About this Position We are looking for Senior Financial Analyst to join our Finance Department. Responsibilities and Qualifications Responsibilities: Prepare and upload term life and segregated fund data to the Company’s data layer solution (the data layer) on a periodic basis Prepare control files to ensure accuracy and completeness of staging, enrichment, and aggregation processes Review data layer reports to ensure quarterly processes have been executed correctly and accurate through the data layer Responsible to run RiskIntegrity software (“RI”) and review RI reports to ensure processes have been executed completely and accurately Review transactional data output from RiskIntegrity and prepare journal entries for recording into Workday Financials Compare Workday Financial Reports with RI reports to ensure accuracy and completeness of transaction posting Prepare quarterly and annual regulatory filings, financial statements, and insurance-related note disclosures Reconcile insurance related balance sheet accounts on a periodic basis and investigate large or unusual variances Prepare various surveys and develop standard procedures for survey completion Review accounting and reporting pronouncements and updates on a periodic basis to assess changes in data and reporting requirements Perform impact assessment on data layer and other processes due to those changes, including impacts on insurance related disclosures Assist in all financial reporting related processes and controls improvement initiatives including upgradation of data layer and implementation of newer versions of RiskIntegrity software Financial reporting related special projects and other miscellaneous duties, as required Qualifications: Professional accounting designation – CPA, ACCA or another international accounting designation or pursuing towards the designation Minimum three to five years financial reporting and accounting experience, preferably in the financial services industry, mainly life insurance Prior experience with regulatory reporting and/or audit is an asset Strong analytical and practical problem-solving skills Work independently and manage tight deadlines and priorities Strong initiative and ability to work under pressure and manage multiple projects with strong follow through skills Highly flexible to work in a team environment, as well as independently with minimal supervision Results-driven and highly detail-oriented Excellent verbal and written communication skills Advanced Excel skills and proficient in MS office programs 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. Primerica is a leading provider of financial products and services to middle-income families in the United States and Canada. Since 1977, Primerica has provided essential financial services and products that have helped millions of middle-income households protect their families and save for the future. We insure over 5.7 million lives and have over 2.9 million client investment accounts. Headquartered in metro Atlanta, Primerica is a Fortune 1000 company with over 3,400 employees located in the U.S. and Canada. Our employees are an integral part of achieving Primerica’s mission in creating more financially independent families and supporting more than 141,000 licensed financial representatives across North America. The Company’s competitive salaries, award-winning benefits packages, and employee recognition programs are just a few of the reasons the average employee tenure is 13 years. Awards and Recognitions Forbes America’s Best Midsize Employers Newsweek’s America’s Greatest Workplaces USA Today’s Top Workplaces USA Atlanta Journal-Constitution’s Top Workplaces #1 Most Trusted Life Insurance Company by Investor’s Business Daily #3 Most Trusted Financial Company by Investor’s Business Daily Our stock is traded on The New York Stock Exchange under the symbol “PRI.” If you need an accommodation with any part of the application process, please email Recruiting@primerica.com. www.primerica.com PRIMERICA CAREERS Don't see a job that you are interested in? Introduce yourself and submit your resume to our recruiters. We'll get in touch if there's a role that seems like a good match.
