Finance Leadership Rotational Program Associate

About the Role

We are seeking talented, driven, and passionate individuals aspiring to lead others for an early career Finance Leadership Rotational Program. This program offers robust hands-on development, beginning in Summer 2026, with three approximately one-year rotations through National Life Group's finance and accounting functions. The goal is to provide participants with the capabilities, exposure, and development needed to accelerate their careers, grow financial acumen and business knowledge, and build an overall understanding of National Life Group and the life insurance industry.

• This position offers an onsite hybrid work schedule, with an expectation of being in the office four (4) days per week during onsite core days (currently Monday, Tuesday, Wednesday, and Thursday). Work schedule type and core days are subject to change.
• No visa sponsorship is offered for this position.

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, working across all levels and functions to ensure the integrity of financial statements and company processes.
• Treasury: Learn about cash flow management, assist with banking solutions, and forecast investable cash to optimize daily cash management, liquidity, and debt obligations, supporting the Investment team.
• Reinsurance: Assist with the administration of reinsured policies across all lines of business, interacting with reinsurers, underwriters, and claims examiners for accurate financial reporting.
• Field Services Finance: Support distribution by planning, forecasting, and reporting on sales results, creating and administering field incentives, budgeting and managing distribution expenses, and providing insights on agency performance.
• Financial, Planning and Analysis: Understand how National Life measures and evaluates financial performance, projects future results, and sets targets, working with enterprise stakeholders.
• Tax: Engage in corporate tax functions including tax compliance, tax accounting, and process improvements driven by data analysis.
• All other duties as assigned.

Requirements & Tech Stack

• Minimum Qualifications:
• 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
• Able 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
• Preferred Qualifications:
• Bachelor's degree in Accounting, Finance, Math, Economics, or Business
• AI Proficiency Expectations:
• Leverage approved AI tools to improve efficiency, quality, and impact.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing and validating AI-generated content.
• Maintain accountability for work products by adhering to National Life's AI guiding principles.
• Use AI responsibly and in accordance with company policies.

Core Competencies

• Service Focus
• Decision Making
• Results Oriented
• Plans and Aligns
• Demonstrates Learning Agility
• Establishes Relationships
• Communicates Effectively
• Fosters Diversity

Compensation

• Base Pay Range: $59,625 — $87,450 USD

• Additional compensation and benefits may include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits). Eligibility for discretionary annual incentive programs may apply.