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Senior Financial Planning Analyst - Lincoln, NEAmeritas • Lincoln, Nebraska, United States
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Senior Financial Planning Analyst - Lincoln, NE

Ameritas
  • US
    Lincoln, Nebraska, United States
  • US
    Lincoln, Nebraska, United States
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Senior Financial Planning Analyst
#5927
Lincoln, Nebraska, United States
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Position Locations
Lincoln
,
Nebraska
,
United States
Area of Interests
Finance
Full-Time/Part Time
Full-time
Job Description
Position Description:
We are seeking an innovative and detail-oriented Senior Financial Planning Analyst to support our Enterprise Service areas within the Financial Planning and Analysis team. This position is focused on expenses and ideal for individuals looking to launch their career in financial analysis within the insurance industry. This role will serve as a critical business partner to leadership, focusing on budgeting, operational efficiency, and performance analysis to enable data-driven decision-making. The ideal candidate has strong communication skills combined with analytical ability utilizing Excel and the drive for continuous process improvement through technology advancements.
Position Location:
This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.
What you do:
Financial Planning & Analysis (FP&A):
Partner with back-office teams to develop annual expense budgets, forecasts, and multi-year financial plans aligned with strategic objectives.
Perform monthly variance analysis of actuals vs. budget/forecast; identify drivers and recommend corrective actions.
Conduct ad hoc financial analysis to support business initiatives, staffing decisions, and operational improvements.
Operational Finance & Support:
Support leadership and managers including purchase order tracking, invoice validation, accruals, and spend analysis.
Coordinate with procurement and accounts payable teams to ensure timely processing and
reconciliation of expenses.
Process monthly corrections including journal entries and determine monthly accruals.
Maintain accurate financial records and documentation in accordance with internal controls and audit requirements.
Reporting & Insights:
Prepare and deliver regular financial reports and dashboards for Enterprise Services leadership.
Provide actionable insights and recommendations to improve cost efficiency and optimize resource allocation.
Prepare expense related regulatory schedules and exhibits in coordination with the Financial Reporting team.
Create and support financial reports and model related expenditures utilizing Excel and Power BI.
What you bring:
Bachelors degree in finance, accounting, business or a similar field of study required.
1-3 years of experience in financial planning and analysis, financial operations, or business finance required.
Strong Excel skills; familiarity with data analysis and visualization best practices required.
Experience with financial planning processes, financial analysis and monthly expense reviews required.
Experience handling invoice coding, accrual process, and journal entries required.
Excellent communication and crossfunctional collaboration skills required.
High attention to detail with strong problemsolving and continuous improvement mindset required.
Proficiency in Power BI, familiarity with data analysis, dashboard creation and report automation desired.
Hands-on experience with Oracle Financials (Hyperion SmartView), Oracle ERP/EPB, or similar systems desired.
Experience within an insurance or financial services organization desired.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, youll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you dont:
Ameritas Benefits
For
your money:
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time:
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being:
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)
For your professional growth:
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community:
Matching donations program
Paid volunteer time- 8 hours per month
For your family:
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, were committed to an inclusive culture and diverse workplace, enriched by our individual differences.
We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S. About this Positions Pay
The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled.
The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details).
This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.
Job Details
Pay Range
Pay Range
The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.
The actual pay rate will depend on the persons qualifications and experience.
$59,222.00 - $94,756.00 / year
Pay Transparency
Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace.
Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.
  • Lincoln, Nebraska, United States

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  • English
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