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:

• Bachelor's degree in Finance, Accounting, Business Analytics, or a related field.
• MBA or an advanced degree in a relevant field, preferred.
• CPA certification.
• Minimum of 5-10 years of progressive experience in investment accounting, financial planning & analysis, or a closely related field within financial services.
• Significant hands-on experience with complex investment portfolios similar in size and scope to the $20 billion portfolio, including diverse assets like fixed income, equities, mortgage loans, and alternative investments.
• Demonstrated experience in a senior analyst or lead role where independent work and strategic contributions were expected.
• Experience in a Big 4 accounting firm or a top consulting firm, or strong experience in a financial industry.
• Proven experience in investment accounting and reporting, with a strong understanding of financial instruments, accounting principles (e.g., GAAP, SAP), and regulatory requirements for insurance companies.
• Demonstrated expertise in FP&A, including forecasting, budgeting, and financial modeling.
• Advanced analytical skills with ability to translate complex financial data into actionable insights.
• Proficiency in Microsoft Excel; experience with Tableau, Power BI, Python, or R preferred.
• Strong collaboration and communication skills; able to present findings clearly to both technical and non-technical stakeholders.
• Ability to work independently, prioritize tasks, and manage multiple projects in a fast-paced environment.
• Experience with ERP/EPM financial systems; interest in process automation and efficiency improvements.

Applicable To All Employees of Globe Life Family of Companies:

• Reliable and predictable attendance of your assigned shift.
• Ability to work full time and/or part time based on the position specifications.

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:

• Competitive compensation designed to reflect your expertise and contribution.
• Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
• Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
• Paid holidays and time off to support a healthy work-life balance.
• Parental leave to help our employees welcome their new additions.
• Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
• Company-paid counseling for assistance with mental health, stress management, and work-life balance.
• Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
• Discounted Texas Rangers tickets for a proud visit to Globe Life Field.

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.