Finance Manager, Business Partner

Join Our Team

In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

About this Position

As a member of the Finance Business Partner team, this position will play a critical role in driving financial performance, providing strategic insights, and supporting decision-making processes across various business units within the organization, with primary focus on Term Life business, Distribution, Marketing, and ancillary Other Distributed Products. Supporting the VP, Business Parter and working closely with senior leadership and stakeholders, this position will manage a staff analyst(s) and be responsible for financial analysis, forecasting, budgeting, and identifying opportunities for growth and efficiency improvements.

This is a hybrid position that requires working onsite in the Duluth, Georgia office and remotely multiple days each week.

The estimated salary range for this role is: 100K-110K

Responsibilities & Qualifications

Essential Job Duties and Responsibilities

• Proactively collaborate with business unit leaders to understand their objectives, challenges, and opportunities, and provide financial guidance and support accordingly.  Lead financial planning and analysis activities for various functional areas, Life Operations, Licensing, Distribution, Marketing and Other Distributed Products.  This includes budgeting, forecasting, variance analysis, target setting, resource allocation, and scenario planning, to ensure alignment with organizational goals and objectives. Maintain an accurate forecast in EPM tool at all times.

• Develop and maintain financial models to assess the financial impact of strategic initiatives, investments, and business decisions.  Develop and monitor key performance indicators (KPIs) and financial metrics, identify trends, and proactively address issues or deviations from targets. Will require coordination with multiple business stakeholders. Assist with design and development of models in Enterprise Performance Management (EPM) tool.

• Prepare and present financial reports, presentations, and dashboards to senior management and stakeholders, highlighting key insights, trends, and recommendations with a focus on how items emerge in our financial results. Manage month end accounting functions and close process. Responsible for allocation coordination, design, maintenance, and execution. Oversight of SOX critical business functions including but not limited to monthly underwriting review, monthly and annual DAC process, M&C tracking, and allocation review.

• The position requires excellent analytical skills, with the ability to translate data into actionable recommendations,  excellent communication skills and ability to convey financial concepts to non-financial stakeholders.  Intermediate to advanced proficiency in financial software tools, including Excel, PowerPoint, and ERP/EPM software. Excellent organizational skills, effective time-management, and attention to detail are critical to success.  Excellent independent, interpersonal, and problem-solving skills but understands when to escalate. Accounting experience is necessary.

Minimum Qualifications:

• Bachelor's degree in Finance, Accounting, Business Management or equivalent experience
• 6-10 years a Finance or Accounting professional with experience in Corporate Finance or GAAP Financial Reporting, preferably with experience within the financial services industry.
• Series 6 license required or obtained within 120 days after hire.
• The position requires excellent analytical skills, with the ability to translate data into actionable recommendations,  excellent communication skills and ability to convey financial concepts to non-financial stakeholders. 
• Intermediate to advanced proficiency in financial software tools, including Excel, PowerPoint, and ERP/EPM software. Excellent organizational skills, effective time-management, and attention to detail are critical to success. 
• Excellent independent, interpersonal, and problem-solving skills but understands when to escalate. Accounting experience is necessary.

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FLSA status:
This position is exempt (not eligible for overtime pay):

Yes

Our Benefits:

• Day one health, dental, and vision insurance

• 401(k) Plan with competitive employer match

• Vacation, sick, holiday and volunteer time off

• Life and disability insurance

• Flexible Spending Account & Health Savings Account

• Professional development

• Tuition reimbursement

• Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.