At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!
Our ILFS Finance team is dedicated to leveraging OneAmerica’s data to provide insights into the effectiveness, efficiency, and profitability of our ILFS distribution efforts. This includes the roles that support these sales and the subsequent activities necessary to service OneAmerica policyholders. The Sr. Financial Analyst, in coordination with the ILFS Finance team and key internal stakeholders, performs various reporting, analysis and visualization functions, along with the corresponding narration
Primary responsibilities include facilitation of distribution reporting, development of reporting and visualization tools to drive information access, sales and expense forecasting and driving efficiency within the reporting and analysis processes.
What you will do:
- Partner with key ILFS and enterprise stakeholders to develop, understand and influence the KPIs that drive ILFS divisional and enterprise success
- Collaborate, directly and consistently, with ILFS Distribution, including senior level leadership
- Coordinate and prepare monthly, quarterly and annual ILFS Distribution sales and recruiting reporting
- Develop and administer incentive compensation plans
- Ideate, develop and maintain analysis and visualization tools via Tableau and other mediums
- Perform sales forecasting and variance review activities for ILFS and enterprise leadership
- Explore opportunities to improve data and reporting efficiency, accuracy and continuity
- Identify and execute process documentation and process improvements
- Support ad hoc project reporting and analysis
What you will need:
- Bachelor's degree in Finance or other business field
- 5+ years related finance experience
- Experience in the life insurance industry preferred
- Experience with Alteryx or Tableau preferred
- Financial services or insurance industry experience preferred.
- Ability to influence cross-functional stakeholders and drive accountability without direct authority
- Ability to manage multiple priorities and meet deadlines.
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