Senior Financial Analyst

at  Legal General America

Overview:
At Legal & General America, we are passionate about helping create brighter tomorrows for our customers, partners, colleagues, and the communities in which they live. A recognized market leader of term life insurance, we’re transforming our business through innovation and technology to make it easy and affordable for more American families to secure their financial futures. We bring the same passion to our institutional retirement business, partnering with companies to mitigate pension risk and ensure the financial future of their annuitants with our financial strength and market leading customer service.
The Senior Financial Analyst plays a critical role in the Company’s US Cost Control Team. This position is responsible for coordinating and monitoring budgets, re-forecasting, and analysis of operating expenses. This individual will develop, interpret, and implement financial concepts for financial planning and control. In addition, they will be expected to perform analysis to determine present and future financial performance.
At Legal & General we offer an inclusive and balanced work culture with exciting business growth ambitions in a transformative and energizing environment! Come join our team!
The Senior Financial Analyst will work on a hybrid basis in our Stamford, CT or Frederick, MD office. Full-time remote option will be considered based on experience and proven ability to work from home successfully.
Responsibilities:

EDUCATION

• BA/BS with major/concentration in a business and/or quantitative discipline, e.g., Finance and Accounting
• Certified Public Accountant (CPA), Certified Financial Analyst (CFA) or MBA a plus, but not necessary.

EXPERIENCE/KNOWLEDGE

• 4+ years in a finance, accounting, actuarial, or strategy role, preferably within the life insurance industry, including 2+ years in financial planning/budgeting.

SKILLS

• Strong financial acumen, with financial planning/reporting background.
• Excellent interpersonal skills, including the ability to collaborate with colleagues at all levels of the organization.
• Strong time management and organizational skills, with the ability to lead several tasks accurately with a high level of initiative and integrity.
• Strong written and oral communication skills.
• Demonstrated ability to work independently and establish priorities to meet tight deadlines.
• Detail-oriented while still being able to see the big picture.
• Proven adaptability when working with changing deliverables.
• Familiarity with accounting principles is helpful, but not necessary.
• Advanced proficiency with Excel, PowerPoint, Power BI and databases a must.
• Proficiency in programming (SQL, Python) or AI exposure/experience considered a plus.
• Finance Transformation experience is a plus.

• Support ad hoc requests.
• Assist in the preparation of monthly management information, including management reports, Board decks, Performance metrics monitoring and other reporting.
• Support setting business requirements, testing and implementation of new digital finance solutions (new tools, automation/AI initiatives/projects, etc).
• Seek opportunities for operational improvements and efficiencies.
• Perform other assignments/special projects as needed.
• Travel to Maryland office expected if full time remote (approximately <10% time).
• Travel to Stamford office expected if full time remote (approximately <10% time).
  Qualifications: