HOW WILL YOUR ROLE IMPACT FIRST COMMAND?

Responsible for performing thorough business risk analysis on all new and existing business partners/products as well as developing and tracking departmental budgeting and other financial analysis projects. Conduct and compile industry and competitive analysis research on a regular basis to inform First Command on its competitive status vs. other financial services firms. Prepare and drive operational metrics in support of key decision making in the deployment of new products and services for the SLT and ELT.

WHAT WILL YOU BE DOING?

• Provide financial analysis and business risk analysis on potential new products and services across the product management spectrum, as well as periodic financial, reputational and business risk analysis on all existing products and business partners.
• Assist in the development and presentation of corporate and product related competitive market assessments, which include corporate strategy and product pricing.
• Support the preparation of product and sales material for the Investment Oversight Committee and the Board of Directors Investment Committee.
• Project manager for special projects related to Product Management, specifically focused on product profitability, financial analysis and budgeting.
• Create monthly product sales and in-force reports for all major lines of products.
• Streamline and improve financial and operations reporting processes within the Product Management and Brokerage Operation Departments.
• Produce monthly ad hoc reports to support the SVP of Operation’s decision-making tasks.
• Support the IMT and SST with request related to Morningstar Direct

WHAT SKILLS/QUALIFICATIONS DO YOU NEED?

EDUCATION    

• Bachelor's degree required, with a preferred emphasis on finance, accounting or business.
• MBA, CFP or advanced degrees in related fields is strongly preferred

WORK EXPERIENCE

• 8+ years of investment/Financial Services related industry experience
• At least 6 years of experience in financial analysis and/or accounting or financial planning

 KNOWLEDGE, SKILLS AND ABILITIES

• Ability to interpret and communicate effectively to senior management, financial analysis and business risk issues
• Must possess very strong analytical and research skills with the ability to draw inferences from a broad range of information.
• Must be capable of exercising judgment in determining the degree of business, reputational, and litigious risk to First Command from the volumes of information available in the public domain.
• Must be able to consolidate research results into a concise summary for senior management review.
• Must be familiar with financial information, ratios and analysis
• Must be able to work independently.
• Ability to set priorities and manage deadlines
• Must be detail oriented and pro-active in attaining information on products and services
• Heavy excel and PowerPoint usage

WHAT YOU SHOULD KNOW

Headquartered in Fort Worth, Texas, First Command Financial Services takes pride in our mission: Coaching those who serve in their pursuit of financial security. In addition, we are fully committed to living out our core values of: Courage, Love and Effectiveness.

Touted by Texas Monthly and Best Places to Work as one of the top 100 best places to work in Texas for 2017 and 2019, First Command Financial Services opened its doors in 1958 and has grown to include a network of Advisors in more than 162 markets throughout the U.S., England and Germany today. We are seeking talented individuals of all backgrounds who are service minded. We strive to create an inclusive workplace where individuals may be their authentic selves.

In addition to medical, dental and vision benefits, First Command offers the following to full-time employees:

• Learning and Development programs
• Employee Resource Group
• Dress for your day
• 401K and Employee Stock Ownership Programs
• Tuition reimbursement
• Flexible Spending Accounts
• Employer Health Fund Contributions
• On-site Fitness Center
• On-site Concierge Services
• Covered Parking
• Free financial planning for all employees

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Required Skills Required Experience