Finance Leadership Rotational Program Associate

About the Role

Join one of America’s fastest-growing insurance companies, National Life Group, and participate in an early career program offering robust hands-on development for Finance Leadership Rotations. This program includes three approximately one-year rotations through finance and accounting functions, designed to accelerate your career by building financial acumen, business knowledge, and an overall understanding of National Life Group and the life insurance industry.

Role Summary

The Finance Leadership Rotational Program is seeking talented, driven, and passionate individuals aspiring to lead. The program offers on-the-job learning and continuous mentorship to support personal and professional development. Participants pursuing a CPA, CIA, CMA, or similar designation will receive rotations with qualifying experience and supervision.

This position currently offers an onsite hybrid work schedule, with the expectation of being in the office four (4) days per week during onsite core days (Monday, Tuesday, Wednesday, and Thursday). The work schedule 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, ensuring the integrity of financial statements and company processes.
• Treasury: Learn about cash flow, assist with banking solutions and services, and forecast investable cash for daily cash management, liquidity, and debt obligations.
• Reinsurance: Assist with the administration of reinsured policies and interact with reinsurers, underwriters, and claims examiners for accurate financial reporting.
• Field Services Finance: Support distribution by planning, forecasting, and reporting on sales results, creating field incentives, budgeting, managing distribution expenses, and providing insights on agency performance.
• Financial Planning and Analysis: Understand how National Life measures financial performance, projects future results, and sets targets, working with enterprise-wide stakeholders.
• Tax: Engage in corporate tax functions including tax compliance, tax accounting, and process improvements driven by data analysis, gaining broad tax, finance, and industry experience.
• Perform other duties as assigned.

Requirements & Tech Stack

• 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

Qualifications

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

AI Proficiency Expectations

All applicants are expected to:

• 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 the 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: Client-centric focus, effective relationship building.
• Decision Making: Sense-making, critical evaluation, solution creation.
• Results Oriented: Goal setting, drive to meet/exceed objectives.
• Plans and Aligns: Prioritization, alignment of people and skills, evaluation of results.
• Demonstrates Learning Agility: Continuous learning, stretch goals, seeking and incorporating feedback.
• Establishes Relationships: Building partnerships, trust, collaboration.
• Communicates Effectively: Active listening, clear messaging, open to new ideas.
• Fosters Diversity: Valuing diversity, promoting equity and inclusion, fair treatment.

Compensation

• Base Pay Range: $59,625 - $87,450 USD
• Benefits start day one and are flexible and customizable.
• Total compensation may include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits), dependent on the position offered.
• Eligibility to participate in National Life’s discretionary annual incentive programs may apply.
• This is an "at-will position".