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
As a member of the Finance Business Partner team, this position will assist management in driving financial performance, providing strategic insights, and supporting decision-making processes across various business units within the organization, with primary focus on Distribution, Marketing, and ancillary other distributed products. Supporting management and working closely with senior leadership and stakeholders, this position will be a staff analyst responsible for financial analysis, forecasting, budgeting, and identifying opportunities for growth and efficiency improvements.
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: 75K-85K
Responsibilities & Qualifications
Essential Job Duties and Responsibilities
- Facilitate with managers throughout the company on the creation of a detailed income and expense budgets and reforecasts. Provide ongoing support to those departments on understanding their revenue and expenses and how they emerge in our financial results. Gain knowledge and understanding of current events within those areas in the company, and matriculate that information within financial group to ensure transparency of future revenue and expense trends and accurate earnings forecasts.
- Complete monthly, quarterly, and as needed analysis of expense variances relative to prior period and budgeted results. Determine and document expense variances. Justify results ensuring proper treatment of accounting and SOX compliance. Communicate findings to management.
- Create accounting journal entries related to expense accruals, account reclasses, allocations, and other adhoc needs. Construct monthly account reconciliations and comply with balance sheet controls established by SOX requirements. Assist manager with company allocation tracking.
- Assist with models and other metrics and KPIs to analyze trends, forecast results, and develop annual budget of various product earnings and KPIs. Assist manager and area VP with adhoc analysis and project ROI tracking.
Minimum Qualifications
- Bachelor's degree in Finance, Accounting, Business Management or equivalent experience
- 2-3 years financial analysis, budgeting, planning and general accounting experience required
- Advanced proficiency in Microsoft excel and spreadsheet modeling
Preferred Experience:
- Business or accounting degree
- 4-5 years financial analysis, budgeting, planning and general account experience
- Experience in insurance products and other financial products.
- Experience with ERP and EPM systems/tools helpful.
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FLSA status:
This position is exempt (not eligible for overtime pay):
YesOur Benefits:
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Day one health, dental, and vision insurance
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401(k) Plan with competitive employer match
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Vacation, sick, holiday and volunteer time off
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Life and disability insurance
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Flexible Spending Account & Health Savings Account
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Professional development
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Tuition reimbursement
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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.
