Financial Planning Analyst

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Finance

Full-time

Position Description:

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.

The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.