Financial Analyst 1

Join Our Team

In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta".

About This Position

The Financial Analyst 1 supports the Production Reporting function by maintaining production data, preparing recurring reports, and assisting with analysis related to various company products. This position gathers and validates information from internal and external sources, helps ensure reporting accuracy, and supports budgeting, forecasting, and ad hoc analysis activities. The role plays an important part in delivering key production metrics and management reporting used by executive leadership to monitor business performance. This position provides a unique opportunity for an early-career finance professional to gain direct exposure to executive leadership through recurring management reporting and business review discussions. This role is not eligible for sponsorship, now or in the future. This role is hybrid: 3 days in office, 2 days remote. The salary range for this role is $55K - $60K.

Responsibilities & Qualifications

Production Reporting & Analysis

• Prepare, review, and distribute daily, weekly, monthly, and quarterly production reports for management and executive leadership.
• Gather and compile data from internal databases, reports, and external sources.
• Validate production metrics and investigate unusual trends, variances, and reporting discrepancies.
• Ensure completeness, accuracy, and integrity of production reporting data.
• Support external and regulatory reporting requirements as needed.

Reporting Operations & Data Management

• Maintain and update production reporting databases, files, and reporting tools.
• Monitor automated reporting feeds and identify, troubleshoot, or escalate data issues.
• Document reporting exceptions and assist with resolution efforts.
• Participate in testing and validation activities related to new products, reporting enhancements, and process changes.
• Develop expertise in company products, metrics, reporting methodologies, and data sources.

Budgeting & Forecasting Support

• Compile historical and current production data used for budgeting and forecasting processes.
• Prepare reports, schedules, and supporting documentation for management review.
• Validate forecast inputs and maintain reporting models.
• Assist with month-end close, planning cycles, and forecasting activities.
• Analyze production trends and business drivers to support financial planning efforts.

Special Projects & Continuous Improvement

• Support ad hoc reporting requests and special projects.
• Research business questions and communicate findings effectively.
• Participate in process improvement initiatives to enhance reporting efficiency and accuracy.
• Assist in developing analytical insights that support business decision-making.

Required Qualifications

Education

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Mathematics, Statistics, or a related quantitative field; or equivalent combination of education and experience.

Experience

• No prior professional experience required.
• Demonstrated proficiency in Excel through coursework, internships, projects, or relevant work experience.

Required Skills & Competencies

• Advanced Microsoft Excel skills, including formulas, pivot tables, lookup functions, data validation, and data analysis techniques.
• Strong analytical and problem-solving skills.
• Exceptional attention to detail and commitment to data accuracy.
• Strong written and verbal communication skills.
• Effective organizational and time-management abilities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Ability to learn new systems, technologies, and reporting tools quickly.
• Strong collaboration skills with the ability to work independently when needed.
• Proficiency with Microsoft Office applications.

Preferred Qualifications

• Internship, project, or academic experience in finance, accounting, business analytics, economics, mathematics, statistics, or related fields.
• Demonstrated academic achievement through honors programs, leadership activities, research, internships, or other accomplishments.
• Exposure to budgeting, forecasting, reporting, or data analytics tools.
• Experience with Workday, Planful, or similar reporting and planning platforms.

Our Benefits:

• Day one health, dental, and vision insurance
• 401(k) Plan with competitive employer match
• Vacation, sick, holiday and volunteer time off
• Life and disability insurance
• Flexible Spending Account & Health Savings Account
• Professional development
• Tuition reimbursement
• Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.