Analyst, Financial Systems & Process Improvement

Analyst, Financial Systems & Process Improvement

Sponsorship is not offered for this role.

Summary

We are seeking a detail-oriented and technically skilled Financial Reporting Analyst to design, build, and maintain financial reports that support the finance team. This role is responsible for producing accurate reports used in financial close, regulatory filings, board reporting, and management analysis. The ideal candidate combines deep knowledge of reporting tools and data structures with an understanding of the insurance industry's financial and regulatory landscape. In addition, the Financial Reporting Analyst will be a key member of our Finance Improvement team as we continue to implement our finance transformation.

Key Responsibilities:

• Build, automate, and maintain recurring and ad hoc financial reports for the finance team.
• Develop templates and dashboards to support financial close processes, internal controls, and variance analyses.
• Translate financial reporting requirements (GAAP and statutory) into actionable data queries and visualizations.
• Collaborate with the Statutory and GAAP reporting teams to ensure consistency and accuracy across reports.
• Partner with IT or Data Governance teams to ensure proper data extraction from general ledger systems and data warehouses.
• Perform quality assurance reviews to validate the completeness and accuracy of data and outputs.
• Identify and implement process improvements to enhance reporting efficiency and control.
• Maintain documentation and change control records for reporting templates and automated solutions.
• Assist our Finance Improvement team with analyzing current processes and reports, defining future requirements, testing, and documenting procedures.

Required Qualifications:

• Bachelor’s degree in Accounting, Finance, Information Systems, or related field or equivalent combination of education and experience
• 4+ years of experience in financial reporting or report development, preferably in the insurance industry.
• Knowledge of U.S. GAAP and statutory (SAP) accounting principles relevant to insurance companies, preferably in the Life & Annuities Industry.
• Strong proficiency in Excel, including complex formulas and pivot tables.
• Familiarity with general ledger systems (e.g., Oracle, SAP, PeopleSoft, Lawson).
• Ability to work with large data sets and build structured, repeatable reporting processes.
• Excellent analytical, organizational, and communication skills.

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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