Director, Financial Analysis

At OneAmerica, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises, so we can help them achieve their goals and realize their definition of financial success.

The primary responsibility of the Director, Financial analysis is to lead a team of Analysts and partner with enterprise support teams (Corporate Actuarial, FP&A, etc.) to develop analysis and provide insight into the financial performance of the Retirement Service business. This role will lead financial planning and forecasting, financial reporting and analysis, and budgeting and expense management for the Retirement Services division as well incentive compensation administration for the Recordkeeping business. By developing robust financial models and insightful and actionable analysis, this role will assist leadership in making well informed, smart financial decisions. The Director will also provide thought leadership and technical support to the pricing team.

Primary Responsibilities:

• Financial Reporting (20%) - On a monthly, quarterly, and annual basis develop financial results (top and bottom line) and provide explanations of the financial results to the divisional leadership and corporate finance, while ensuring the accuracy of the results. Forecasting and
• Modeling (20%) - Develop and maintain robust financial models for all lines of business to support strategic business planning, annual goal setting, and long range capital planning. Models will be used as the basis of important business decisioning. Sales Reporting & Incentive
• Compensation (20%) - Track and calculate sales and compensation to sales associates and others who are on Incentive Compensation plans for the division.
• Requests/Projects (20%) - Field and answer corporate requests including ad hoc analysis, special projects, valuation. Additional involvement in potential acquisitions analysis and financial systems upgrades.
• Pricing (10%) - Work with the pricing team to ensure pricing models meet corporate and professional standards and are designed to achieve the expected results.

Qualifications & Requirements:

• Bachelor's Degree in Finance/Accounting
• 5+ years in Finance Accounting role (Retirement Services industry preferred, but not required)
• 2+ years of people/team leadership
• Ability to cultivate strong working relationships with both internal and external contacts
• Ability to deliver & implement strategic programs and projects
• Excellent organization and time management skills
• Self-motivated, energetic individual with a strong degree of intellectual curiosity
• Or any combination of education and experience which would provide an equivalent background

Salary Band: 7B

This selected candidate will be expected to work hybrid in Indianapolis, IN.The candidate will also be expected to physically return to the office in CA, WI, IN or ME as business needs dictate or for team-building and collaboration.

If you are offered and accept this position, please be advised that OneAmerica does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York.

Disclaimer: OneAmerica is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica, visit oneamerica.com/companies.