Senior Financial Planning Analyst

Job overview

Senior Financial Planning Analyst in Omaha, NE. This is a hybrid position with a salary range of $59,222 - $94,756 per year. Ameritas is a mutual-based organization committed to putting customers first. This role supports Enterprise Service areas by focusing on expenses, budgeting, operational efficiency, and performance analysis to enable data-driven decision-making and improve cost efficiency.

What you'll do

• Partner with back-office teams to develop annual expense budgets, forecasts, and multi-year financial plans
• Perform monthly variance analysis
• Conduct ad hoc financial analysis
• Support leadership and managers with purchase order tracking, invoice validation, accruals, and spend analysis
• Coordinate with procurement and accounts payable
• Process monthly corrections and determine monthly accruals
• Maintain accurate financial records
• Prepare and deliver regular financial reports and dashboards
• Provide actionable insights and recommendations
• Prepare expense related regulatory schedules
• Create and support financial reports and model related expenditures.

What we're looking for

Education

Bachelor’s degree in finance, accounting, business or a similar field of study required.

Experience

1-3 years of experience in financial planning and analysis, financial operations, or business finance required.

Skills & competencies

senior financial planning analyst

omaha ne

ameritas

hybrid

full-time

bachelor's degree

finance

accounting

excel

power bi

oracle financials

insurance

no weekends

no on-call

Benefits & perks

• 401(k) Retirement Plan with company match and quarterly contribution, Tuition Reimbursement and Assistance, Incentive Program Bonuses, Competitive Pay, Flexible Hybrid work, Thrive Days - Personal time off, Paid time off (PTO), Health Benefits: Medical, Dental, Vision, Health Savings Account (HSA) with employer contribution, Well-being programs with financial rewards, Employee assistance program (EAP), Professional development programs, Leadership development programs, Employee resource groups, StrengthsFinder Program, Matching donations program, Paid volunteer time– 8 hours per month, Generous paid maternity leave and paternity leave, Fertility, surrogacy, and adoption assistance, Backup child, elder and pet care support.

About the employer

Ameritas is hiring for this role. Industry: All Other Insurance Related Activities. Sector: 52.