16 senior financial analyst jobs found

What You'll Do: We’re looking for a Senior Accounting Analyst to join our Corporate Accounting team. In this role, you'll play a key role in financial reporting for the company on both a U.S. Generally Accepted Accounting Principles (GAAP) and U.S. Statutory Accounting Principles (SAP) basis! Complete GAAP/SAP internal and external reporting, including financial statement audits and interaction with external auditor Prepare and review financial statements for affiliated reinsurance entities Interact with all business areas and be involved in a mix of monthly close work and problem solving/project work, including data validations, educating end users on impacts to them (load files, reports, etc.) Partner with metadata team, working with business units to understand requested metadata changes and impacts on reporting; will need to obtain an understanding of the equitization process and all external reporting Oversight for eXtensible Business Reporting Language (XBRL)...

What You'll Do: We’re looking for an experienced fixed income credit analyst to join our Investment Grade team. In this role, you’ll cover the TMT and Industrial sectors!  Conduct independent fundamental research and analysis on assigned companies/sectors, develop financial models, and provide investment recommendations, credit ratings and outlooks Analysis includes economic and competitive analysis, financial modeling, and relative value assessment Respond to inquiries from various stakeholders and represent research function in client meetings Monitor financial markets, current events, and economic trends to identify opportunities and risks Build and maintain industry relationships to ensure consistent information flow Assist with staff development through coaching, mentoring, and training team members About Principal Asset Management Principal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG),...

What You'll Do: As a Claim Analyst 3 on our individual disability team, your day will be anything but routine. This is a small team with a collaborative environment, every single day offers new challenges and the ability to use your excellent analytical, communication and customer service skills to assist with our client’s disability claims - all during a time in which they may be facing major changes in life.   Here are few examples of the kinds of things you'll do:   Review, analyze, manage, and make appropriate and accurate decisions on Life and/or Disability claims in accordance to policy and state/federal law and regulations. Mentor, counsel, and provide feedback and assistance to others. Analyze, investigate, and adjudicate disability claims after determining information needed and acquiring all appropriate information. Analyze medical, vocational, and financial information to make effective and timely claim decisions. This includes having an in-depth...

At Curana Health, we’re on a mission to radically improve the health, happiness, and dignity of older adults—and we’re looking for passionate people to help us do it. As a national leader in value-based care, we offer senior living communities and skilled nursing facilities a wide range of solutions (including on-site primary care services, Accountable Care Organizations, and Medicare Advantage Special Needs Plans) proven to enhance health outcomes, streamline operations, and create new financial opportunities. Founded in 2021, we’ve grown quickly—now serving 200,000+ seniors in 1,500+ communities across 32 states. Our team includes more than 1,000 clinicians alongside care coordinators, analysts, operators, and professionals from all backgrounds, all working together to deliver high-quality, proactive solutions for senior living operators and those they care for. If you’re looking to make a meaningful impact on the senior healthcare landscape, you’re in the right place—and we...

D365 Finance & Operations Functional Intern We are seeking a Functional Intern to support the configuration, testing, and adoption of Microsoft Dynamics 365 Finance & Operations (D365 F&O). This role is ideal for students interested in finance, accounting, supply chain, or business technology. You will work closely with business users, analysts, and consultants to understand requirements and support ERP operations. What Youll Gain:Hands-on experience configuring and supporting D365 F&O modules Insight into finance, accounting, and supply chain business processesPractical experience in ERP project lifecyclesMentorship from experienced consultants and business analystsA pathway to roles in ERP consulting, business analysis, or functional support The Mom's Meals Summer Internship Program is a paid project-based 12-week program beginning May 18, 2026, and ending August 7, 2026. Our project-based internship program provides participants with the training, coaching,...

What You'll Do: We are seeking an Associate Portfolio Manager to join our Private Real Estate Debt team, with a primary focus on managing and supporting the General Account portfolio. In this role, you will partner closely with senior Portfolio Managers to help develop and execute portfolio strategy, evaluate risk and return across investments, and support the ongoing management of real estate debt portfolios. Key areas of responsibility: Support a Sr Portfolio Manager in the development and execution of portfolio strategy and tactical plans aligned with client and General Account risk/return objectives, including product type, geography, leverage, and tax considerations. Manage smaller or less complex portfolios independently and provide analytical and strategic support on larger or more complex portfolios and funds. Monitor portfolio performance and risk metrics; conduct sensitivity, variance, and scenario analyses; and recommend adjustments to holdings as...

What You'll Do: We’re looking for an AVP- Enterprise Business Transformation to be on our Transformation team. In this role you'll be The Assistant Vice President – Business Transformation is an enterprise leader responsible for setting the strategic direction, governance model, and operating framework for how the expense management discipline operates and scales, accelerates efficiency initiatives, and help mature the capability for the future. This role shapes and oversees the enterprise-wide efficiency optimization agenda, ensuring alignment to long-term financial aspirations, and organizational strategy. The AVP partners closely with the Vice President, ELT/SLT, and transformation champions, functional and business leaders to establish transformation principles, guardrails, prioritize enterprise opportunities, and drive decision-making across business units and corporate functions for key transformational initiatives. This leader oversees the portfolio, enables capability...

What You'll Do: We’re looking for an Equity Analyst to join the Aligned Investors team. Aligned Investors has a very successful long-term track record running two US equity strategies with $68 billion in assets under management!   Aligned Investor's primary funds are the Principal MidCap Fund and Principal Blue Chip Fund. The Aligned investment process involves long-term ownership of high-quality businesses with competitive advantages that are led by owner-operators. The process relies completely on fundamental company research. Our team is made up of passionate analysts who all work to deliver outstanding returns for our clients over full market cycles.   You will have the opportunity to direct and conduct fundamental research on US companies, monitor portfolio holdings and make recommendations to the Portfolio Managers. More specifically you will be able to:   Conduct fundamental, primary research on individual companies. Analyze the impact of competitive,...

What You'll Do: The Calculation Automation Analyst I is responsible for completion of software and desktop coding related to calculation automation, utilizing programing/coding to drive pension customer experience, drive scalability, and mitigate risks for the organization. Use defined benefit or pension risk transfer calculation experience to provide recommendations for improvements and automation. Provide data, analytical and calculation services, and support. Serve as an expert for internal contacts. Assist with analyzing and fixing defects within pension calculation automation systems. Deliver the solution to the production environment and provide ongoing support for defects/fixes and any client requested enhancements as necessary. Partner and support onboarding team to assure that the calculation system is set up according to specifications and request clarification as necessary when interpreting plan specifications. Follow firm and line of business processes,...

What You'll Do: We are looking for a Senior Portfolio Associate to join our team !  This role is responsible for providing comprehensive operational support to the Corporate Private Placements and Infrastructure Debt teams, including trading support , portfolio credit reporting tracking, client portfolio servicing, RFP responses and client reporting, portfolio valuation, and ensuring timely execution of internal workflows.   Key responsibilities:   Monitor portfolio holdings for financial reporting and covenant compliance tracking   Ensure timely execution of internal trading workflows and coordinate with operational/accounting teams   Support coordination with client requests and ad hoc portfolio monitoring and reporting   Support inquiries from marketing, RFP, product, distribution, clients, and client reporting   Develop knowledge of financial markets, current events, laws and regulations, tax and accounting...

What You'll Do: We’re looking for a Sales Manager to join our Individual Solutions team. In this role, you’ll lead a team of Retirement Education Specialists who will deliver education to retirement plan participants through both on-site and virtual education sessions.    Here are a few examples of the types of things you'll do: Build and influence strategic partnerships with our plan sponsors, consultants, sales team and relationship managers Lead and handle the day to day responsibilities of a team with the priority of maintaining and strengthening a foundation based in strong culture, flexibility, nimbleness and results/outcome based mentality within a highly regulated environment Use a strategic lens to leverage data to inform business decisions and priorities 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...

What You'll Do: We’re looking for a Sr Product Consult to join our retirement product Investment team.  In this role you’ll lead strategic initiatives and high-visibility investment projects to successful completion. Manage and strengthen internal and third-party relationships that support Principal Financial Group’s investment products and services. Drive development and implementation of new investment offerings while providing training, clear communications, and support to sales teams, financial professionals, retirement plan clients, participants, and other stakeholders. Key Responsibilities: Manage third-party, and internal, relationships to deliver product efficiency for managed accounts. Oversee workflows to ensure quality and timeliness. Serve as primary liaison and escalation point between vendors and internal business partners. Track and analyze vendor performance, providing leadership with insights and recommendations for improvement. Drive...

What You'll Do: We are looking for a highly skilled and motivated Accountant to join our Finance team at Principal Financial Group. As an Accountant, you will have a pivotal role in supporting our Principal Asset Management distribution teams. Share key performance indicator results with business partners, handling extensive data sets and crafting data visualizations. This position presents an opportunity to enhance reporting capabilities for decision-making processes. Complete sales incentive calculations and payments with a high degree of accuracy and attention to detail. Conduct in-depth financial analysis and research to identify trends and variations, offering recommendations to optimize financial results. Collaborate with distribution partners to complete expense forecasts, ensuring a balance between business investments and financial projections.  Identify and implement operational improvements, promoting value objectives.   Operating at the...

What You'll Do: Are you looking to grow your career in investment operations? If so, join Principal as an Associate, Investment Operations!   As an Associate, Investment Operations on our team, you'll perform procedures, analysis and report preparation to support the full lifecycle of investment operations in a global infrastructure. You'll be responsible for account administration, account reconciliation, reporting, transaction management and/or trade support activities as well as support global investment initiatives through participation in projects, process reviews and/or system enhancements. Interface with internal and external personnel including senior operations staff, legal, relationship management, IT, banks, brokers, custodians, portfolio managers, and/or traders to obtain information, execute routine transactions and resolve problems. Establish new securities, compliance rules, new accounts, and or new reports to ensure readiness for trading, reconciliation,...

What You'll Do: We are looking for a Configuration Analyst to join our Distribution Partner Support Team within RIS (Retirement Income Solutions- Annuities). This is a multi-functional role working directly with business, IT teams and vendors to craft, build and maintain critical processes within configurable systems. This role will be responsible for providing technical solutions, configuration, and consultation for purposes of designing, developing, testing, and implementing products within a wide range of configurable systems.   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! What You’ll Do Configure and support various systems to support our distribution...

What You'll Do: The Principal Financial Group is seeking a CFO - PAS & Indvidual Solutions! We're looking for someone who wants to join a high-impact senior finance team driving profitable growth across Workplace Savings & Retirement Solutions (WSRS). As the lead financial officer for Individual Solutions and Principal Advised Services (PAS), you'll shape strategy, guide financial management, and play a key role in retirement offerings across Principal Financial Group including DC, DB, NQ, ESOP, Trust & Custody, and investments. What You'll Do: Lead pricing, financial reporting, forecasting, and analysis for domestic and international retirement products. Act as a strategic advisor on financial risk, investment needs, product strategy, pricing, and design. Ensure full compliance with relevant regulations across markets. Mentor and develop a high-performing finance team while championing organizational learning and change leadership. Provide...