Sr. Financial Analyst II

We’re seeking a highly analytical and technically skilled Senior Financial Analyst II to join the Sales Reporting and Analysis team in supporting data-driven decision making across life insurance and annuity products. This role sits at the intersection of finance, data, and business strategy, leveraging modern data platforms to deliver insights that influence product performance, distribution strategy, and profitability.

How You’ll Make an Impact

• Develop and maintain financial and profitability analytics for life insurance and annuity products across distribution partners.
• Extract, transform, and analyze large datasets using Snowflake and SQL to support reporting, forecasting, and business insights.
• Design and build scalable data models and datasets to support dashboards, automation, and ad hoc analysis.
• Partner with Product, Distribution, and Finance teams to analyze product performance, compensation structures, and sales trends.
• Support the development and enhancement of profitability models, including revenue, expenses, and distribution partner economics.
• Translate business questions into data-driven analyses and present findings to senior stakeholders.
• Identify opportunities to streamline and automate data processes, improving efficiency and data quality.
• Ensure data integrity and consistency across multiple data sources and reporting outputs.

The Experience You Bring

• 8+ years of experience in finance, analytics, or a related field.
• Bachelor’s degree in Finance, Accounting, Economics, or a quantitative discipline (MBA or advanced degree preferred).
• Strong understanding of life insurance and/or annuity products, including product mechanics and distribution models.
• Advanced proficiency in SQL with experience querying large datasets.
• Hands-on experience with Snowflake or similar cloud-based data platforms.
• Experience with data transformation and visualization tools (e.g., Alteryx, Tableau, Power BI).
• Strong analytical, problem-solving, and critical-thinking skills.
• Ability to manage multiple priorities and deliver results in a fast-paced environment.
• Excellent communication skills, with the ability to translate complex data into clear business insights.
• Operates with a high level of independence and accountability.
• Proactively identifies opportunities to improve processes and enhance insights.
• Acts as a resource and mentor to junior team members.
• Collaborates effectively across teams and influences decision-making through data.

Key Differentiators (Preferred)

• Experience working with financial product profitability models or commission/compensation analysis.
• Familiarity with data pipelines, data modeling, or analytics engineering concepts.
• Exposure to automation, AI-driven analytics, or advanced reporting capabilities.
• Experience supporting cross-functional initiatives involving Finance, Technology, and Business teams.

Base Pay Range $124,830.00 – $152,570.00

Benefits

• Medical, Dental, Vision, and Wellbeing Reimbursement Account for employees and eligible dependents.
• Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
• Paid parental leave and adoption assistance program.
• Competitive 401(k) savings plan with company match and additional contribution regardless of participation.