Posted Friday, February 13, 2026 at 6:00 AM
Company Overview Prosperity Life Group ("Prosperity") is a diversified insurance, reinsurance and asset management firm. With the Group are five U.S. insurance entities: Shenandoah Life Insurance Company, SBLI USA Life Insurance Company, Inc., S.USA Life Insurance Company, Inc.; National Western Life Insurance Company, and Ozark National Insurance Company.
Through these U.S. insurance entities, Prosperity provides financial security to customers and their families primarily through innovative protection and, asset accumulation products. Through its Bermuda reinsurance entity, Prosperity Life Assurance Limited, it provides customized and innovative capital, investments and risk management solutions to its reinsurance clients. All Prosperity Life Group insurance/reinsurance entities are rated A- by A.M. Best, S&P Global and KBRA. Since 2019, assets under management by Prosperity Life Group have grown from $2.3 billion to close to $30 billion, serving approximately one million policyholders.
Prosperity Life Group is a high-growth insurance holding company led by a seasoned management team with significant experience in the insurance and asset management sectors. With over 100 years of tradition, Prosperity works with its distribution partners to provide financial security to individuals and their families through innovative, affordable annuities, life insurance and supplemental accident & health products. Headquartered in New York City, Prosperity has additional offices in Miami, Florida, Roanoke, Virginia, Austin Texas, and Bermuda.
Prosperity Life Insurance Group, LLC is looking for a Financial Planning & Analysis (FP&A) Director of Distribution Finance within their Allocations and Expense Management Department. This position reports directly to the department VP.
Major Duties and Responsibilities
Assist in the development, monitoring and review of the distribution operations budget. Outlines and tracks actual performance to budget by cost center and develops ad-hoc analysis and reporting as deemed necessary to interpret financial results for the VP.
Report and summarize actuals and analysis by distribution channel for sales, fixed and variable expenses.
Monitoring sales incentive compensation plans for internal and external wholesalers to ensure quality and quantity of sales impacts on profitability.
Work closely with business management teams and actuarial modeling to ensure product pricing aligns with strategic initiatives and actuals.
Assist in financial modeling, financial analysis and valuation support for acquisitions, new product development, and various other financial projects.
Prepares monthly accruals and performs monthly analysis of departmental spend vs budgets, including the re-forecast. Works with cost center leaders to detail/support variances to budget.
Assist in the development, monitoring and review of the overall compensation planning including field compensation. Outlines and tracks actual performance to budget by cost center and compensation line expense and develops ad-hoc analysis and reporting as deemed necessary to interpret financial results for the VP.
Reports and summarizes actuals and variances to budget on a monthly, quarterly, and annual basis to support GAAP and STAT expense reporting requirements.
Ensures compliance with MAR/SOX for relevant processes and provides support for the internal and external audit processes.
Assist with FP&A initiatives outside of Allocation and Expense Management on an ad-hoc basis.
Supervisory Responsibilities This position does not carry any supervisory responsibilities.
Education and/or Experience and Skills
8-12 years of experience with distribution finance within expense management.
Experience in GAAP and Statutory insurance accounting
Bachelor’s degree in Accounting or Finance.
Very strong analytical skillset.
Highly proficient in Excel and other Microsoft Office Data tools such as power bi.
Ability to manage multiple priorities, in accordance with deadlines, and with a variety of stakeholders.
Effective communication and relationship building skills with both internal and external business partners.
Location The preferred location for this position will be New York, NY; Austin, TX; Miami, FL, but there is flexibility for the right candidate.
Physical Demands While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to talk or hear. Specific vision abilities required by this job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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Company Overview Prosperity Life Group ("Prosperity") is a diversified insurance, reinsurance and asset management firm. With the Group are five U.S. insurance entities: Shenandoah Life Insurance Company, SBLI USA Life Insurance Company, Inc., S.USA Life Insurance Company, Inc.; National Western Life Insurance Company, and Ozark National Insurance Company.
Through these U.S. insurance entities, Prosperity provides financial security to customers and their families primarily through innovative protection and, asset accumulation products. Through its Bermuda reinsurance entity, Prosperity Life Assurance Limited, it provides customized and innovative capital, investments and risk management solutions to its reinsurance clients. All Prosperity Life Group insurance/reinsurance entities are rated A- by A.M. Best, S&P Global and KBRA. Since 2019, assets under management by Prosperity Life Group have grown from $2.3 billion to close to $30 billion, serving approximately one million policyholders.
Prosperity Life Group is a high-growth insurance holding company led by a seasoned management team with significant experience in the insurance and asset management sectors. With over 100 years of tradition, Prosperity works with its distribution partners to provide financial security to individuals and their families through innovative, affordable annuities, life insurance and supplemental accident & health products. Headquartered in New York City, Prosperity has additional offices in Miami, Florida, Roanoke, Virginia, Austin Texas, and Bermuda.
Prosperity Life Insurance Group, LLC is looking for a Financial Planning & Analysis (FP&A) Director of Distribution Finance within their Allocations and Expense Management Department. This position reports directly to the department VP.
Major Duties and Responsibilities
Assist in the development, monitoring and review of the distribution operations budget. Outlines and tracks actual performance to budget by cost center and develops ad-hoc analysis and reporting as deemed necessary to interpret financial results for the VP.
Report and summarize actuals and analysis by distribution channel for sales, fixed and variable expenses.
Monitoring sales incentive compensation plans for internal and external wholesalers to ensure quality and quantity of sales impacts on profitability.
Work closely with business management teams and actuarial modeling to ensure product pricing aligns with strategic initiatives and actuals.
Assist in financial modeling, financial analysis and valuation support for acquisitions, new product development, and various other financial projects.
Prepares monthly accruals and performs monthly analysis of departmental spend vs budgets, including the re-forecast. Works with cost center leaders to detail/support variances to budget.
Assist in the development, monitoring and review of the overall compensation planning including field compensation. Outlines and tracks actual performance to budget by cost center and compensation line expense and develops ad-hoc analysis and reporting as deemed necessary to interpret financial results for the VP.
Reports and summarizes actuals and variances to budget on a monthly, quarterly, and annual basis to support GAAP and STAT expense reporting requirements.
Ensures compliance with MAR/SOX for relevant processes and provides support for the internal and external audit processes.
Assist with FP&A initiatives outside of Allocation and Expense Management on an ad-hoc basis.
Supervisory Responsibilities This position does not carry any supervisory responsibilities.
Education and/or Experience and Skills
8-12 years of experience with distribution finance within expense management.
Experience in GAAP and Statutory insurance accounting
Bachelor’s degree in Accounting or Finance.
Very strong analytical skillset.
Highly proficient in Excel and other Microsoft Office Data tools such as power bi.
Ability to manage multiple priorities, in accordance with deadlines, and with a variety of stakeholders.
Effective communication and relationship building skills with both internal and external business partners.
Location The preferred location for this position will be New York, NY; Austin, TX; Miami, FL, but there is flexibility for the right candidate.
Physical Demands While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to talk or hear. Specific vision abilities required by this job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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