional development
Tuition reimbursement
Company-sponsored social and philanthropy events