Are you looking to join an organization whose mission is to advance the financial services industry by empowering our members with knowledge, insights, connections and solutions?  If so, LIMRA and LOMA, the world’s largest association of life insurance and financial services companies, which represents 1,100 member companies in 71 countries, including most of the world’s largest life insurance and retirement companies is the organization for you!

We currently have an opportunity for Budget Operations Specialist to join our Industry Solutions team.  This is a role full of diverse duties and responsibilities and is a great role for the right individual.  If you are interested in using your talent, skills, education and experience to advance the industry, this may be the role for you!
 

The Big Picture:

In this role you will be responsible for managing the day-to-day business logistics and operating budget management.  You will liaise as point of contact with our Finance team to ensure expenses and revenue are aligned with proposed budgets; coordinate budget planning and reforecasts; support invoicing and maintain invoicing practices for the division; lead special projects; manage member collaboration and/or large meeting logistics.

What Will You be doing?

• Are you someone who enjoys creating processes and reports to manage and monitor department budgets?
• Do you have detail orientation that allows you to determine where there might be variances in department budgets?
• Are you a natural collaborator who thrives on being the point person both within the department and interdepartmentally?
• Is managing special projects, ensuring milestones are successfully met in your wheelhouse?
• Do you enjoy crafting communications, drafting documentation related to the business portfolio, business plans, reports and budgets?

What do you need to succeed?

• 2-4 years of experience managing budgets and invoices
• 3-5 years professional experience managing projects, supporting meeting planning and/or executive assistance, with prior experience in the financial services or insurance industry a plus
• A detail-oriented self-starter with a propensity for continuous process improvement
• Highly collaborative and skilled at forming effective working relationships across an organization
• Exceptional writing, editing, and computer skill, especially Excel and PowerPoint
• Excellent organization and time-management skills; ability to manage multiple deliverables

Exceptional candidates will have experience in the following:

• Knowledge of Netsuite a plus
• Bachelor’s degree preferred

Who we are:

Companies come to us because no other organization is in a better position to help them understand their customers, markets, distribution channels, and competitors.  Leading life insurance and financial services organizations around the world rely on their membership for one simple reason – they can make bottom-line decisions with greater confidence.

We believe that greatness is built from the inside out. It is created by individuals who share common goals, and who support and rely on one another to achieve them. Our core values (Integrity, Customer Focus, Adaptability, Respect and Excellence) guide us in how we treat, respond to and interact with our Customers, and one another. We do our best to support our employees in making the most of their lives both inside and outside of work.

Diversity and Inclusion

LIMRA and LOMA are committed to creating an inclusive workplace. Our commitment to diversity, equity, and inclusion extends to hiring individuals with unique perspectives and backgrounds. The range of experiences and viewpoints that our employees bring to work every day is a vital part of how we help members navigate with confidence.

We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.