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Manager, Financial Planning & Analysis

Company: Sammons Financial
Location: Sioux Falls
Posted on: November 25, 2022

Job Description:

What you can expect as the Manager, Financial Planning & Analysis:

Leadership position within the Financial Planning & Analysis team within the Corporate Accounting Division. Lead team in preparation and analysis of annual financial plan, rating agency deliverables, home office expense, accrual, and fixed asset components of financial statements and related analytical reports. Lead team in utilizing technology and drive projects in support of team objectives. Hold team accountable to both technical work standards and service levels but also to expected interpersonal and professional work demeanor.

* Ensure team successfully executes on the timely and accurate completion of the monthly, quarterly and annual financial planning and reporting tasks for Sammons Financial Group Companies (Sammons Financial Group).

* Manage the administration and completion of the annual planning activities including home office expenses and expense allocation, project spend, headcount, Generally Accepted Accounting Principles (GAAP) and Statutory income statement consolidation and various presentations to support and communicate all aspects of strategic planning processes.

* Ensure team accurately completes journal entries and reconciliations of account balances to supporting documentation. Design, document and implement internal controls related to financial reporting.

* Provide coaching and guidance to the team to build analytical and critical thinking skills. Provide meaningful and actionable information to meet the business needs of Sammons Financial Group leadership as it relates to the financial results.

* Coach, mentor and motivate the activities of team members, driving accountability and growth in technical and interpersonal skills and effectiveness of the team. Create an environment that fosters a high performance culture.

* Work with and support external auditors and regulatory examiners in areas of responsibility applicable to the external audits and exams. Monitor team interactions with auditors and provide coaching and guidance to build team skills.

* Apply knowledge of the Sammons Financial Group entities, business units, legal entities, chart of accounts, cost centers, profit centers, hierarchies, processes and controls in order to effectively manage the ability of the team to implement changes in the organizati

* Apply knowledge of Sammons Financial Group technology platforms in order to effectively anticipate and utilize team to implement changes in the organization that impact Financial Planning & Analysis and Financial Reporting.

* Communicate effectively, professionally and positively with areas outside of Corporate Accounting to proactively identify and implement projects that impact Financial Planning & Analysis.

* Identify, prioritize and assign special assignments and projects to the appropriate team members; drive and monitor execution of projects to meet departmental goals.

* Maintain procedural documentation for all assigned tasks and adhere to processes and procedures in support of the required internal controls. Ensure all team duties are adequately documented.

* Develop and maintain effective, positive and collaborative working relationships with key stakeholders at all levels across the organization including several geographic locations.

* The workload may occasionally demand additional work outside of the company's standard 40-hour work week

* Commitment to embrace Sammons Financial Group Companies shared values (Respect, Accountability, Integrity, and Openness)

* As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.

What we are looking for:

* Bachelor's Degree in Accounting required

* Master's Degree in Accounting preferred

* CPA preferred

* Minimum 5 years' insurance accounting or applicable public accounting experience preferred

* Some travel may be required

* Demonstrated leadership through developing, coaching and mentoring a team

* Strong written and verbal communication skills; ability to work with and communicate with senior leaders outside of Corporate Accounting and external auditors

* Demonstrated collaborative team skills within and outside of Corporate Accounting; work in a positive fashion toward common organization goals

* High degree of analytical and critical thinking skills and a professional judgement disposition

* Proven ability to identify and resolve complex issues and lead resources within a team to achieve results

* Demonstrated ability to prioritize multiple projects, delegate and allocate time and resources effectively; ability to meet strict deadlines is necessary

* High degree of professionalism, motivation and intellectual curiosity; courage to address challenging issues in a professional and positive fashion

* Ability to adapt to change and learn quickly

* Desire to attain or further insurance-industry specific skills beyond accounting and finance

* Demonstrated ability to research and implement existing and emerging insurance industry GAAP and stat accounting concepts

* Strong knowledge of insurance products and how the economics of those products are reflected in accounting results

Sammons Financial Group Companies offers some of today's most sought after life insurance, annuity, retirement planning products and portfolio-management solutions. Unlike most financial organizations, our companies are not publicly traded, which means we're focused on long-term value rather than short-term earnings pressures. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.

What you can expect when you join Sammons Financial Group:

* A casual dress code (yep - that means jeans!)

* A company you want to be a part of, driven by inspiring leaders and a fun, friendly work environment.

* Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.

* Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.

* Our competitive benefit package includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.

* A generous retirement program. Our Employee Stock Ownership Plan (ESOP) is a 100% company funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.

* A company that celebrates diversity, is committed to inclusion, and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.

Keywords: Sammons Financial, Sioux Falls , Manager, Financial Planning & Analysis, Executive , Sioux Falls, South Dakota

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