Finance Business Partner - Voluntary & Expenses
Listed on 2026-03-10
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Finance & Banking
Financial Analyst, Financial Reporting
Overview
Make an impact where strategy meets numbers
Are you an FP&A professional who enjoys turning financial results into a clear, compelling story? Do you like digging into the "why" behind performance—and partnering with others to improve how results are forecasted, explained, and used to drive decisions?
As a Financial Analyst supporting Voluntary Benefits Products and Expenses
, you ll play a meaningful role in shaping the financial story of Securian Financial s growing business. You ll analyze earnings, expenses, and forecasts, collaborate with subject matter experts across Finance, Strategy, Sales, Pricing, and Actuarial teams, and help leaders understand how product performance and expenses come together to drive results.
This is an excellent opportunity for someone with a few years of experience who wants broader exposure, ownership of analysis, and visibility to leadership—while continuing to build strong technical and business acumen.
What you ll doIn this role, you ll support Financial Planning & Analysis (FP&A) for Group Insurance Voluntary Benefits Products and Expenses, with a mix of recurring analysis, forecasting, and continuous improvement work.
Key responsibilities include:
- Own and analyze Voluntary Benefits earnings by source
, explaining quarterly results and deviations from goals in a clear, business-focused way - Develop the quarterly Voluntary Benefits "financial story"—connecting premium performance, earnings, and expense results into dashboards and presentations for leadership and business partners
- Support Voluntary Benefits valuation activities
, including active life reserve and Deferred Acquisition Cost (DAC) calculations - Assist with Voluntary Benefits projections for annual goal-setting and long-range planning cycles
- Serve as a subject matter expert for new Voluntary Benefits financial reports and tools
- Assist in analyzing and enhancing expense pricing models and allocation frameworks
- Perform monthly and quarterly expense analysis
, including reporting and variance explanations - Support expense forecasting and annual budgeting processes for the entire Employee Benefits Solutions Group
- Collaborate closely with cross-functional partners (Finance, Strategy, Sales, Pricing, Expense, and Actuarial teams) to understand key financial drivers and support growth initiatives
- Support Group Insurance market plan modeling
, including work within actuarial modeling platforms - Identify opportunities to improve and automate reporting and forecasting
, aligning with broader finance and actuarial modernization efforts
You re someone who is comfortable working with data, curious about the business behind the numbers, and motivated to keep improving how financial insights are delivered.
Required qualifications:
- Bachelor s degree in Finance, Accounting, Mathematics, Actuarial Science, or a related field
- Around 3 years of experience in financial analysis, FP&A, or a related role
- Strong Excel skills
, including experience working with large or complex files - Solid understanding of basic financial and accounting concepts
- Strong analytical, problem-solving, and attention-to-detail skills
- Ability to manage multiple priorities while meeting deadlines
- Comfortable working independently and collaboratively in a team environment
- Clear written and verbal communication skills, including explaining results to non-finance partners
Preferred qualifications:
- Experience with budgeting, forecasting, and expense tracking
- Exposure to SAP or similar financial systems
- Knowledge of insurance or financial services, especially group or voluntary benefits
- Experience with actuarial or financial modeling tools (e.g., Prophet)
- Interest in process improvement, automation, and modern FP&A practices
- Ownership early in your career — You'll own meaningful analysis and be trusted to explain results
- High collaboration and visibility — Work closely with experienced professionals across Finance, Actuarial, Strategy, and Sales
- Storytelling with numbers — Go beyond reporting to help leaders understand what s driving performance
- Growth and development — Build deeper FP&A, insurance, and business partnering skills in a…
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