About Us:
EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.
How You’ll Contribute:
As a Financial Analyst, Financial Planning & Analysis, you’ll support the Sr. Manager and VP of Financial Planning & Analysis, as well as the Chief Accounting Officer, in driving company-wide financial planning, forecasting, and analytical initiatives. You’ll leverage advanced Excel and Power BI skills to build models, develop forecasts, and create insightful reports. Your work will support decision-making across departments including Financial Reporting, Investment Accounting, Treasury, Actuarial, and Tax.
What You’ll Do (All Levels):
Support the development and maintenance of company forecasts, financial plans, business plans, and capital plans
Perform monthly, quarterly, and annual financial analysis, including monitoring key performance indicators, identifying trends, and analyzing unexpected variances
Build, maintain, and enhance financial models using advanced Excel tools and other business intelligence applications
Develop and maintain Power BI reports, dashboards, and other management reporting tools
Partner with departments across the organization to gather, analyze, and validate data used in planning, forecasting, reporting, and ad hoc analysis
Partner with Investment Accounting and the Front Office to develop investment analytics and support the investment planning process
Support capital planning and analysis, including applicable regulatory and rating agency capital frameworks
Prepare presentations and financial materials for senior management, the Board of Directors, rating agencies, and other stakeholders
Work with data and technology partners to improve the quality, accessibility, and effectiveness of information used for reporting, forecasting, and decision-making
Identify opportunities to improve processes, strengthen controls, increase efficiency, and enhance documentation
Provide ad hoc financial reporting and analysis to support organizational priorities
Leveling Guide (Associate Vs. Vice President):
We are open to hiring at either level based on experience, skills, and demonstrated capabilities:
Financial Analyst, Financial Planning & Analysis
Salary Range:
$65,658.00-$90,280.00
2+ years of financial planning & analysis, finance, or related experience
Supports monthly, quarterly, and annual financial analysis and reporting
Assists in the development and maintenance of forecasts, financial plans, and capital plans
Develops and maintains financial models, Power BI reporting, and organizational or departmental KPIs
Supports research and monitoring of changes to regulatory and rating agency capital requirements
Partners with business areas to gather and analyze information used in forecasts, plans, and other financial analysis
Supports senior team members on departmental and Company initiatives
Monitors financial performance, identifies trends and variances, and helps translate findings into actionable information
Identifies opportunities for process improvement, automation, and enhanced documentation
Demonstrates the ability to work autonomously on assigned responsibilities while seeking guidance as appropriate
Senior Financial Analyst, Financial Planning & Analysis
Salary Range:
$86,833.00-119,395.00
3+ years of financial planning & analysis, finance, or related experience
Demonstrated experience assisting with or leading the development and completion of forecasts, budgets, financial models, and other planning activities
Takes greater ownership of financial modeling, forecasting, reporting, and analytical deliverables
Actively contributes to the development of the Company’s multi-year business plan, including statutory and embedded value planning
Builds and enhances planning models using advanced Excel, Power Query, Power BI, and other business intelligence tools
Develops and maintains projected cash flow models and contributes to Company capital modeling
Leads or independently performs investment analysis and partners with Investment Accounting and the Front Office on the investment plan
Advises and supports department managers throughout the forecasting and planning process
Synthesizes financial and operational data into clear insights and recommendations for management
Prepares and supports presentations for senior management and the Board of Directors
Leads or contributes to process improvements, automation, controls, and documentation initiatives
Serves as a collaborative resource to other team members and business partners and may provide guidance or mentorship on projects and analytical work
What You’ll Bring:
Education:
Bachelor’s degree in Accounting, Finance, Actuarial Science, or a related field
CPA, CFA, FRM, LOMA designation, or progress toward a relevant professional designation is a plus
Knowledge, Skills, and Abilities:
Strong financial modeling, analytical, and problem-solving skills
Strong understanding of financial statements, financial metrics, and underlying business processes
Ability to analyze and synthesize large data sets into meaningful insights that support informed decision-making
Strong attention to detail and commitment to producing accurate, high-quality work
Effective written and verbal communication skills
Ability to develop positive working relationships across departments and organizational levels
Ability to manage multiple priorities and work both independently and collaboratively
Advanced working knowledge of Excel
Working knowledge of PowerPoint, Power BI, ERP systems, and other accounting and finance applications
Understanding of forecasting, financial planning, and budgeting processes
Ability to identify opportunities for process improvement and automation with a data-driven mindset
Life insurance and/or annuity industry experience is preferred
Physical Requirements:
Primarily sedentary work with frequent sitting and computer use
Ability to communicate effectively and participate in meetings
Occasional standing, walking, reaching, bending, and other routine office movement
Ability to perform fine manipulation associated with computer and office equipment us
Where You’ll Work:
Location: West Des Moines, Iowa or Chicago, Illinois
Work Arrangements: Mostly Off-Site
Travel Requirements: Occasional travel (5%-10% of the time)
Compensation and Pay Philosophy:
The pay range for this role is either
$65,658.00-$90,280.00
for an Analyst or $86,833.00-119,395.00 for an Senior Analyst. This reflects the expected compensation for the position at the time of posting. The final offer will be based on factors such as the candidate’s experience, qualifications, geographic location, and internal equity, and may be higher or lower than the posted range. The pay range is subject to change in the future in accordance with applicable laws. EquiTrust is committed to fair and competitive compensation that considers individual and organizational needs.
Total Rewards:
In addition to base pay, EquiTrust may, within its sole discretion and depending on the relevant circumstances, criteria, and considerations at the time, grant eligible employees annual discretionary incentive bonuses. Eligible employees also have access to a competitive benefits package including:
Medical, Dental & Vision coverage
401(k) with Company Match
Paid time off: Vacation, Sick, Holiday, and more
Paid Parental Leave for both Mothers and Fathers
Hybrid/Remote Work Options
Early Friday Closure
EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit
EquiTrust Careers
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