Senior Finance Analyst jobs at Chubb

Job Title: Technical Financial Analyst (Workday) Compensation: $125,000-$140,000 base + 9% annual bonus Schedule: Full-time, Hybrid About the Role We are supporting a leading organization in Atlanta seeking a Technical Financial Analyst with strong Workday Financials expertise. This role bridges finance and technology, ensuring business processes are optimized through effective Workday configuration, reporting, and integrations. You'll partner with finance and technology teams to deliver scalable solutions and drive process improvements. Key Responsibilities Configure Workday Financials modules supporting Q2C, OTC, P2P, and RTR processes. Develop reports, dashboards, and calculated fields to meet business needs. Perform and manage EIB imports while ensuring data integrity. Collaborate across teams to gather requirements, design solutions, and support enhancements. Document workflows and manage tasks using Jira, Confluence, SharePoint, and Visio. Provide support, training, and troubleshooting for Workday Financials. Stay current on Workday releases and recommend improvements. Qualifications 5+ years of experience in a Financial or Technical Analyst role with a focus on Workday Financials. Strong understanding of finance processes (Q2C, OTC, P2P, RTR). Hands-on experience with Workday configuration, reporting, and EIB imports. Proficiency with Jira, Confluence, SharePoint, Visio, and MS Office. Excellent communication and stakeholder management skills. Workday certifications preferred but not required. What's in it for You Base salary of $125,000-$140,000 plus 9% annual bonus. Hybrid schedule (3 days onsite, 2 remote). Collaborative environment with professional growth opportunities. Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.

Develops crisis management, emergency management and contingency plans for Tokio Marine North America Services, and its group companies. Leads and provides incident response support for any type of natural, man-made or technological disaster. Essential Job Functions: Develops and implements plans, processes, policies and procedures for emergency management, crisis management and contingency planning program elements. Leads incident management for any type of natural, man-made or technological disaster. Provides incident support during emergencies, which may occur outside of standard business hours and require extended shifts depending on the severity and duration of the event. Participates in post-incident reviews and contributes to continuous improvement efforts. Communicates effectively with senior executives and leaders during crisis and emergency situations. Gathers and analyzes information; supports resolutions to address business issues for a specific business group. Tests multi-dimensional plans with various operational departments throughout group companies. Evaluates vendors, makes recommendations, and implements vendor requirements. Develops strategy, training materials, protocol and quick reference guides for emergency management, crisis management and contingency planning areas. Develops and leads tabletop exercises and training for group companies. Develops plans and procedures for the BCM Crisis Management Center. Manages efficient and effective usage of tools and integration with other tools as necessary. Initiates awareness processes to make necessary improvements for emergency management, crisis management and contingency plans. Qualifications: Bachelor's degree is preferred (preferably in Emergency Management or Business). A Business Continuity certification preferred. 7+ years of relevant experience. Ability to provide on-call support and incident response as needed during emergencies, including after-hours and weekends. As much advance notice and flexibility as possible will be provided. Ability to weigh business needs and articulate these needs to management. Knowledge, insight, and understanding of business concepts and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations. Experience with mass notification systems, such as Onsolve Send Word Now, and incident monitoring systems, such as Everbridge NC4, preferred. Working knowledge of Microsoft Office,and strong knowledge in Microsoft Excel preferred. Performs special projects and other duties as may be assigned. Strong customer service orientation, responsive, consultative, collaborative and accurate. Strong leadership ability: able to work with a group to set objectives and agenda, generate allegiance to those objectives, and motivate achievement. Familiarity with project management skills; planning, organizing, monitoring and controlling projects, ensuring efficient utilization of resources to achieve project objectives and deadlines. Strong interpersonal relationship building skills; able to work with a variety of people and groups in a constructive and collaborative manner. Strong analytical ability with the capability to determine the root cause of problems and issues Salary range $94,000 to $115,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base.

Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement. A DAY IN THE LIFE In this role, you will… Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting. Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting. Provide analytics necessary to help business leaders manager their business units efficiently. Provide detailed comparisons and variance analytics Vs baseline financials. WHO YOU ARE You possess … BS/BA degree in Finance/Accounting required. 1 to 3 years of experience in Financial Planning and Analysis. Strong organizational and decision-making skills. Exceptional interpersonal/communication and business partnering skills. Responsibilities Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. Participate in monthly, quarterly, and yearly budget and forecast development. Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. Produce ad hoc analysis and reports for executive management team. Analyze business opportunities, research industry, market and company trends. Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. Participate in the monthly quarterly and quarterly financial close process. Perform all other duties assigned. Qualifications BS/BA degree in Finance/Accounting 1-3 Years of experience in a Financial Planning & Analysis or related role. Experience in Financial Services preferred. MS Office Suite; advanced understanding of Excel and modeling (required). Experience working with large datasets is a plus. Oracle GL or similar accounting GL understanding. Experience with a financial reporting tool. BI experience is a plus (Power BI, SQL, etc.) We can recommend jobs specifically for you! Click here to get started.

Experience more with a career at COUNTRY Financial! We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role At COUNTRY Financial, our Private Credit Analyst works in the Insurance Investments group of COUNTRY Trust Bank and will research investment ideas for inclusion in investment portfolios. The role acts as a member of the Private Credit team with a primary focus on sourcing, diligence, monitoring, and reporting of private credit commitments. • Sourcing activities will primarily include managing relationships with placement agents and other intermediaries relevant to the private credit market. • Diligence activities include participating in calls with managers, analyzing various fundraising materials, preparing materials for onsite diligence sessions, calling references, documenting conversations & meetings, preparing investment memos, and assisting with negotiating legal terms. • Monitoring activities include periodic calls with managers, reading quarterly manager reports, and potentially attending annual meetings. • Reporting activities include updating the CRM system with notes from calls & meetings, preparing reports for senior management, and preparing reports for the fixed income team. • Additional responsibilities may include assisting with research of other asset classes.How does this role make an impact? Assists Portfolio Managers, as part of a collaborative team environment, with security selection, valuation analysis, security trading, portfolio management, performance monitoring, and ongoing evaluation of investment strategies to implement the appropriate investment policies of the organization. Contributes to overall investment policy decisions and helps to prepare reports and presentations. May participate in the Asset Allocation Committee, Stock Selection Committee, and/or Mutual Fund Selection Committee. Researches and analyzes assigned projects. Develops skills, experience, and industry knowledge and determines direction for personal career development. Do you have what we're looking for? Prior investment experience in Fixed Income and Alternative Investments Chartered Financial Analyst (CFA) designation or progress towards completion is preferred Prior experience in analyzing investments for the purpose of making investment decisions Typically requires 7+ years of relevant experience or a combination of related experience, education and training. Base Pay Range: $94,000-$129,250 The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience. Incentive Pay: In addition to base salary, this position is eligible for a Short-Term Incentive plan. Why work with us? Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business. You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match. COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations. Come join our team at COUNTRY today!

The Talcott Investment Analytics Strat role is an investment analyst that specializes in data management, investment analytics, program management, digital product design, in addition to quantitative sciences, fostering collaboration between investment subject matter experts and technologists, to help make Talcott's Investment function best in class in the Insurance Asset Management business. The Strat team supports Credit and Structured Credit Analytics, Strategic Asset Allocation function, Asset Liability & Balance Sheet Management, Investment Compliance & Reporting, and Investment Data Architecture. As a Talcott Strat, you will be working in a small team where priorities often change, juggling both project work and business as usual delivery. While being a member of the Investments Team, you will be collaborating with the Technology team to bridge the gap between Investments and Technology. Primary Responsibilities: Business Solutions: Develop analytics and dashboards that are accurate, robust, and scalable in support of the investment management function: investment reporting, portfolio construction, asset-liability management, strategic asset allocation, hedging, portfolio and manager performance measurement, compliance. End to end Data Architecture: Develop and support the investment data architecture, building and maintaining an end-to-end process that results in a trusted gold copy investment data platform. Data & Analytics: Develop analytic methods and tools to transform and aggregate data to assess detailed risk exposures across assets, portfolios, entities, and managers, including look-through analysis for funds and other structured assets; and for uncovering correlated risks Data Management: Identify and integrate vendor tools/data to support investment analytics and decision-making (e.g., Aladdin, Intex, TREPP) Report Automation: Develop automation tools to support timely and accurate data and information flow from vendors and external partners, including error detection and correction. Program Management: Collaborate with Investment teams in both Front Office and Operations, and other business units where applicable to develop specifications and deliver functionality. Qualifications: Outstanding background in investment data & analytics 5+ years. of development experience supporting investment/finance end-to-end system architecture. Programming expertise in MS SQL. Proficient with MS Power BI (Python a plus) Strong general and technical communication skills, with an ability to effectively articulate complex financial and mathematical concepts, and able to communicate with senior leaders/portfolio managers. Creativity and strong problem-solving skills Ability to work independently and in a highly collaborative team environment. Understanding of capital markets and capital markets products Understanding liability-driven investing (especially insurance liabilities) is a plus. Awareness / understanding of various risk and risk capital frameworks.

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting. This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis. Responsibilities include, but are not limited to: Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger Support monthly monitoring and substantiation of investment-related suspense accounts Provide support for audit requests Assist with ad-hoc projects as needed QUALIFICATIONS BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred 4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations Strong understanding of investment accounting principles under US GAAP and STAT Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus. Strong focus on process improvement and automation and analytical skills Ability to successfully handle competing priorities and multiple deliverables Experience with Clearwater Analytics or similar investment accounting platforms preferred Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this position is $80,000-$110,000. #LI-KS1 Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with the Director, Financial Planning & Analysis? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Senior Financial Analyst, a position which carries the responsibility of supporting the various lines of businesses and its leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement. **This is a HYBRID position. Will work primarily remotely but occasional meetings in the Pittsburgh PA office are required, so applicants should be within reasonable commuting distance to Pittsburgh (Moon Township, PA) office.** Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. A DAY IN THE LIFE In this role, you will… · Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting. · Provide analytics necessary to help business leaders manager their business units efficiently. · Provide detailed comparisons and variance analytics Vs baseline financials. WHO YOU ARE You possess … · BS/BA degree in Finance/Accounting, MBA or CPA preferred · 5 to 8 years of experience in Financial Planning and Analysis · Strong organizational and Decision making skills. · Exceptional interpersonal skills. Responsibilities · Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability in the Default Services Division within ServiceLink. · Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. · Lead monthly, quarterly, and yearly budget and forecast development. · Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). · Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. · Be a strategic partner to Senior Business Leaders to develop and achieve short- and long-term strategy goals. · Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. · Produce ad hoc analysis and reports for executive management team. · Analyze business opportunities, research industry, market and company trends. · Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. · Participate in the monthly quarterly and quarterly financial close process. · Perform all other duties assigned. Qualifications · BS/BA degree in Finance/Accounting, MBA or CPA preferred · 5-8 Years of experience in a Financial Planning & Analysis or related role. · Experience in Financial Services (preferred). · MS Office Suite; advanced understanding of Excel and modeling (required). · Oracle GL or similar accounting GL understanding. · Experience with a financial reporting tool. · BI experience is a plus We can recommend jobs specifically for you! Click here to get started.

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Senior Fixed Income Investment Operations Analyst to join our Fixed Income Operations team in Newport Beach, CA (relocation assistance may be provided). The team provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams. As a Senior Fixed Income Investment Operations Analyst, you'll play a critical role in supporting Investment Operations through the accurate, timely, and comprehensive management of Security Master File (SMF) data. This role ensures the integrity of investment data across trading platforms, investment accounting systems, and external data sources including third-party investment managers and custodians. The ideal candidate will be a data-driven professional with a passion for data governance, operational efficiency, and cross-functional collaboration. How you'll help move us forward: Perform daily reconciliation of Security Master data across internal and external systems. Track and maintain updates to security attributes including coupons, schedules, ratings, and payment terms. Research and resolve discrepancies between trading and accounting systems. Leverage querying tools to extract and analyze targeted security details. Run automated validation checks to identify and address data quality issues. Create and maintain reports to identify missing or inconsistent data. Collaborate with Operations, Accounting & Reporting (A&R), Enterprise Risk Management (ERM), and other teams to ensure data accuracy. Produce timely and accurate 'gold-copy' investment data across assigned domains. Execute and analyze daily and periodic data quality control queries. Troubleshoot and resolve data feed issues, escalating when necessary. Support regulatory and internal reporting requirements. Identify process improvement opportunities and implement solutions to enhance data quality and operational efficiency. Conduct root cause analysis of data errors and implement corrective actions. Develop deep knowledge of assigned funds and securities to support global operational processes. Participate in system testing, monitoring, and project-related activities. Create, maintain, and enhance procedures and workflows to support data integrity and compliance. Monitor end-of-day processing to ensure accurate data flow to downstream systems. Provide support for ad hoc requests and coverage for team responsibilities as needed. The experience you bring: 5+ years of experience in investment operations or other investment-related role Hands on experience maintaining and reconciling Security Master data College degree in finance, accounting, or equivalent work experience. Working knowledge of the following systems: Bloomberg, Excel, Business Objects, ePAM, MS Office Suite Proficiency in data querying tools (e.g., SQL, Python, Excel). Substantial experience with trading platforms, investment accounting systems, and custodian data feeds. Excellent analytical, problem-solving, and organizational skills. Strong communication and interpersonal skills with the ability to collaborate across teams. Demonstrate ownership and accountability for data accuracy and integrity. Work effectively across departments and with external partners. Manage multiple priorities and adapts to changing business needs. Ensure high-quality outputs and thorough analysis. What will make you stand out: Experience with data governance frameworks and data quality initiatives. Familiarity with regulatory reporting requirements. Knowledge of data visualization tools (e.g., Power BI, Tableau). Project management experience including documenting requirements Expertise in Corporate Action Events You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 #LI-hybrid Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $48.33 - $59.07 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI This is a range posting between a Sr. Analyst and Associate position and level will be determined by hiring team based on experience. The Position: We are seeking an AI Enablement Strategy Senior Analyst to join LMI, reporting to the Director of the AI Collective, to help shape the AI strategy of a globally invested, multi-strategy investment firm. In this role, you will help define and execute our AI enablement strategy, drive curiosity driven experimentation, and foster culture change that empowers our investment business units. You will translate AI capabilities into strategic initiatives, ensure secure and ethical deployments, and measure impact against business objectives. Responsibilities: Strategy & Governance: Help build the AI adoption roadmap, governance framework, and success metrics alongside AI Collective and GIS leadership. Stakeholder Enablement: Lead cross functional workshops, perform needs assessments, and advise teams on AI best practices. Experimentation: Plan, launch, and iterate quick turn pilots that surface scalable, high value use cases. Curiosity & Tool Proficiency: Showcase hands-on experimentation with GenAI tools; articulate how they work, where they break, and how you've used them in prior projects. Capability Building: Create playbooks, training, and self-service resources to raise AI literacy across the organization. Project Management: Maintain detailed project plans, track adoption KPIs, and brief senior leadership on progress. Risk & Compliance: Partner with Technology, Compliance, and Legal to deliver secure, ethical, and scalable AI solutions. Qualifications 5+years in asset management or financial services, with hands-on work in AI strategy, analytics, or digital transformation. Demonstrated passion for curiosity-driven experimentation and can speak to personal GenAI projects, favorite tools, and lessons learned. Practical knowledge of modern AI platforms, large language models, and MLOps concepts. Proven ability to manage complex, multi stakeholder projects from ideation through rollout. Excellent written and verbal communication skills; adept at translating technical concepts for diverse audiences. Bachelor's degree required; advanced degree a plus. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position: The Impact Investing mandate is focused on generating meaningful social impact in three key areas: (i) boosting social mobility, (ii) expanding access to essential services, and (iii) enhancing resiliency, revitalization, and adaptation. LMI has earmarked $1 billion in balance sheet capital to support the mandate and is seeking commercial returns in tandem with compelling social impact. Financially, we believe we can generate exceptional returns within this strategy and will focus on private investments, including direct investments, fund investments and co-investments by identifying best-in-breed partners and leveraging the unique advantages that our mutual structure and capital base provides. Notably, we have a unique ability to: Invest across longer horizons and in more complicated structures and projects. To make both limited partnership commitments as well as invest directly into projects and companies. Form deep and lasting relationships with partners Deep internal expertise across a range of asset classes Nimble execution and off-market sourcing Hiring talented people and providing them the freedom to execute A highly collaborative culture Responsibilities: Support comprehensive diligence and developing recommendations on co-investment opportunities. Responsibilities include analyzing companies and sectors, understanding critical value creation levers, and modeling potential outcomes. Support comprehensive diligence and developing recommendations on fund investment opportunities. Responsibilities include evaluating prior performance, reference checks, examining underlying portfolio investments, and modeling fund performance. Effectively screen new opportunities, identifying and succinctly communicating the most relevant investment highlights and key risk considerations. Assist with Impact evaluation and measurement. This role will perform impact diligence in parallel with financial diligence and be expected to make thoughtful recommendations on ways in which to increase and maximize the impact of investments. Managing and monitoring current portfolio investments and preparing portfolio progress reports. Assisting with overall management of the portfolio. Qualifications Strong academic record from a competitive institution 2-4 years of relevant work experience (Investment Banking, Private Equity, etc.) Analytical and critical thinking - Ability to identify and articulate key investment considerations and risks, with a special interest in impact Good interpersonal & team skills - Comfortable with consensus decision-making and working in a collaborative, team-based environment Excellent verbal and written communication in order to interact with internal and external investment professionals and executives Strong presentation skills - the ability to articulate an investment recommendation or industry thesis in a concise, organized manner Ability to manage multiple responsibilities and time-sensitive deliverables with a high degree of quality and accuracy Passion for and understanding of investing and the private equity industry About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position LMI is actively searching for a Senior Analyst to join the Direct Lending team. This individual will be an integral member of the leveraged financed platform within the Global Credit Markets business. Dedicated to the Direct Lending strategy, this Senior Analyst will have responsibilities that provide for significant ownership of the end-to-end private credit investment process including sourcing, underwriting and ongoing portfolio monitoring of private loans. Responsibilities: Contribute as an integral member of the team to invest in private debt financings across the capital structure, with an emphasis on unitranche, first lien, and second lien loans Support the investment process from start to finish, working closely with Team Leaders and Credit Research to conduct company and industry research, develop investment recommendations, and to manage loan positions post-closing of the initial investment Contribute to the preparation of the investment committee memorandums (complete with financial projections) and support Team Leaders in the presentation of the team's investment recommendations to internal investment committees Assist Team Leaders in the evaluation, structuring, and negotiation of economic and legal terms at both the term sheet stage and during final documentation Actively monitor the performance of existing investments and maintain relationships post-close with key investment participants, including the Borrower / Sponsor and Agent; provide detailed updates to team members during scheduled portfolio reviews and as needed on an ad-hoc basis Collaborate cross-functionally with additional LMI teams including Legal, Finance, Accounting and Risk Management to execute transactions and manage the portfolio Engage externally with other market participants (e.g. other direct lenders and buyside investors, bankers, advisers, and third-party consultants) as part of the overall investment process Support relationship coverage with private equity firms across the lower, middle, and large market, as well as other deal sources to help meet the team's origination targets Qualifications 3+ years of experience, including a minimum of 1+ years in investing, preferably within the direct lending / private credit space Previous experience in underwriting and monitoring credit investments Proven ability to interact with, assess, and build relationships internally as well as externally, with Borrowers, Sponsors and other market participants Previous experience with credit agreement documentation and/or other relevant legal documentation Ability to identify company, industry, and market risks and opportunities, and to evaluate risk mitigation strategies Excellent communication skills (written and verbal) with an ability to clearly articulate relevant key learnings and insights derived during the due diligence process Self-starter with a willingness to be flexible and take on additional responsibilities depending on the needs of the business Strong academic credentials and a demonstrated track record of successful work experience Proven ability to work collaboratively in team environments About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI This is a range posting between a Sr. Analyst and Associate position and level will be determined by hiring team based on experience. The Position: We are seeking an AI Enablement Strategy Senior Analyst to join LMI, reporting to the Director of the AI Collective, to help shape the AI strategy of a globally invested, multi-strategy investment firm. In this role, you will help define and execute our AI enablement strategy, drive curiosity driven experimentation, and foster culture change that empowers our investment business units. You will translate AI capabilities into strategic initiatives, ensure secure and ethical deployments, and measure impact against business objectives. Responsibilities: Strategy & Governance: * Help build the AI adoption roadmap, governance framework, and success metrics alongside AI Collective and GIS leadership. Stakeholder Enablement: * Lead cross functional workshops, perform needs assessments, and advise teams on AI best practices. Experimentation: * Plan, launch, and iterate quick turn pilots that surface scalable, high value use cases. Curiosity & Tool Proficiency: * Showcase hands-on experimentation with GenAI tools; articulate how they work, where they break, and how you've used them in prior projects. Capability Building: * Create playbooks, training, and self-service resources to raise AI literacy across the organization. Project Management: * Maintain detailed project plans, track adoption KPIs, and brief senior leadership on progress. Risk & Compliance: * Partner with Technology, Compliance, and Legal to deliver secure, ethical, and scalable AI solutions. Qualifications * 5+years in asset management or financial services, with hands-on work in AI strategy, analytics, or digital transformation. * Demonstrated passion for curiosity-driven experimentation and can speak to personal GenAI projects, favorite tools, and lessons learned. * Practical knowledge of modern AI platforms, large language models, and MLOps concepts. * Proven ability to manage complex, multi stakeholder projects from ideation through rollout. * Excellent written and verbal communication skills; adept at translating technical concepts for diverse audiences. * Bachelor's degree required; advanced degree a plus. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated * Philadelphia * San Francisco

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position: The Impact Investing mandate is focused on generating meaningful social impact in three key areas: (i) boosting social mobility, (ii) expanding access to essential services, and (iii) enhancing resiliency, revitalization, and adaptation. LMI has earmarked $1 billion in balance sheet capital to support the mandate and is seeking commercial returns in tandem with compelling social impact. Financially, we believe we can generate exceptional returns within this strategy and will focus on private investments, including direct investments, fund investments and co-investments by identifying best-in-breed partners and leveraging the unique advantages that our mutual structure and capital base provides. Notably, we have a unique ability to: * Invest across longer horizons and in more complicated structures and projects. * To make both limited partnership commitments as well as invest directly into projects and companies. * Form deep and lasting relationships with partners * Deep internal expertise across a range of asset classes * Nimble execution and off-market sourcing * Hiring talented people and providing them the freedom to execute * A highly collaborative culture Responsibilities: * Support comprehensive diligence and developing recommendations on co-investment opportunities. Responsibilities include analyzing companies and sectors, understanding critical value creation levers, and modeling potential outcomes. * Support comprehensive diligence and developing recommendations on fund investment opportunities. Responsibilities include evaluating prior performance, reference checks, examining underlying portfolio investments, and modeling fund performance. * Effectively screen new opportunities, identifying and succinctly communicating the most relevant investment highlights and key risk considerations. * Assist with Impact evaluation and measurement. This role will perform impact diligence in parallel with financial diligence and be expected to make thoughtful recommendations on ways in which to increase and maximize the impact of investments. * Managing and monitoring current portfolio investments and preparing portfolio progress reports. * Assisting with overall management of the portfolio. Qualifications * Strong academic record from a competitive institution * 2-4 years of relevant work experience (Investment Banking, Private Equity, etc.) * Analytical and critical thinking - Ability to identify and articulate key investment considerations and risks, with a special interest in impact * Good interpersonal & team skills - Comfortable with consensus decision-making and working in a collaborative, team-based environment * Excellent verbal and written communication in order to interact with internal and external investment professionals and executives * Strong presentation skills - the ability to articulate an investment recommendation or industry thesis in a concise, organized manner * Ability to manage multiple responsibilities and time-sensitive deliverables with a high degree of quality and accuracy * Passion for and understanding of investing and the private equity industry About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated * Philadelphia * San Francisco

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We're actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters. As a Senior Investment Operations Analyst, you'll play a key role in Pacific Life's growth and long-term success by providing operational support for GIIG's middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals. How you'll help move us forward: * Day-to-day operational support for our Global Institutional Investment Group products: Spread Lending, Stable Value, and Institutional Fixed Annuity. This middle-office role is a crucial link between the front-office functions (ie sales / underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting. * Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completed * Advance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiency * Work with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervision * Ability to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaning * Produce analysis and dashboard reporting, management reports / presentations, and adhoc reporting The experience you bring: * 7+ years of experience working in investment operations/middle office role in asset management or investment banking * College degree in finance, accounting, or similar discipline, is preferred * Thorough understanding of fixed-income investments, including trading workflows and systems involved * Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy * Advanced research and resolution skills, including familiarity with legal documents * Basic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments What makes you stand out: * CFA/MBA beneficial, but not required * Advance technical data skills: * SQL, Python, Power BI and Excel * Knowledge of handling and interpreting datasets * Comprehensive knowledge of MS Office Suite * Experience executing small scale initiatives and participating as a subject matter expert in larger scale initiatives * Working knowledge of the following systems: Bloomberg, FactSet, Salesforce You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-TM1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $121,770.00 - $148,830.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. * Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents * Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off * Paid Parental Leave as well as an Adoption Assistance Program * Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement. A DAY IN THE LIFE In this role, you will… * Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting. * Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting. * Provide analytics necessary to help business leaders manager their business units efficiently. * Provide detailed comparisons and variance analytics Vs baseline financials. WHO YOU ARE You possess … * BS/BA degree in Finance/Accounting required. * 1 to 3 years of experience in Financial Planning and Analysis. * Strong organizational and decision-making skills. * Exceptional interpersonal/communication and business partnering skills. Responsibilities * Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability * Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. * Participate in monthly, quarterly, and yearly budget and forecast development. * Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). * Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. * Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. * Produce ad hoc analysis and reports for executive management team. * Analyze business opportunities, research industry, market and company trends. * Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. * Participate in the monthly quarterly and quarterly financial close process. * Perform all other duties assigned. Qualifications * BS/BA degree in Finance/Accounting * 1-3 Years of experience in a Financial Planning & Analysis or related role. * Experience in Financial Services preferred. * MS Office Suite; advanced understanding of Excel and modeling (required). * Experience working with large datasets is a plus. * Oracle GL or similar accounting GL understanding. * Experience with a financial reporting tool. * BI experience is a plus (Power BI, SQL, etc.) Responsibilities - Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability - Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. - Participate in monthly, quarterly, and yearly budget and forecast development. - Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). - Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. - Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. - Produce ad hoc analysis and reports for executive management team. - Analyze business opportunities, research industry, market and company trends. - Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. - Participate in the monthly quarterly and quarterly financial close process. - Perform all other duties assigned.

Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement. A DAY IN THE LIFE In this role, you will… Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting. Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting. Provide analytics necessary to help business leaders manager their business units efficiently. Provide detailed comparisons and variance analytics Vs baseline financials. WHO YOU ARE You possess … BS/BA degree in Finance/Accounting required. 1 to 3 years of experience in Financial Planning and Analysis. Strong organizational and decision-making skills. Exceptional interpersonal/communication and business partnering skills. Responsibilities Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. Participate in monthly, quarterly, and yearly budget and forecast development. Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. Produce ad hoc analysis and reports for executive management team. Analyze business opportunities, research industry, market and company trends. Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. Participate in the monthly quarterly and quarterly financial close process. Perform all other duties assigned. Qualifications BS/BA degree in Finance/Accounting 1-3 Years of experience in a Financial Planning & Analysis or related role. Experience in Financial Services preferred. MS Office Suite; advanced understanding of Excel and modeling (required). Experience working with large datasets is a plus. Oracle GL or similar accounting GL understanding. Experience with a financial reporting tool. BI experience is a plus (Power BI, SQL, etc.) We can recommend jobs specifically for you! Click here to get started.

We are seeking a detail-oriented and strategic Financial Planning Analyst to support the Group division within the Financial Planning and Analysis team. This position is focused on expenses and ideal for individuals looking to launch their career in financial analysis within the insurance industry. This role will serve as a critical business partner to leadership, focusing on financial planning, budgeting, operational efficiency, and performance analysis to enable data-driven decision-making. The ideal candidate has strong experience in Oracle ERP/EPB and Excel combined with analytical and communication skills to drive continuous improvement in cost structures. Position Location: * This is a hybrid role working partially in-office (Lincoln, NE) and partially from home. What you do: * Partner with leadership to develop annual budgets, forecasts, and multi-year financial plans aligned with strategic objectives. * Perform monthly variance analysis of actuals vs. budget/forecast; identify drivers and recommend corrective actions. * Monitor and track division spend, including operational expenditures (OpEx), capital expenditures (CapEx), and project-related costs. * Conduct ad hoc financial analysis to support business initiatives, pricing decisions, and operational improvements. Support leadership and managers including purchase order tracking, invoice validation, accruals, and spend analysis. * Coordinate with procurement and accounts payable teams to ensure timely processing and reconciliation of expenses. * Maintain accurate financial records and documentation in accordance with internal controls and audit requirements. * Prepare and deliver regular financial reports and dashboards for Group division and Finance leadership. * Provide actionable insights and recommendations to improve cost efficiency and optimize resource allocation. What you bring: * Bachelor's degree in finance, accounting, business or a similar field of study required. * 0-2 years of experience in financial planning and analysis, financial operations, or business finance required. * Intermediate to advanced level experience with Microsoft Excel is required. * Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams required. * Strong attention to detail, problem-solving ability, and continuous improvement mindset required. * Previous experience in the insurance or financial services desired. * Strong financial modeling, forecasting, and analytical skills desired. * Familiarity with data analysis and visualization best practices desired. * Experience with Oracle Financials (Hyperion SmartView), Oracle ERP & EPB, or similar financial systems desired. * Experience in Power BI, including data modeling, dashboard creation, and report automation desired. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: * 401(k) Retirement Plan with company match and quarterly contribution * Tuition Reimbursement and Assistance * Incentive Program Bonuses * Competitive Pay For your time: * Flexible Hybrid work * Thrive Days - Personal time off * Paid time off (PTO) For your health and well-being: * Health Benefits: Medical, Dental, Vision * Health Savings Account (HSA) with employer contribution * Well-being programs with financial rewards * Employee assistance program (EAP) For your professional growth: * Professional development programs * Leadership development programs * Employee resource groups * StrengthsFinder Program For your community: * Matching donations program * Paid volunteer time- 8 hours per month For your family: * Generous paid maternity leave and paternity leave * Fertility, surrogacy and adoption assistance * Backup child, elder and pet care support An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Company:Oliver WymanDescription: Job title: Analyst - Financial Services Quantitative Analytics (FSQA) Office/region: Raleigh, NC Eligibility: Class of 2026; Permanent US work authorization or students eligible under STEM OPT extension (up to 3 years) About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a wholly owned subsidiary of Marsh & McLennan Companies [NYSE: MMC]. For more information, visit ******************* Team overview: Oliver Wyman's Financial Services Quantitative Analysis (FSQA) team is a dynamic, fast-growing team of quantitative analytics specialists. We bring sophisticated analytics capabilities including machine learning and generative AI to bear on business-critical problems for our clients predominantly in the financial services industry. Clients hire us for our depth of insight and expertise; expertise that comes from a combination of specialized domain knowledge and deep data science and engineering capabilities. The current focus area for our Raleigh team is on solving quantitative problems for the Financial Services industry, but there are also opportunities to serve clients in other industries on topics like Supply Chain Management analytics. We combine analytical rigor with a relentless focus on client impact. We are passionate about developing our people and support your career progression, including a path to Partner. We are looking for candidates who are excited to work in an entrepreneurial environment, focused on delivering impact through analytics. The role: Working with us offers excellent career and growth opportunities for highly motivated college graduates from quantitative disciplines with some exposure to data analytics and model development. This is a client-facing, project-based analytics role, and some travel to client sites is to be expected as part of building client relationships and setting projects on a solid foundation, but most of our work can be conducted from Raleigh. We will make flexible working hours and market leading work life balance a priority considering your individual needs. The ideal candidates will possess strong technical skills, capability to work in teams, deliver pieces of work efficiently and under high quality standards and have an open and flexible mindset. Responsibilities will include: You will work as part of our small, fast-growing team, in coordination with other Oliver Wyman teams and clients across the globe You will work with large and complex data sets producing customized analyses and advanced models using statistical techniques for the client's needs You will be given ownership of the model development from start to finish with guidance from experienced managers You will work on summarizing, presenting and documenting the performed analyses and features of the developed solutions in client-ready formats Required skills and experience: Working towards a Bachelor's or Master's degree in a quantitative discipline, e.g. Mathematics, Statistics, Physics, Economics, Data Science, Computer Science or Engineering Strong analytics and communication skills Strong coding skills in one or several common languages, i.e. Python, SQL, R Experience in advanced analytics and data manipulation Familiarity with generative AI models Experience working effectively and collaboratively in a team, while being sufficiently self-directed to meet deadlines and produce high-quality output when working independently Be able to find innovative, practical and flexible solutions to business issues Excellent command of English language (verbal and written) The ideal candidate will also have some previous specific experience (through internships or course work) in one or more of our current domain focus areas: Financial services: e.g. credit risk measurement, market risk measurement, liquidity management, stress testing, financial modelling, model validation, derivatives pricing Supply Chain analytics: e.g. demand forecasting, network optimization, operations planning This role is located in Raleigh, NC. Our other office locations are not options for this role. * Please note: Earliest start dates for this role will range from mid-summer to late fall of 2026. Start dates are assigned based on business need. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees. Why This Role Matters: We are seeking a Financial Analyst to join our growing team! This is a critical role that will provide data-driven insights needed to help guide strategic decisions. This position will enhance our forecasting, budgeting, and performance analysis capabilities, ensuring leaders across the organization have clear visibility into financial outcomes. You will partner with key stakeholders to help identify opportunities and drive operational efficiencies. How You'll Contribute: * Collaborate with department heads to develop, manage, and refine expense budgets on a monthly, quarterly, and annual basis. * Prepare and maintain rolling forecasts that reflect current business conditions and anticipated changes. * Perform variance analysis (actuals vs. budget/forecast) and provide commentary to explain drivers of deviation. * Develop and maintain financial models and tools to support budgeting and forecasting processes. * Track key performance indicators (KPIs) and identify cost-saving opportunities. * Assist in the preparation of monthly and quarterly financial reports for senior management. * Support the annual operating plan and long-range planning processes. * Provide financial support for business cases, investment decisions, and ad-hoc projects. * Ensure accuracy and integrity of financial data in Workday and Adaptive Planning systems. * Partner with Accounting to ensure proper expense recognition and accruals. What We're Looking For: * Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus). * 3-5 years of experience in financial planning & analysis (FP&A), corporate finance, or related role. * Strong understanding of budgeting, forecasting, and financial modeling principles. * Proficiency in Excel and financial planning software (e.g., Adaptive Insights, Anaplan, Workday Adaptive Planning, Hyperion, etc.). * Experience with ERP systems (e.g., Workday, SAP, Oracle). * Excellent analytical, communication, and interpersonal skills. * Ability to manage multiple priorities in a fast-paced environment. * High attention to detail and commitment to accuracy. It would be helpful if you have: * Experience in Financial Services. * Exposure to cost center reporting and departmental budget management. Benefits Highlights: Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company. Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences. #LI-JT1