What are the responsibilities and job description for the Vice President, Business Partner position at Primerica?
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In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America’s Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America’s Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. 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
Primerica is a leading provider of financial products and services, including life insurance and asset management, to middle-income households in North America As a senior leader in the Finance Business Partner organization, this position will play a critical role in driving financial performance, providing strategic insights, and supporting decision-making processes across various business units within the organization, with primary focus on the Investments and Savings Products (ISP) segment. Working closely with senior leadership and stakeholders, this position will manage one or more Business Partner team members and will be responsible for financial analysis, forecasting, budgeting, and identifying opportunities for growth and efficiency improvements.This leader will report to the EVP, Treasury & Business Partner as one of two VP Business Partners in that organization.
Responsibilities & Qualifications
Key Responsibilities:
Financial Business Support
- Collaborate with business unit leaders to understand their objectives, challenges, and opportunities, and provide financial guidance and support accordingly.
- Lead financial planning and analysis activities for various areas of the business with primary focus on the Investment & Savings Product (ISP) segment. This includes budgeting, forecasting, and variance analysis, to ensure alignment with organizational goals and objectives.
- Will serve as subject matter expert for the economic arrangements and contributions of the ISP segment to the Company's financial performance.
- Will support special projects and new initiatives as needed, and will provide overlap/continuity within Business Partner leadership
Modeling and Monitoring
- Develop and maintain financial models to assess the financial impact of strategic initiatives, investments, and business decisions.
- Develop and monitor key performance indicators (KPIs) and financial metrics, identify trends, and proactively address issues or deviations from targets.
- Responsible for design, development, and maintenance of models in Enterprise Performance Management (EPM) tool (Planful).
Management Reporting
- Prepare and present financial reports, presentations, and dashboards to senior management and stakeholders, highlighting key insights, trends, and recommendations.
- Support quarterly and annual financial close through preparation and analysis of results for 10Q/10K filings and earnings releases.
Expense Management & Budget Support
- Assist relevant teams with budgeting and forecasting process, including target setting, resource allocation, and scenario planning.
- Requires oversight of certain SOX controls and comfort with accounting principles including understanding of accruals, prepaid expenses, and account reconciliations.
Team Leadership
- Manage and develop staff in their support of Business Partner responsibilities and continued growth.
- Promote a culture of accountability, transparency, and operational excellence within the function.
Skills & Competencies
- The position requires excellent analytical skills, with the ability to translate data into actionable recommendations.
- Excellent communication skills and ability to convey financial concepts to non-financial stakeholders.
- Intermediate to advanced proficiency in financial software tools, including Excel, PowerPoint, and ERP/EPM software.
- Excellent organizational skills, effective time management, and attention to detail are critical to success. Excellent independent, interpersonal, and critical thinking skills and understands when to escalate.
Minimum Qualifications
- Bachelor’s degree in finance, accounting, economics, business administration or any related discipline; MBA or advanced degree preferred.
- 10 years of progressive leadership experience in Corporate Finance, GAAP Financial Reporting, or other financial-focused management experience preferably within the financial services industry.
- FINRA Series 6 license required but may be obtained within 6 months.
Preferred Qualifications
Experience in Corporate Accounting, Corporate Finance, Insurance/Investments is preferred. FINRA Series 6 is required but can be obtained post-hire. Experience with ERP and EPM systems/tools helpful.
FLSA status:
This position is exempt (not eligible for overtime pay):
YesThis position is exempt (not eligible for overtime pay):
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 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.
