Full-Time

Financial Reporting Analyst II

Confirmed live in the last 24 hours

Protective Life

Protective Life

1,001-5,000 employees

Provides financial planning and life insurance services

Fintech
Financial Services

Compensation Overview

$62k - $92kAnnually

+ Annual Incentive + Sales Incentive Plan

Mid

Birmingham, AL, USA

This position is hybrid, requiring some in-office days.

Category
Financial Accounting
Financial Analysis
Accounting
Required Skills
Financial analysis
Word/Pages/Docs
Excel/Numbers/Sheets

You match the following Protective Life's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Requires a Bachelor’s degree with a concentration in accounting
  • A minimum of two years of work experience in accounting or finance
  • Thorough knowledge of Microsoft Office suite including Excel and Word
  • Strong analytical, critical thinking and problem-solving skills are required including ability to analyze impacts of business processes and systems on assigned duties and identify improvements
  • Ability to meet critical deadlines and handle several projects simultaneously
  • Ability to perform accounting functions and analyze results including identifying issues related to assigned items and lines of business
  • Ability to work both independently with minimal supervision and as part of a team as required
  • Communicates clearly and concisely, both orally and in writing, including the ability to extract appropriate data to convey financial results. Must be able to effectively communicate on financial matters with non-financial personnel.
  • Organized and detail oriented
Responsibilities
  • Perform analysis of annuity product performance through review of trend variances, including communication with accounting, FP&A, and actuarial teams to understand results.
  • Prepare management reporting packages and reporting disclosures for the Retirement segment.
  • Participate in communicating conclusions to management related to earnings results and research questions that may emerge from review.
  • Serve as primary contact for analyzing and assessing accounting for certain annuity product transactions. In this capacity, position is expected to own the accounting, analysis and controls related to these assigned responsibilities.
  • Prepare accounting and financial analysis for assigned transactions related to certain legal entities, including one of the Company’s reinsurance subsidiaries.
  • Analyze the performance of certain reinsurance transactions, including communication with reinsurance accounting.
  • Contribute to the development of updated analysis and reporting deliverables following the adoption of new accounting guidance.
  • Assist with process improvements and the reduction of manual processes.
  • Perform certain balance sheet reconciliations on accounts relevant to assigned transactions.
Desired Qualifications
  • Insurance accounting experience a significant plus
  • Experience with SAP S/4HANA ERP a plus
  • CPA designation preferred

Protective Life provides financial planning and life insurance services aimed at individuals and businesses. The company offers a variety of products, including life insurance policies and retirement planning guides, to help clients secure their financial future. Their services are designed to assist financial advisors, insurance agents, and individual clients in protecting assets and planning for retirement. Protective Life operates through both business-to-business (B2B) and business-to-consumer (B2C) models, partnering with financial professionals while also reaching out directly to clients via their online platform. What sets Protective Life apart from competitors is their focus on excellent customer service and the provision of educational resources, which empower clients and advisors to make informed decisions. The company's goal is to help clients achieve financial security through comprehensive solutions and support.

Company Size

1,001-5,000

Company Stage

IPO

Total Funding

N/A

Headquarters

Birmingham, Alabama

Founded

1842

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital insurance solutions drives innovation in the life insurance sector.
  • The rise of fee-based advisory services reshapes the financial planning landscape.
  • Big data analytics in underwriting allows for more personalized and competitive products.

What critics are saying

  • Increased competition from digital-first platforms could erode Protective's market share.
  • Rising interest rates may impact the attractiveness of life insurance products.
  • Growing demand for personalized solutions challenges Protective's traditional offerings.

What makes Protective Life unique

  • Protective.com emphasizes excellent customer service and educational resources for informed decision-making.
  • The company offers support and training for financial advisors and insurance agents.
  • Protective.com operates on both B2B and B2C models, reaching diverse client bases.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

Paid Vacation

Parental Leave

401(k) Retirement Plan

401(k) Company Match

Employee Assistance Program

Company News

Coverage
Dec 11th, 2024
Protective Partners With Ipipeline

Protective Life <i class="fa fa-info-circle company-popover" data-content="h3Protective Life/h3. div. table

PR Newswire
Oct 8th, 2024
Cetera Announces Agreement with Protective Life to Acquire Concourse Financial Group Securities

Cetera announces agreement with Protective Life to acquire Concourse Financial Group Securities.

Yahoo Finance
May 7th, 2024
Protective Life Corporation Names Dom Lebel As Svp & Chief Risk Officer

Dom Lebel named SVP, Chief Risk Officer for Protective (Photo: Business Wire)Casey Hardeman promoted to SVP, Financial Planning & AnalysisBIRMINGHAM, Ala., May 07, 2024--(BUSINESS WIRE)--Protective Life Corporation (Protective), a subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), announces that Dom Lebel has joined the company as SVP & Chief Risk Officer, effective May 6. The company also announced Casey Hardeman has been promoted to SVP, Financial Planning & Analysis.As CRO, Lebel’s primary responsibility is providing independent oversight of enterprise risks with a focus on insurance and product related risks, credit and market risks, as well as operational and technology risks. Lebel will join Protective’s Performance & Accountability Committee, a group of the company’s top executive leaders. He will report to Steve Walker, Vice Chairman, Finance & Risk."We are thrilled to have Dom join Protective. He is a proven leader with a deep understanding of our industry and the issues impacting our business," said Walker

Business Wire
May 7th, 2024
Protective Life Corporation Announces Board Of Directors Updates

BIRMINGHAM, Ala.--(BUSINESS WIRE)--Protective Life Corporation (Protective), a subsidiary of Dai-ichi Life Holdings, Inc. (Dai-ichi, TSE:8750), announces updates to its board of directors. Newly appointed directors include Stephen Barnham, Senior Managing Executive Officer, Chief Information Officer and Chief Digital Officer of Dai-ichi Life Holdings, Inc.; Joseph Guastella, Owner of OJW Advisors; Bruce Koepfgen, former President of Janus Capital Group and former EVP, Head of North America, of Janus Henerson Investors; and Satoshi Takemoto, Executive Officer and Chief General Manager of North America of Dai-ichi Life Holdings, Inc. and President and CEO of DLI North America, Inc. All changes went into effect April 3, 2024. “Through their diverse and robust experience, Protective’s Board of Directors have collectively helped guide the company to our current position of strength,” said Michael J

Business Wire
May 7th, 2024
Protective Life Corporation Names Dom Lebel As Svp Chief Risk Officer

BIRMINGHAM, Ala.--(BUSINESS WIRE)--Protective Life Corporation (Protective), a subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), announces that Dom Lebel has joined the company as SVP & Chief Risk Officer, effective May 6. The company also announced Casey Hardeman has been promoted to SVP, Financial Planning & Analysis.As CRO, Lebel’s primary responsibility is providing independent oversight of enterprise risks with a focus on insurance and product related risks, credit and market risks, as well as operational and technology risks. Lebel will join Protective’s Performance & Accountability Committee, a group of the company’s top executive leaders. He will report to Steve Walker, Vice Chairman, Finance & Risk.“ We are thrilled to have Dom join Protective. He is a proven leader with a deep understanding of our industry and the issues impacting our business,” said Walker