Fidelity Life/Efinancial

  • Senior Accounting Analyst

    Location US-IL-Chicago
    Job ID
  • Overview

    The Fidelity Life Finance team is looking for a result driven, Senior Accounting Analyst.  The Senior Accounting Analyst will have the opportunity to drive business critical insights through thorough analyses of accounting and financial reporting.  The Senior Accounting Analyst will have documented success in navigating through complex problems, identifying trends, and interpreting financial data.  The Senior Accounting Analyst will also be fluent in various accounting systems to drive ad hoc reporting initiatives and potential train others on best practices.


    Fidelity Life is a leading provider of financial security for middle market consumers. With a history of innovation, the company is redefining the life insurance industry with patented products and processes. Fidelity Life pioneered the use of predictive analytics to streamline the new business process and revolutionize the speed with which policies can be issued. Established in 1896, Fidelity Life enjoys a long track-record of success and continues to build its reputation of sound fiscal management and customer-focused innovation. 


    In concert with Fidelity Life, eFinancial is an online and call-center-based insurance agency with a proven direct-to-consumer life insurance model. Using a proprietary and patented sales technology platform, eFinancial operates call centers in Chicago and Seattle. eFinancial’s licensed agents and representatives reach thousands of consumers each day to help meet their unique life insurance needs – often with just a single phone call. To complement this channel, the company recently expanded to offer an entirely digital purchase experience.


    Together, Fidelity Life and eFinancial are revolutionizing the life insurance industry to make life insurance more accessible and affordable for everyday Americans. With an integrated marketing, product manufacturing, and controlled distribution system, the enterprise is uniquely positioned for growth.


     Join a fast-growing organization that is leading the direct-to-consumer life insurance industry. With a uniquely integrated marketing, product, and agency model, eFinancial and Fidelity Life are making it easier for middle market customers to get the life insurance they need at a price they can afford.


    • Perform month-end closing activities and account reconciliations
    • Participate in analytics to provide monthly financial reporting data for the Controller
    • Assist in the completion of regulatory filings on a statutory accounting basis
    • Assist with premium tax return preparation
    • Provide support to accounting staff with issues related to accounting and financial reporting
    • Must have experience performing monthly account reconciliations
    • Must have experience preparing journal entries as needed, including intercompany entries
    • Special projects and other duties as assigned
    • Support compliance with Sarbanes-Oxley internal controls requirements, including updating documentation and policies as required
    • Provide support for the quarterly business reviews and quarterly/annual audits performed by internal and independent auditors



    • Strong analytical and problem-solving skills
    • Solid knowledge of GAAP accounting principles
    • Strong knowledge of commission and revenue recognition
    • Good working knowledge of the insurance and brokerage business
    • Ability to reference prior workpapers to complete assigned tasks
    • Ability to handle several tasks simultaneously and to work under tight deadlines
    • Ability to work effectively across functions and organizational levels and within team environment
    • Strong interpersonal, verbal, and written communication skills with proven ability to effectively interact with senior leadership across the company
    • Strong verifiable knowledge of Microsoft Office Suite, accounting systems and applications (Oracle Hyperion/Essbase preferred), and other business-related software systems


    • Bachelor's Degree in accounting, finance, or related business field
    • Five or more years of financial reporting and analysis experience
    • Public company audit or accounting experience
    • CPA preferred


    Fidelity Life Association/eFinancial is an equal opportunity employer and supports a diverse workplace.  As a Fidelity Life/eFinancial employee, you will be eligible for Medical and Dental Insurance, Health Savings Accounts, Flexible Spending Accounts (Health, Dependent Care & Transit), Vision Care, 401(K), Short-term and Long-term Disability, Life and AD&D coverages.



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