Financial Analyst / Senior Financial Analyst, Financial Planning & Analysis

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 *