Sr. Investment Reporting & Analytics Analyst (Hybrid)

Sr. Investment Reporting & Analytics Analyst (Hybrid)

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help make tomorrow better.

Role Overview : Could you be our next Sr. Investment Reporting & Analytics Analyst ? Globe Life is looking for a Sr. Investment Reporting & Analytics Analyst to join the team! In this role, you will be responsible for delivering financial insights and comprehensive reporting that support strategic decisions for Globe Life's $20B investment portfolio. The investment portfolio encompasses a diverse range of assets, including fixed income securities, alternative assets, and equity. The position combines expertise in investment accounting and financial planning & analysis (FP&A) with a focus on scenario analysis, development of forward-looking models to analyze the impacts of the investment strategy, and board-level reporting. The role also ensures accurate and timely statutory and GAAP reporting through data modeling, maintaining compliance with regulatory standards. This role requires close collaboration withing Investments, FP&A, and IT teams to drive accurate analysis, streamline reporting, and support ongoing process improvements.

This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).

What You Will Do :

• Develop and implement financial models for scenario planning, budgeting, and forecasting.
• Analyze investment financial data to identify trends, variances, risks, and opportunities for Globe Life subsidiaries.
• Prepare and present comprehensive financial reports and analyses, including monthly, quarterly, and annual reports for subsidiary boards of directors, financial reporting, and management.
• Partner with other departments to gather relevant information and ensure alignment of financial plans with strategic objectives.
• Support the evaluation of potential investments and acquisitions for the subsidiaries.
• Collaborate with IT to optimize data infrastructure, ensuring data integrity and accessibility.
• Apply data modeling techniques (hierarchical, relational, dimensional, etc.) to integrate investment accounting and FP&A datasets.
• Develop and maintain dashboards, reports, and data models to enhance financial insights and decision-making.
• Use programming languages such as Python or R to automate processes and improve efficiency.
• Drive process improvements and automation initiatives to streamline FP&A and reporting.
• Support end-to-end accounting and reporting for complex investments, including fixed income, alternatives, and equities across multiple subsidiaries.
• Assist with preparation of journal entries and reconciliations between investment accounting systems, the general ledger, and custodians.
• Investigate and resolve discrepancies during daily processing.
• Perform periodic updates to portfolio pricing, ratings, factors, foreign exchange rates, and other security attributes.
• Collaborate with internal and external stakeholders to ensure compliance with internal controls, company policies, and regulatory requirements.
• Provide support to auditors, management, and other departments on investment accounting initiatives.
• Prepare quarterly and annual statutory statements, including audited statutory reports, risk-based capital calculations, supplemental reports, and rating agency surveys for assigned subsidiaries.
• Monitor compliance with internal controls, company policy, and other statutory and regulatory requirements, such as GAAP, IFRS, and NAIC accounting practices and procedures.
• Research and stay updated on the latest industry trends and regulatory changes impacting investment accounting and reporting for insurance companies.

What You Can Bring :

Applicable To All Employees of Globe Life Family of Companies :

How Globe Life Will Support You : Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life :

Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.