Primerica is a leading provider of financial services to middle-income families in the United States and Canada. Since 1977, Primerica has provided essential financial services and products that have helped millions of middle-income households protect their families and save for the future. We insure over 5.7 million lives and have over 2.7 million client investment accounts. Headquartered in metro Atlanta, Primerica is a Fortune 1000 company with over 2,800 employees located in the U.S. and Canada. Our employees are an integral part of achieving Primerica’s mission in creating more financially independent families and supporting more than 130,000 licensed financial representatives across North America. The Company’s competitive salaries, award-winning benefits packages, and employee recognition programs are just a few of the reasons the average employee tenure is 12 years. Awards and Recognitions Forbes Best Employers for Diversity Forbes Best Employers for Women Atlanta Journal-Constitution’s Top Workplaces #1 Most Trusted Life Insurance Company by Investor’s Business Daily #3 Most Trusted Financial Company by Investor’s Business Daily Our stock is traded on The New York Stock Exchange under the symbol “PRI.” If you need an accommodation with any part of the application process, please email Recruiting@primerica.com. www.primerica.com PRIMERICA CAREERS Don't see a job that you are interested in? Introduce yourself and submit your resume to our recruiters. We'll get in touch if there's a role that seems like a good match. Join Our Team In 2022, the Atlanta Journal-Constitution named the 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 Financial Planning & Analysis Analyst is responsible for the coordination, review and analysis of the company’s actual and expected financial earnings. They must provide accurate and concise explanations of financial results and act as a key source of information for senior management requests and in the creation of publicly reported financial documents. They will coordinate the compilation of the company’s annual financial earnings budget. This is a hybrid position that requires working onsite in the Duluth, Georgia office and remotely multiple days each week. Responsibilities & Qualifications Job Duties & Responsibilities Coordinate, compile and review of earnings submitted by subject matter financial experts through the monthly earnings package. Examine financial results for errors and anomalies. Analyze and research emerging trends in results. Present consolidated financial results and explanations to senior management and auditors. Analyze, project and present to senior management key financial items Oversee the compilation and maintenance of the company's financial supplement. Review and sign-off on the accuracy of financial results presented in the company's earnings call with investors, including CEO and CFO scripts and visual material. Work with other key financial individuals in drafting language for the earnings press release, CFO script for the investors' earnings call, and 10-Q and 10-K filings. Provide source of knowledge of historical and emerging trends in the business. Review and provide guidance on presentation of information Create and update financial models for miscellaneous revenue and expense items. Ensure modeling accurately reflects trends in the business Determine calendar of deliverables for subject matter experts to provide material for the compilation of the company's financial budget. Ensure deliverables are received, accurate, and complete. Track changes and manage the process of loading the budget data into the financial system. Required Qualifications Bachelor's degree in Finance, Accounting, and Business Management required 5 years of experience in Financial Analysis, Budgeting, Planning and Forecasting required Highly proficient level of Microsoft Excel, spreadsheet modeling and forecasting, managerial accounting, time management, and the ability to adapt quickly and meet deadlines FLSA status: This position is exempt (not eligible for overtime pay): Yes Our 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 Savings 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.