Associate Analyst, Distribution Finance

Role Summary

The Distribution Finance team is responsible for the financial health of NLG’s life and annuity sales, providing financial leadership through insights and recommendations, monitoring trends, and driving National Life Group to be a culture of fact-based decision makers. This position provides financial support to key business partners, including financial planning and analysis, financial and operational metrics, and financial forecasting. This is a multi-faceted project and operational support role focused on National Life’s selling customers. The role requires timely, accurate, and impactful insights and analysis to provide an outstanding customer experience. The analyst will generate and deliver value that will drive improvements and enable smart decision making in a pay for performance environment. This role will work with a broad set of data sources, analytical tools, and visualization software to help the business solve real problems and drive desired results.

A successful candidate will display strong analytical as well as interpersonal skills, and a deep interest in understanding the business. The ability to develop strong relationships with internal and external customers, understand their needs, and use data to drive business impact will be paramount. This position will work as part of a team on day-to-day enterprise distribution finance processes and have the ability to work autonomously in a fast-paced and dynamic environment.

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.

Key Responsibilities

• Modeling and computation of Distribution incentive and compensation programs
• Analysis and implementation of enhancements to incentive programs and compensation structures, capitalizing on behavioral drivers and achieving Distribution goals
• Partnering with Distribution to establish and maintain strong relationships with business leaders to understand their focus and related incentives. Develop a ‘thinking partner’ relationship to achieve Distribution goals, bringing modeling, data, and analysis to recommend and illuminate decision-making.
• Develop and maintain incentive forecasting and program effectiveness tools to assist in the evaluation of Distribution financial health and expense management
• Build cross-functional partnerships and collaborate with other business units throughout the organization to maintain financial consistency and awareness

Requirements & Tech Stack

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Data Analytics, or a related field
• Strong financial and analytical background, with the desire to think critically
• Exceptional data organizational skills, including proficiency in Excel
• Caring curiosity, demonstrated in proactive & reactive solutioning, asking questions, learning the business, and knowledge building connected to outcomes and impact on others
• Acting with urgency in performance, execution, decisioning, and responsiveness
• Focus on quality, with eagerness to improve and implement business processes for efficiency and control strength
• A customer service mindset with excellent communication skills, the ability to influence at all levels, and talent for conveying complex findings clearly and actionably
• Demonstrated ability to present complex financial findings to non-technical business partners
• Ability to thrive in a fast-moving start-up environment, a strong team player, and excited by the prospect of taking on all tasks

Preferred Qualifications

• Two or more years of experience in financial analysis, incentive or sales compensation, or distribution finance
• Experience in the insurance or financial services industry, particularly life and annuity products
• Advanced Excel skills, including financial modeling, pivot tables, and Power Query
• Experience with data visualization tools such as Power BI or Tableau
• Working knowledge of SQL or similar query tools for extracting and analyzing large data sets
• Familiarity with incentive plan design, administration, or effectiveness measurement
• Progress toward a relevant professional designation such as CFA, CPA, FLMI, or LOMA

AI Proficiency Expectations

All applicants are expected to:

• Leverage approved AI tools, where appropriate, to improve efficiency, quality, and impact of their work.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing and validating AI-generated content.
• Maintain accountability for accuracy, quality, fairness, and integrity of 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

Salary Pay Range

$61,875 — $90,750 USD