Senior Financial Analyst - Individual Retirement Business Unit

Job Number: 6051

Job Number: 200005OL

External Description:

Thank you for your interest in a position with Equitable.

The Senior Financial Analyst - Individual Retirement Business Unit is a member of the Business Area CFO team within the Finance organization supporting the Individual Retirement & Equitable Advisors business operations. In this highly visible role you will have the opportunity to help develop the long-range plans for Individual Retirement and Equitable Advisors; drive efforts to improve efficiency and productivity of the organization; and partner with senior leaders to identify, evaluate, prioritize and deliver strategic initiatives across the business. The Business Area CFO team provides financial guidance and support to the business areas within Equitable.

The primary responsibilities include, but are not limited to:

• Financial analysis, including business case support, monthly business review reporting, P&L management, sales projections, expense budgeting, etc
• Build financial models that help forecast business outcomes under various scenarios
• Help to identify, assess, and evaluate new business opportunities, including new market and product/service ideas; and help support the analysis and comparison of alternative opportunities for entering new markets and adopting new technologies
• Research competitors in the market to provide management with meaningful analysis to benchmark financials vs. peers
• Analyze data to provide strategic insights; identify issues, structure problems and generate actionable recommendations using formal problem solving frameworks and critical thinking
• Day-to-day focus on root cause analysis of low-to-medium complexity problems where expertise is required to interpret against policies, guidelines or procedures
• Create dashboards with actionable metrics to help manage and understand trajectory of business
• Develop presentations for senior/executive management which provide insight and recommendations on complex financial topics
• Be an active and eager member of the FPU team; lead by example in inspiring high performance culture

#LI-EQH1The Finance Business Partner Unit requires the ability to balance deep financial analysis with stakeholder management executive communication. A successful candidate will be expected to manage multiple, complex assignments and competing priorities and must be comfortable working in an ambiguous environment. The team works with a results driven approach and transparent communication.

Minimum Qualifications

• Bachelors Degree
• 4 years experience working with large corporation(s) either in a financial analysis role, internal/external strategy and/or business partner role
• 2 years experience working in the insurance industry and/or in the actuarial sciences space

Preferred Qualifications

• MBA or other advanced degree a plus
• Insurance/Financial licenses, Six Sigma, Project Management, CPA, CFA and/or actuarial certifications a plus
• Analytical and critical thinking skills, with demonstrated ability to analyze and solve complex problems and drive change
• Proven interpersonal skills and the ability to interact with all levels of the organization, including senior management
• Established written and verbal communication skills, including the ability develop and deliver presentations that synthesize complex problems and recommended solutions
• Prioritization skills with a clear focus on results
• Self-motivated and Self-directed work style who seeks regular proactive feedback from supervisor
• Demonstrated ability to meet project deadlines and work within a fast paced, project driven and team environment. Demonstrated initiative, flexibility and professional skills in dealing with management
• Microsoft Excel and Powerpoint skills to manipulate and analyze large volumes of data
• Knowledge of the financial services industry

About Equitable

We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2195 or email us at TalentAcquisition@equitable.com.

Community / Marketing Title: Senior Financial Analyst - Individual Retirement Business Unit

Location_formattedLocationLong: Charlotte, North Carolina US