Financial Planning and Analysis Manager – Lincoln, NE

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Position Description:

The FP&A Manager for the Individual Division will lead financial planning, forecasting, analysis, and reporting to support business performance, insights and profitable growth. This role partners closely with division leadership, actuarial, operations, and enterprise finance teams to provide actionable insights, ensure financial discipline, and support alignment between business strategy and financial outcomes.

Position Location:

This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.

What you do:

• Serve as the finance lead for the Individual Division, supporting senior leaders in product, distribution, and operations.
• Coordinate and drive the division’s quarterly financial analysis, quarterly forecasts, KPI, and long-range financial planning.
• Collaborate with business partners to evaluate product performance, investment in distribution, and expense allowables. Provide analysis of trends.
• Reconcile and translate product data between transactional data and financial data to generate profitability impacts and measurements.
• Support new product launches and strategic initiatives through financial modeling and business case development.
• Strengthen FP&A processes, ensuring automation, accuracy, timeliness, and transparency of financial results.
• Ensure compliance with enterprise finance policies and controls.
• Support Quarterly Business Review and other ad hoc tasks.

What you bring:

• Bachelor’s degree (Finance, Accounting, Business or a related field) or equivalent combination of education and experience required.
• 4-7 years of financial analysis experience required.
• 3+ years experience in the insurance industry (e.g. life, health, or reinsurance) preferred.
• Advanced proficiency in financial modeling and Excel (pivot tables, VLOOKUP, macros) required.
• Experience with data visualization tools (e.g., Tableau, Power BI) required.
• Experience with ERP systems (i.e. Oracle, SAP) required.

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, you’ll 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 don’t:

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, we’re 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.