Senior Analyst - Employee Benefits FP&A

Job Description

Job Description

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

At Protective, the Employee Benefits FP&A Senior Analyst owns key financial reporting, planning, and strategic analysis deliverables for a growing business segment, and serves as a go-to resource for more junior team members.

This role partners directly with leadership to lead the development of clear, actionable insights on sales, profitability, and business performance, while driving key initiatives including product expansion and new market growth.

You will be responsible for working with complex financial data, independently translating results into meaningful insights that drive decision-making, and helping guide the analytical approach of the broader team.

This role is located in our Birmingham, AL office and has in-office requirements as part of a hybrid schedule.

Key Responsibilities:

• Lead the analysis of financial results, owning the identification and communication of key drivers, trends, and risks to inform senior leadership decision-making.
• Own key components of the annual budget, quarterly forecast, and long-range planning processes, partnering with and advising business and finance leaders.
• Lead the preparation and delivery of financial materials for leadership presentations, town halls, board reporting, and other executive communications.
• Drive the development and continuous enhancement of expense, unit cost, and allocation reporting, including in-depth analysis of fixed and variable costs and underlying business drivers.
• Drive product, pricing, and profitability analysis, providing recommendations that influence business strategy.
• Lead strategic growth initiatives and take ownership of complex, ad hoc requests as needed.
• Serve as a key partner to cross-functional teams across finance, underwriting, operations, and business leadership, driving alignment on ongoing initiatives and priorities.

Core Competencies (Skills, Knowledge and Abilities):

• Deep understanding of financial statements, budgeting, variance analysis, and key business performance metrics, with the ability to apply this knowledge independently.
• Advanced analytical and critical thinking skills with the ability to lead work involving large and complex data sets.
• Strong executive communication skills with the ability to own the translation of financial information for non-financial and senior audiences.
• Advanced Microsoft Excel proficiency, including complex formulas, pivot tables, and data analysis.
• Demonstrated financial modeling, planning, and forecasting skills.
• Proven ability to build and lead effective collaboration and relationships across finance and business teams.
• Strong problem-solving skills with a track record of driving continuous improvement.
• Ability to own multiple competing priorities and meet deadlines in a fast-paced environment.

Minimum Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 5+ years of experience in FP&A, financial analysis, accounting, or a related finance role, with demonstrated ownership of key deliverables.
• Advanced Excel proficiency.
• Strong analytical, organizational, and problem-solving skills with close attention to detail, and the ability to lead work independently with minimal oversight.

Protective’s targeted salary range for this position is $75,000 to $105,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees.

The internal title for this role is Sr Analyst, Financial Analysis. #LI-AP1

Employee Benefits:

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability :

If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.