Join Our Team
In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.
About this Position
The AVP of Securities Finance Management leads all financial analysis and budgeting activities, according to company policies and best practices. This position also coordinates all communications with the External Auditors (KPMG) and the Finance/Accounting departments for Sarbanes Oxley (SOX) requirements, FICCA Control reporting and year end Financial Statement Testing Requirements. This role safeguards the financial health of the Securities Operations department by maintaining the highest level of control, integrity and analytical rigor.
This is a hybrid position that requires working onsite in the Duluth, Georgia office and remotely multiple days each week.
The estimated salary range for this role is: 100K plus bonus
Responsibilities & Qualifications
- Manages and develops the Securities Operations financial reporting process, including preparation of consolidated forecasting and monthly, quarterly and annual reports to executive leadership and other stakeholders.
- Communicates with External Auditors and Finance for all financial control related functions.
- Analyze, evaluate, develop, and implement new controls and risks that optimize operations or required for new SOX or FICCA related process.
- Maintains, gathers, coordinate external audit requirements for Securities department SOX, Financial Audit and FICCA testing.
- Works with Securities top executives to analyze and project resources required.
- Involved in developing and maintaining proposal templates and materials, reviewing outgoing contracts and monitoring cost proposal trends.
- Retains first-level approval authority on all Securities purchase requests, financial projects, invoices and expense approvals.
- Review ISP Operations slides for accuracy in amounts, counts, calculations and date ranges.
- Create annual budget and analyze trends month over month or year over year, questioning any unusual changes
- Provides direct management and leadership to the Securities Finance team through promoting change and process improvement
Minimum Qualifications
- Bachelor's degree in Accounting or Finance or equivalent experience
- 3-5 years experience in leadership with financial management experience
- FINRA Securities License Series 6/7 and 26/24 required or may be obtained by learning agreement
- Familiarity with Month-end and Financial Forecasting and Audit requirements
- Knowledge of Securities Industry concepts such as Variable Annuities, Mutual Funds and Managed Accounts.
- Understanding of GAAP accounting
Preferred Qualifications
- Bachelors degree or higher
- Strong Excel Skills
- Strong Analytical Skills
- Experience with Apptio or similar data systems is preferred
- Basic accounting skills with Workday or similar general ledger experience
- Query or SQL experience preferred
#LN-ND1
#Dice
FLSA status:
This position is exempt (not eligible for overtime pay):
YesOur Benefits:
-
Day one health, dental, and vision insurance
-
401(k) Plan with competitive employer match
-
Vacation, sick, holiday and volunteer time off
-
Life and disability insurance
-
Flexible Spending Account & Health Savings Account
-
Professional development
-
Tuition reimbursement
-
Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
Top Skills
What We Do
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 129,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 40 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI."
Primerica’s focus is on serving the needs of middle-income consumers by providing products such as term life insurance, mutual funds, annuities, and more. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com.
Headquartered in Duluth, Georgia, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.
