Finance Leadership Rotational Program Associate

About the Role

National Life Group is seeking talented, driven, and passionate individuals for its Finance Leadership Rotational Program. This early career program offers robust hands-on development through three approximately one-year rotations across the company's finance and accounting functions. The program is designed to accelerate your career by building financial acumen, business knowledge, and an overall understanding of National Life Group and the life insurance industry. Development is supported through on-the-job learning and continuous mentorship. Candidates pursuing a CPA, CIA, CMA, or similar designation will be offered rotations with the necessary experience and supervision.

Work Schedule: Onsite hybrid, with an expectation of four (4) days per week in the office (current core days: Monday, Tuesday, Wednesday, Thursday). This is subject to change.

Key Responsibilities

• Financial Reporting: Learn about financial statements prepared on GAAP and Statutory bases, participate in the financial close, and communicate results with internal stakeholders and external auditors.
• Corporate Accounting: Record direct expenses, including accounts payable, expense accruals, allocations, and cash account reconciliations. Gain exposure to finance IT systems.
• Internal Audit: Understand the audit process, including risk assessment, internal control identification, and testing techniques. Ensure the integrity of financial statements and company processes.
• Treasury: Learn about cash flow management, assist with banking solutions, and forecast investable cash for daily cash management, liquidity, and debt obligations.
• Reinsurance: Administer reinsured policies in accordance with reinsurance agreements. Interact with reinsurers, underwriters, and claims examiners for accurate financial reporting.
• Field Services Finance: Support distribution by planning, forecasting, reporting on sales results, creating and administering field incentives, budgeting and managing distribution expenses, and providing insights to distribution leadership.
• Financial Planning and Analysis (FP&A): Understand how financial performance is measured and evaluated, project future results, and set short and long-term targets.
• Tax: Touch all aspects of the corporate tax function, including tax compliance, tax accounting, and process improvements driven by data analysis.
• All other duties as assigned.

Requirements & Tech Stack

• Bachelor’s degree
• Demonstrated leadership abilities
• Excellent written and verbal communication skills
• Creative problem solving and strong analytical reasoning skills
• Strong interpersonal skills
• Highly motivated and self-directed
• Ability to work independently within established timeframes
• Ability to think strategically and respond tactically in a dynamic environment
• Well-organized and able to handle multiple priorities
• Comfortable with ambiguity
• AI Proficiency: Leverage approved AI tools to improve efficiency and quality; stay curious about new AI-enabled ways of working; exercise sound judgment by reviewing and validating AI-generated content; maintain accountability for work products; use AI responsibly and in accordance with company policies.

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, Math, Economics, or Business.

Base Pay Range

$59,625 - $87,450 USD

Additional Compensation and Benefits may include a full range of medical, financial, 401(k) eligibility, paid time off, and potential eligibility for discretionary annual incentive programs.