Financial Modeling Analyst

Join Us In Revolutionizing Customer Engagement

Join us in revolutionizing an entire industry's customer engagement. We prioritize human connection through technology. If you're driven by purpose and want to make a meaningful impact on people's lives, this is the place for you. Our team challenges norms with the support of a trusted American brand.

• Purpose: A leading professional services firm found that AAA Life associates demonstrate some of the highest levels of commitment, empathy, and dedication when compared to top U.S. companies in a benchmark analysis.
• Growth: We have the privilege to offer our products to tens of millions of Americans that make up the AAA member base
• Focus is on "working families", "everyday Americans", "ordinary citizens", "mainstream population" "average income households", providing life insurance products that truly impact people's lives (more information will be provided in the interview).
• Team (Culture): USA Today named us a 2024 and 2025 top US workplace

Operating within the core values and operating principles of the organization, the primary function of the Financial Modeling Analyst is to develop and maintain financial models, prepare performance reports, track key business metrics and deliver insightful analysis to support strategic decision-making across the organization.

Responsibilities

How will you contribute?

Financial Forecasting and Analysis:

• Develop, maintain, and enhance complex financial models to support forecasting, budgeting, and strategic planning.
• Design and produce regular performance reporting dashboards and presentations for leadership, incorporating key financial and operational metrics.
• Track and analyze KPIs to identify trends, variances, and opportunities for improvement.
• Develop ad-hoc financial models and scenario analyses to assess business opportunities, cost-saving initiatives, and investment decisions.
• Conduct variance analysis comparing actual results to forecasts and budgets, providing actionable insights.
• Support monthly and quarterly financial review processes with clear, data-backed explanations.

Communication and Reporting:

• Collaborate with cross-functional teams to gather data and insights for forecasting, analysis, and reporting.
• Present findings to management and leadership teams, providing clear explanations and recommendations.
• Maintain comprehensive documentation of financial models, methodologies, and assumptions.

Process Improvement:

• Continuously assess and enhance analytic and forecasting methodologies and processes.
• Identify and implement improvements to streamline data collection, analysis, and reporting.

Qualifications

What do you offer?

• Bachelor's degree in Accounting, Finance, Business Administration, Economics, or related field.
• Minimum of two (2) years of experience in financial modeling, forecasting or FP&A roles.
• Strong proficiency in statistical modeling and data analysis tools (e.g., Excel, Power BI, Python).
• Knowledge of financial regulations, compliance, and reporting standards.
• Previous experience with statutory and GAAP accounting for life insurance preferred.
• Ability to communicate effectively at various levels within the organization.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

What can we offer?

• Enjoy a hybrid work environment that promotes work-life balance.
• Comprehensive medical, dental, and vision coverage starting from your first day.
• Employer 401k match and employer contribution to a pension plan.
• Generous PTO and paid parental leave to support your family needs.
• Opportunities for associate engagement in various social programs and community involvement initiatives backed by the company.