Full-Time

Financial Business Partner Analyst 2

Posted on 5/3/2025

Primerica

Primerica

10,001+ employees

Financial services for middle-income families

Compensation Overview

$75k - $85k/yr

Junior, Mid

Duluth, GA, USA

This is a hybrid position that requires working onsite in the Duluth, Georgia office and remotely multiple days each week.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Excel/Numbers/Sheets
Connection
Connection
Connection
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Requirements
  • Bachelor's degree in Finance, Accounting, Business Management or equivalent experience
  • 2-3 years financial analysis, budgeting, planning and general accounting experience required
  • Advanced proficiency in Microsoft excel and spreadsheet modeling
Responsibilities
  • Facilitate with managers throughout the company on the creation of a detailed income and expense budgets and reforecasts. Provide ongoing support to those departments on understanding their revenue and expenses and how they emerge in our financial results.Gain knowledge and understanding of current events within those areas in the company, and matriculate that information within financial group to ensure transparency of future revenue and expense trends and accurate earnings forecasts.
  • Complete monthly, quarterly, and as needed analysis of expense variances relative to prior period and budgeted results.Determine and document expense variances.Justify results ensuring proper treatment of accounting and SOX compliance.Communicate findings to management.
  • Create accounting journal entries related to expense accruals, account reclasses, allocations, and other adhoc needs. Construct monthly account reconciliations and comply with balance sheet controls established by SOX requirements. Assist manager with company allocation tracking.
  • Assist with models and other metrics and KPIs to analyze trends, forecast results, and develop annual budget of various product earnings and KPIs. Assist manager and area VP with adhoc analysis and project ROI tracking.
Desired Qualifications
  • Business or accounting degree
  • 4-5 years financial analysis, budgeting, planning and general account experience
  • Experience in insurance products and other financial products.
  • Experience with ERP and EPM systems/tools helpful.

Primerica provides financial services aimed at middle-income families in North America. The company offers a range of products including term life insurance, mutual funds, annuities, mortgages, and senior health services. Their approach involves licensed independent representatives who educate clients about financial options and help them choose suitable products. Unlike many competitors, Primerica also allows individuals to start their own financial services business, promoting entrepreneurship within the financial sector. The company's goal is to ensure that financial security is accessible to everyone, helping families prepare for their future.

Company Size

10,001+

Company Stage

IPO

Headquarters

Duluth, Minnesota

Founded

1977

Simplify Jobs

Simplify's Take

What believers are saying

  • Amundi's $7.87 million investment indicates strong market confidence in Primerica.
  • Purchasing power for middle-income families rose, boosting Primerica's target market.
  • Appointment of Robert H. Peterman Jr. as COO may enhance operational leadership.

What critics are saying

  • Investigations into potential securities law violations could harm Primerica's reputation.
  • Exiting the senior health business may lead to revenue loss.
  • Legal challenges from shareholder alerts could result in financial penalties.

What makes Primerica unique

  • Primerica focuses on middle-income families in the U.S. and Canada.
  • The company offers a unique Household Budget Index for financial insights.
  • Primerica was named the No. 1 Most Trusted financial company in 2022.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

401(k) Retirement Plan

401(k) Company Match

Professional Development Budget

Tuition Reimbursement

Company News

MarketBeat
Mar 17th, 2025
Amundi Invests $7.87 Million in Primerica, Inc. (NYSE:PRI)

Amundi invests $7.87 million in Primerica, Inc. (NYSE:PRI).

Coverage
Jan 16th, 2025
Primerica Celebrates 2024 Growth

Primerica <i class="fa fa-info-circle company-popover" data-content="h3Primerica/h3. div. table

Quantis
Sep 24th, 2024
Primerica Names Robert H. Peterman, Jr. as Successor to Chief Operating Officer

Primerica, Inc. (NYSE:PRI), a leading provider of financial services and products to middle-income families in the United States and Canada, today announced the appointment of Robert H. Peterman Jr. to the role of Executive Vice President and Chief Operating Officer, reporting to the company's Chief Executive Officer, Glenn Williams, beginning on October 1, 2024.

Stock Titan
Jul 31st, 2024
Primerica Household Budget Index(TM): Purchasing Power for Middle-Income Families Rose for Second Consecutive Month as Gas and Food Prices Declined

Primerica, Inc. (NYSE: PRI) has released its latest Primerica Household Budget Index(TM) (HBI(TM) for June 2024, showing a modest improvement in purchasing power for middle-income households.

Coverage
Jul 16th, 2024
Primerica To Exit Senior Health Business

Primerica <i class="fa fa-info-circle company-popover" data-content="h3Primerica/h3. div. table