Associate Analyst, Distribution Finance

Please note that we do not offer visa sponsorship for this position.

Role Summary

The Distribution Finance team is responsible for the financial health of NLG’s life and annuity sales– providing financial leadership through insights and recommendations, monitoring trends and driving National Life Group to be a culture of fact-based decision makers.  This position provides financial support to key business partners across the organization including financial planning and analysis, financial and operational metrics, and financial forecasting. This is a multi-faceted project and operational support role that focuses on National Life’s selling customers. To provide an outstanding experience to our customers, it is critical that we have timely, accurate, and impactful insights and analysis. We are seeking an analyst to generate and deliver value that will drive improvements, and enable smart decision making, in a pay for performance environment. In this role you will work with a broad set of data sources, analytical tools and visualization software to help the business solve real problems and drive desired results.

 

A successful candidate will display strong analytical as well as interpersonal skills, and a deep interest in understanding our business.  The ability to develop strong relationships with our internal and external customers, fully understanding their needs, and using data to drive business impact will be paramount. This position will work as part of a team on the day-to-day enterprise distribution finance processes and have the ability to work autonomously in a fast-paced and dynamic environment.

 

This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office four (4) days per week during onsite core days.  Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.  The work schedule type and core days are subject to change with advance notification and manager discretion.

Essential Duties and Responsibilities

• Modeling and computation of Distribution incentive and compensation programs
• Analysis and implementation of enhancements to incentive programs and compensation structures, capitalizing on behavioral drivers and achieving Distribution goals
• Partnering with Distribution to establish and maintain strong relationships with business leaders to understand their focus and related incentives. Develop a ‘thinking partner’ relationship with them in achieving Distribution goals, bringing modeling, data, and analysis to recommend and illuminate their decision-making
• Develop and maintain incentive forecasting and program effectiveness tools to assist in the evaluation of Distribution financial health and expense management
• Build cross-functional partnerships and collaborate with other business units throughout the organization to maintain financial consistency and awareness

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Data Analytics, or a related field
• Strong financial and analytical background, with the desire to think critically

• Exceptional data organizational skills, including proficiency in excel
• Caring curiosity, demonstrated in proactive & reactive solutioning, asking questions, learning this business, knowledge building connected to the outcome and the impact on others
• Acting with urgency in performance, execution, decisioning, and responsiveness
• Focus on quality, with the eagerness to improve and implement business processes for efficiency and control strength
• A customer service mindset with excellent communication skills, the ability to influence at all levels, and a talent for conveying complex findings in a clear and actionable way

• Demonstrated ability to present complex financial findings to non-technical business partners

• Ability to thrive in a fast-moving start-up environment, a strong team player, and excited by the prospect of taking on all tasks no matter how big or small

Preferred Qualifications

• Two or more years of experience in financial analysis, incentive or sales compensation, or distribution finance
• Experience in the insurance or financial services industry, particularly life and annuity products
• Advanced Excel skills, including financial modeling, pivot tables, and Power Query
• Experience with data visualization tools such as Power BI or Tableau
• Working knowledge of SQL or similar query tools for extracting and analyzing large data sets
• Familiarity with incentive plan design, administration, or effectiveness measurement
• Progress toward a relevant professional designation such as CFA, CPA, FLMI, or LOMA

AI Proficiency Expectations (All roles):

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.

 

All applicants are expected to:

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing and validating AI-generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles.
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property.

Core Competencies

Service Focus - Demonstrates a client centric focus for satisfying one’s external and/or internal customers; establishes and maintains effective relationships with customers and gains their trust and respect.

Decision Making - Makes sense of complex information, critically evaluates, and creates solutions.

Results Oriented - Sets performance and personal goals; Driven to meet or exceed goals and objectives.

Plans and Aligns - Plans and prioritizes work to meet commitments aligned with organizational goals; Aligns people and skills to tasks and assignments; Evaluates results of work.

Demonstrates Learning Agility - Enhances skills and knowledge through continuous learning; Focuses on personal results by establishing stretch goals; Seeks feedback and changes accordingly.

Establishes Relationships - Builds partnerships with others to instill trust, collaborate, and meet shared objectives.

Communicates Effectively - Actively listens, conveys messages to meet different audience needs, and remains open to new ideas and opinions.

Fosters Diversity - Values diversity and difference in thought, experience, and perspective; Promotes an environment that embraces diversity, equity, and inclusion; Supports equal and fair treatment for all.

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!