Financial Analysis Director

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 Financial Analysis Director is responsible for coordinating financial management activities across Retirement Services division. This includes but is not limited to budget development, forecast development, business plan support, accounting support, budget and forecast performance management, and ad-hoc analysis to support operational decision making. This role acts as an advisor to the Retirement Services Leadership Team and provides financial guidance and leadership to enable efficient long-term profitability of the business unit. This role will accurately produce and provide analysis of current financial results to help business leaders understand variances from expected and prior periods as well as forecast impacts to the business. They will also provide thought leadership and technical support across the business.

Responsibilities:

• Financial Reporting
  • On a monthly, quarterly, and annual basis develop financial results and provide explanations of the financial results to the divisional leadership and corporate finance, while ensuring the accuracy of the results.
• Forecasting and Modeling
  • 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.
• Special Projects/Corporate Requests
  • Lead and execute special projects as well as field and answer corporate requests and ad hoc analysis. Additional involvement in potential acquisitions analysis and financial systems upgrades.
• Pricing
  • 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 (preferably in the Retirement Services industry)
• Ability to cultivate strong working relationships with both internal and external contacts
• 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: 07B

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.