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Senior Financial Analyst

Western & Southern Financial Group

Last Updated: 9/27/23

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Job Description

** We are interviewing candidates at these levels based on experience determined by the manager through the interview process. **

Welcome to Western & Southern Financial Group

Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Southern a career destination.

A Day in the Life

The Senior Financial Analyst provides business planning, decision support analysis and measurement reporting for business units within the Western & Southern Financial Group. This position is responsible for developing critical management decision analysis tools and suggests and implements cost-saving ideas. Skill sets include anyone with a strong financial background, led projects, and presented to executive level management.


The Senior Financial Analyst will be able to work with others in management, brainstorm financial impacts of strategic projects, and understand various business units’ initiatives within the enterprise. This role will have the opportunity to make a broad range of critical decisions independently, escalating to the executive-level management when appropriate.

Duties and Responsibilities

  • Develops decision analysis tools necessary to help manage and grow the business.
  • Constructs yearly financial plans (budgets) and quarterly forecasts.
  • Develops, implements and reports business unit performance measures and key metrics.
  • Represents Finance Department in business unit specific meetings and is responsible for identifying necessary analyses and updating the department on key items of impact.
  • Performs analyses in support of potential acquisition candidates.

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‘Premier Benefits to Support YOU’

  • Comprehensive benefits including medical, dental, vision, prescription, pet insurance, life insurance, disability, Fertility, maternity/caregiver & parental leave, and more!
  • Retirement solution with our 401(k) savings AND pension plan!
  • Paid time off that increases with tenure.
  • Tuition Reimbursement
  • Subsidized affordable parking.
  • On-site Cafeteria and fitness center (including sports leagues)
  • On-site Registered Nurse
  • Career Coaching/Mentoring
  • Individualized development plans and career pathing

135 years of operating history

  • Born as a modest, door-to-door life insurance business that has transformed into an industry leading financial powerhouse and built to last forever.
  • Ranked 314 on Fortune 500
  • Award winning Talent Development Team
  • Top 10 for Top Spouse Employer and Military Friendly Employer in 2023
  • We consider Cincinnati the best place to live, work and celebrate life – that is why we are committed to doing good for our community.

Our Culture

We are building our company to thrive and provide value to our customers, business partners and associates over the long term. To accomplish this, we look for professionals who embody our culture of integrity, top-notch performance, collaboration and teamwork. We are committed to hiring and developing associates who are driven to excel, have a strong work ethic and use astute, fact-based and ethical judgment in decision-making.

Learn more about who we are visit;

Company Details

Cincinnati, Ohio, United States
Western & Southern Financial Group, a Fortune 500 Company, has over a 130-year heritage of meeting the financial stability needs of our customers — individuals, families, businesses, foundations and nonprofits — with a wide range of insurance, investment and retirement solutions through an ever-growing distribution system.Our family of companies continues to grow and diversify, for...