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Finance Manager, Business Partner @PFS Primerica Financial Services, LLC

[Hiring] Finance Manager, Business Partner @PFS Primerica Financial Services, LLC

Mar 25, 2025 - PFS Primerica Financial Services, LLC is hiring a remote Finance Manager, Business Partner. 💸 Salary: 100k-110k. 📍Location: USA.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

As a member of the Finance Business Partner team, this position will play a critical role in driving financial performance, providing strategic insights, and supporting decision-making processes across various business units within the organization, with primary focus on Term Life business, Distribution, Marketing, and ancillary Other Distributed Products.

  • Support the VP, Business Partner and work closely with senior leadership and stakeholders.
  • Manage a staff analyst(s) and be responsible for financial analysis, forecasting, budgeting, and identifying opportunities for growth and efficiency improvements.
  • This is a hybrid position that requires working onsite in the Duluth, Georgia office and remotely multiple days each week.
  • The estimated salary range for this role is: 100K-110K.

Responsibilities

  • Proactively collaborate with business unit leaders to understand their objectives, challenges, and opportunities, and provide financial guidance and support accordingly.
  • Lead financial planning and analysis activities for various functional areas, including Life Operations, Licensing, Distribution, Marketing, and Other Distributed Products.
  • Maintain an accurate forecast in EPM tool at all times.
  • Develop and maintain financial models to assess the financial impact of strategic initiatives, investments, and business decisions.
  • Develop and monitor key performance indicators (KPIs) and financial metrics, identify trends, and proactively address issues or deviations from targets.
  • Assist with design and development of models in Enterprise Performance Management (EPM) tool.
  • Prepare and present financial reports, presentations, and dashboards to senior management and stakeholders, highlighting key insights, trends, and recommendations.
  • Manage month end accounting functions and close process.
  • Responsible for allocation coordination, design, maintenance, and execution.
  • Oversight of SOX critical business functions including but not limited to monthly underwriting review, monthly and annual DAC process, M&C tracking, and allocation review.

Qualifications

  • Bachelor's degree in Finance, Accounting, Business Management or equivalent experience.
  • 6-10 years as a Finance or Accounting professional with experience in Corporate Finance or GAAP Financial Reporting, preferably within the financial services industry.
  • Series 6 license required or obtained within 120 days after hire.
  • Excellent analytical skills, with the ability to translate data into actionable recommendations.
  • Excellent communication skills and ability to convey financial concepts to non-financial stakeholders.
  • Intermediate to advanced proficiency in financial software tools, including Excel, PowerPoint, and ERP/EPM software.
  • Excellent organizational skills, effective time-management, and attention to detail.
  • Excellent independent, interpersonal, and problem-solving skills.
  • Accounting experience is necessary.

Benefits

  • Day one health, dental, and vision insurance.
  • 401(k) Plan with competitive employer match.
  • Vacation, sick, holiday and volunteer time off.
  • Life and disability insurance.
  • Flexible Spending Account & Health Savings Account.
  • Professional development.
  • Tuition reimbursement.
  • Company-sponsored social and philanthropy events.

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📍 Be aware of the location restriction for this remote position: USA
‼ Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Back to Remote jobs  >   Finance / Legal
Finance Manager, Business Partner @PFS Primerica Financial Services, LLC
Finance / Legal
Salary 💸 100k-110k
Remote Location
USA
Job Type full-time
Posted Mar 25, 2025
Apply for this position Unlock 53,830 Remote Jobs
️
📍 Be aware of the location restriction for this remote position: USA
‼ Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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