What You'll Do

Workplace Savings & Retirement Solutions is looking for a Financial Analyst to join the Finance team! You’ll be responsible for assisting with forecasting, reporting, planning, profitability analysis, and more! We’re looking for someone who thrives on solving unique problems with advanced analytical skills and enjoys working with several internal partners and tools.

You’ll have the opportunity to

• Perform financial planning and analysis for WSRS initiatives, including but not limited to estimating and tracking customer lifetime value, strategic and/or cross business unit investments, and helping to grow the value of Principal’s retirement plan participants

• Build and own the financial forecasting of Principal’s Individual Solutions segment

• Leverage large amounts of data to prepare and communicate a variety of financial reports to other teams and senior leadership

• Analyze financial information and develop the financial case for initiatives impacting Principal's retirement and/or workplace personal investing businesses

• Present and communicate financial analyses to leadership in a clear and concise way

• Work towards self-development by expanding knowledge of department, line of business, and industry

• Perform other job-related duties and special projects as required

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are

• Bachelor's degree in finance, accounting, actuarial science, math, or related field

• 2+ years of relevant financial analysis experience, financial modeling / forecasting experience preferred

• Experience with Microsoft applications, specifically Excel (familiarity with formulas, functions, pivot tables, and modeling best practices)

• SAS, PowerBI, SQL experience preferred

• Self-motivated with excellent problem solving, leadership, and analytical skills

• Strong technical, analytical, and problem-solving skills

• Excellent communication, interpersonal, customer service and organizational skills

• Ability to embrace and understand the change process, and effectively guides others through change

Skills That Make You Stand Out

• Ability to build financial forecast models

• Creative thinking with ability to own initiatives

• Retirement and/or record keeping experience

• Informal leadership and mentorship preferred

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$63750 - $147600 / year

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible

Yes

Additional Information

Work Environments

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors.

Job Level

We’ll consider talent at the next level (Financial Analyst IV) with the right experiences and skills.

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)

Investment Code of Ethics

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (https://www.principal.com/about-us/careers) to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

9/4/2024

Most Recently Posted Date

9/4/2024

LinkedIn Remote Hashtag

#LI-Remote