Job Description
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Protective is seeking an experienced Sr. Analyst, Systems Reporting to support our Financial Actuarial team with a focus on deferred fixed and indexed annuity valuation. This role plays a key part in meeting the company’s Statutory, Generally Accepted Accounting Principles (GAAP), and Tax reporting obligations using PolySystems actuarial software.
In this role, you will help drive the success of the fixed annuity valuation team by supporting quarterly reporting cycles (approximately three weeks per quarter) and contributing to meaningful business process improvements. This includes model consolidation efforts, automation, reporting enhancements, and supporting administrative system conversion initiatives. The ideal candidate brings technical depth, analytical curiosity, and a collaborative mindset.
Key Responsibilities:
- Support quarterly Statutory, Tax, and GAAP valuations and earnings variance analysis.
- Prepare monthly, quarterly, and annual financial reports for internal stakeholders and third‑party partners.
- Maintain and enhance valuation models and business plan models.
- Evaluate the impacts of model updates and process enhancements.
- Develop automation tools and scripts to improve reporting and analysis workflows.
- Participate in data and reserve reconciliations for administrative conversion projects.
- Provide ad‑hoc reporting and analysis as needed.
- Collaborate effectively with cross‑functional teams throughout the organization.
- Create and maintain clear documentation for reporting processes and procedures.
- Learn and adopt new technologies to advance the reporting strategy.
Skills, Abilities, & Knowledge:
- Strong working knowledge of financial reporting frameworks, including GAAP, Statutory Accounting, and Tax reporting.
- Strong aptitude for interpreting, communicating, and supporting financial and actuarial reporting.
- Ability to take ownership of projects and lead initiatives with minimal guidance.
- Ability to manage multiple projects and adapt quickly to changing priorities.
- Excellent analytical skills and attention to detail; inquisitive and solutions‑oriented mindset.
- Advanced Microsoft Excel skills and proficiency with SQL Server or similar database coding environments.
- Ability to learn new software systems and coding languages.
- Strong communication skills with the ability to work independently and collaboratively.
- Knowledge of annuity products strongly preferred.
- Valuation experience preferred.
- Experience using PolySystems actuarial software required.
Qualifications
- Bachelor’s degree in Mathematics, Statistics, Actuarial Science, or a related field required.
- 7+ years of experience in actuarial and/or financial statement reporting required.
- 4+ years of experience working with PolySystems actuarial software required.
$76,500 - $130,000 a year
Protective’s targeted salary range for this position is $76,500 to $130,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance.
Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
