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Lead Finance Analyst

Company: Ameritas
Location: Lincoln
Posted on: June 10, 2021

Job Description:

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.

Ameritas is seeking a Lead Finance Analyst to join the Accounting team.  In this role, you will lead the financial support by providing calculations, reporting and analysis of financial results related to the Broker Dealer and Registered Investment Advisor (BD/RIA) division, identify needs of the business and deliver monthly and quarterly financial reports as well as work cross-functionally with other departments across the enterprise.

What you do

* Prepare and review timely, accurate production financial analysis and reporting.

* Lead and prepare robust analysis of business results and drivers to identify improved business performance potential.

* Review projections and forecasts related to sales program outcomes and sales results, by leveraging experience and knowledge in formulating recommendations.

* Manage financial plan preparation, including sales production planning and alignment of resources to execute plan initiatives and cross functional deliverables.

* Proactively identify opportunities to enhance business processes and data delivery.

* Ensure controls are in place to maintain the financial integrity.  Continuous evaluation of processes and data platforms for enhancements.

* Resolve internal & external moderate to complex inquiries.

* Partner with business leaders to deliver on business needs.

* Work closely with auditors regarding audit inquires.

* Assists in completing survey results for Ameritas Investment Company.

* Ad hoc reporting as required.

* Actively engage with field producers.

What you bring

* Bachelor's Degree or equivalent work experience.

* 2-4 years relevant production reporting and database experience required.

* Working knowledge of financial services industry.

* Previous RIA or Broker/Dealer experience preferred.

* Strong mathematical aptitude is essential with emphasis on accuracy.

* Strong analytical and data analysis skills.

* Advanced knowledge of spreadsheet programs, word processing, and presentation software skills are essential.

* Excellent written and oral communication skills including the ability to influence and build relationships.

* Must be focused, flexible, and can work in a team environment.

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

Keywords: Ameritas, Lincoln , Lead Finance Analyst, Other , Lincoln, Nebraska

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