Financial Planning Analyst -- Remote

When it comes to making a meaningful difference in the lives of our customers and employees, USAble Life is always ready.  We are a diverse group of individuals working together to go the extra mile. Through our DEI initiatives, employees feel empowered to bring their talents and voice to our culture.

Our passion for delivering the best products is matched only by our passion for our people. We are committed to making a meaningful difference in the lives of others which extends beyond our office walls. USAble Life has a long tradition of supporting our communities, and we’re proud of the fact that our employees share that commitment. 

We have been recognized as a “Best Places to Work” in Arkansas, Florida, and Hawaii. You’ll be rewarded with opportunities for personal and professional development and opportunities for advancement.  This, coupled with our engaging culture and a comprehensive benefits package, ensures we are committed to our employees.  

Check out how we make a meaningful difference in the lives of others!

https://player.vimeo.com/video/518665804 

What We Offer You:

• A culture that values employees and celebrates, empowers, and inspires a diverse workforce
• Outstanding and affordable benefits package
• PTO provided at date of hire
• 11 paid holidays
• 401(k) with up to 6% match; fully vested from day 1
• Remote opportunities with company-provided equipment
• Team-oriented, collaborative group of peers
• Career advancement opportunities
• Tuition Reimbursement
• Employee Assistance Program
• Inclusion Council and Employee Resource Groups
• Recharge Days and Volunteer Time Off
• This is a remote position.  

Life Takes You Places!  Are you ready to join us?

The base salary range for a Financial Planning Analyst is $54,000 to $97,000. Actual salaries will vary by geographic location and are based on factors such as candidate’s qualifications, experience, skills, competencies, and company tenure & equity. In addition to base compensation, this role is eligible for an annual incentive plan based on company performance and individual performance.

Financial Planning Analyst Overview

The Financial Planning Analyst supports the ongoing budget and management reporting function for the organization. This supports the annual budget development process and ongoing budget monitoring and reporting, maintains, and updates the Activity Based Costing Model, and supports the product performance reporting function for the key lines of business.

Essential Duties:

• Assists in the annual budget development process. This may include budget preplanning, training budget users, collaborating with the functional areas as they complete their budgets, and assisting with the final budget submission and approval process
• Assists with ongoing budget monitoring and reporting including posting monthly administrative expense journal entries, researching budget variances, reviewing and validating Blue Partner administrative expense charges, and reporting monthly budget to actual via the SAS Visual Analytics Hub
• Maintains and updates the Activity Based Costing Model including collecting and loading all monthly Resource and Activity Drivers, including metric data, and reviewing for reasonableness, and ensuring the model continues to align with the corporate organizational structure
• Completing an annual review of the model for alignment with the upcoming organization plan year and generating planned results by month for monthly budget to actual reporting
• Supports the product performance reporting function which includes supporting the preparation of the monthly product P&L reporting package and updating reports on the SAS Visual Analytics Hub
• Additional tasks may include reviewing and approving accounts payable in the AP Workflow system, supporting year-end close process, and other projects and initiatives
• Performs other related duties and responsibilities as assigned

Required Knowledge, Skills, and Abilities:

• Strong working knowledge of Activity Based Costing (ABC) concepts
• Strong working knowledge of budgeting concepts
• Knowledge of Generally Accepted Accounting Principles (GAAP)
• Strong MS Word and Excel (formulas, pivot tables, filters) skills
• Strong analytical and problem-solving skills
• Excellent communication and decision-making skills
• Ability to work well with teammates within the finance department and with departmental managers across the organization
• Ability to maintain confidential information

Required Education and Experience:

• Bachelor’s degree in accounting, Finance, or equivalent related experience
• 2 years of audit, cost accounting and/or budget related experience, ideally in the financial services/insurance industry or equivalent military experience

Preferred Education and Experience:

• Certified Public Accountant (CPA) or in the process of taking the CPA Exam
• Knowledge of SAS Financial Management and SAS Cost and Profitability Management Software
• Familiar with SAS Visual Analytics or similar application
• Experience with budget development and reporting

Working Conditions (Physical Demands): 

• Normal, no adverse or hazardous conditions.

Disclaimer:  

This job description is intended to convey information essential to understanding the scope of the position and its general requirements. It is not exhaustive and may be subject to modification at any time to meet the evolving needs of the organization.  

#USAL1