Sr. Financial Analyst (Hybrid)

At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected collaborative and mutually respectful environment that calls us to help Make Tomorrow Better.

Role Overview:

Could you be our next Sr. Financial Analyst? Globe Life is looking for a Sr. Financial Analyst to join the team!

This role is responsible for supporting executive leadership with timely high-quality and accurate annual operating plans long-term forecasts and quarterly revisions. Reporting to the Sr. Manager Financial Planning and Analysis this individual is expected to develop and maintain business analysis forecasting and planning processes while delivering actionable insights and data-driven recommendations that enable executive leadership to make informed business decisions. This individual is responsible for building and enhancing complex financial models reporting tools and dashboards to improve accuracy efficiency and overall visibility of financial data. Additionally this role is responsible for preparing financial reports executive presentations and monthly and quarterly business reviews for senior management Globe Life's Board of Directors and other key stakeholders.

This is a hybrid position located in McKinney Texas (WFH Monday & Friday In Office Tuesday-Thursday).

What You Will Do:

• Accurately forecast and report financial results on a monthly quarterly and annual basis utilizing performance management software. Provide analysis and insight of current or forecasted results and the go-forward impact on the business and financials.
• Provide comprehensive variance analysis including performance to budget/forecast identification of gaps trends and opportunities within the company and provide recommendations for possible course corrections necessary to functional department heads and executive leadership.
• Support the design and optimization of Adaptive’s planning modules workflow and dashboard capabilities to engage planners reviewers and executive approvers at the right time and in a meaningful way.
• Partner with the sales organization and business functions to provide key financial reporting analytical decision support recommendations and action plans that drive more efficient and profitable results.
• Organize complex information in a strategic and compelling way demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Develop mock-ups quickly and iteratively for management presentations reports and dashboards.
• Establish and facilitate the company’s annual planning cycle which includes developing the calendar coordinating deliverables creating checklists communicating expectations and supporting system readiness. 
• Identify recommend and lead change management efforts through collaboration with business partners and other areas within the office of the CFO to improve reporting accuracy eliminate inefficiencies reduce workloads and eliminate redundancies.
• Evaluate current financial planning processes and tools and lead potential implementation or refinement of new financial planning and reporting software applications.
• Serve as an active member of project/initiative teams – effectively challenging assumptions and offering financial perspective to drive outcomes.
• Willingness to work at times and as needed long hours during the week and on weekends to meet quarterly reporting requirements.

What You Can Bring:

• Degree in finance accounting economics or relevant business field; MBA preferred.
• At least 5-7 years of experience in a large corporate environment with responsibilities in areas of budgeting forecasting financial modeling and operational expense management is required.
• Expert level Microsoft Excel with an aptitude in systems and reporting for analysis.
• Experience with corporate performance management software solutions Anaplan a plus.
• Experience with data visualization software (Power BI or Tableau).
• Experience building and maintaining complex financial models leveraging large data sets.
• Experience with statistical analytics and database software (SQL SAS).
• Hold or actively working towards a CPA CFA or MBA is a plus.
• Demonstrated knowledge of corporate financial planning reporting and analysis.
• Proven analytical skills and financial modeling experience with the ability to collect organize analyze and disseminate information with attention to detail and accuracy.
• Proven experience in building complex financial models that forecast a company’s income statement balance sheet and cash flow.
• Proven ability to manage multiple tasks and projects simultaneously to prioritize and meet deadlines.
• Ability to balance data and information and make decisions using both a sense of what is correct and logical.
• Ability to clearly communicate compelling messages to senior leaders and partners.
• Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business.
• Demonstrates strong initiative with the ability to work independently identify issues and succinctly present solutions.
• Ability to balance a high sense of urgency with presenting detail-oriented and accurate financial information.
• Ability to lead and actively participate in team meetings and be involved in developing individual and team project plans.
• Demonstrates a willingness to persist when faced with obstacles or adversity.
• Willingness to accommodate the rigor of annual and quarterly reporting cycle.
• Expert level Microsoft Excel with an aptitude in financial modeling planning systems and reporting for analysis.
• Experience with corporate performance management software solutions Adaptive is a plus.
• Experience with data visualization software (Power BI or Tableau) is a plus.

Applicable To All Employees of Globe Life Family of Companies:

• Reliable and predictable attendance of your assigned shift.

• Ability to work full time and/or part time based on the position specifications.

How Globe Life Will Support You:

Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work but thrive at Globe Life:

• Competitive compensation designed to reflect your expertise and contribution.

• Comprehensive health dental and vision insurance plans because your well-being is fundamental to your performance.

• Robust life insurance benefits and retirement plans including company-matched 401k and pension plan.

• Paid holidays and time off to support a healthy work-life balance.

• Parental leave to help our employees welcome their new additions.

• Subsidized all-in-one subscriptions to support your fitness mindfulness nutrition and sleep goals.

• Company-paid counseling for assistance with mental health stress management and work-life balance.

• Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.

• Discounted Texas Rangers tickets for a proud visit to Globe Life Field.

Opportunity awaits! Invest in your professional legacy realize your path and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life your voice matters.

What We Do

Globe Life is an insurance company with a mission centered on protecting the financial futures of working families. The company has operated for over a century built on a foundation of discipline ethics and long-term thinking. Employees at Globe Life don't simply work in insurance. They help safeguard futures show up in meaningful moments for real people and contribute to something larger than a paycheck. The company's guiding statement "We Make Tomorrow Better for Families and for the People Who Help Protect Them" reflects both its public mission and its commitment to the people who carry that mission forward every day.

Why Work With Us

Globe Life protects real families' financial futures giving everyday work deeper meaning. Rooted in 100+ years of stability ethics and integrity it's a place where employees grow with confidence. The culture values clarity respect and accountability with real mobility visible advancement and intentional leadership development.

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