Principal Financial Group

Financial Analyst III

Principal Financial Group Des Moines, Iowa, United States

Financial Services · 10,001+ employees

9 h ago
financial-analyst Mid (2-5 yrs) Full-time United States
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About the role

The Financial Analyst III supports enterprise forecasting, financial analysis, and executive reporting processes to inform key business decisions. They also partner with finance teams to deliver insights, drive continuous improvement through automation, and prepare materials for management and the Board.

What they look for

Financial Analysis Financial Modeling Forecasting Executive Reporting Accounting Problem-solving Communication Microsoft Excel PowerPoint Data Analysis Process Improvement Automation Strategic Planning Financial Reporting

Requirements

Candidates must hold a Bachelor's degree in Finance, Accounting, Economics, Business, Analytics, or a related field. A minimum of 2+ years of relevant work experience and strong proficiency in Microsoft Excel and PowerPoint are required.

Benefits

Flexible Time Off Pension Eligible Bonus Program

Full description

What You'll Do

As a Financial Analyst III on the Enterprise Management Reporting team, you will support enterprise forecasting, financial analysis, and executive reporting processes that inform key business decisions. You will partner across enterprise finance teams to deliver timely insights, support strategic initiatives, and enhance reporting capabilities across the organization.

  • Support enterprise short-term and long-term forecasting processes.
  • Analyze financial performance, key business drivers, and emerging trends.
  • Prepare executive, management, and Board reporting materials.
  • Support enterprise expense analysis and recurring management reporting.
  • Contribute to financial reporting and analysis for strategic and transformation initiatives.
  • Partner with stakeholders across Finance to ensure consistent, accurate, and insightful reporting.
  • Drive continuous improvement by leveraging AI-enabled solutions, automation, and analytical tools to enhance forecasting, reporting, and decision support capabilities.
  • Support ad hoc financial analysis and executive decision-making needs.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are

  • Bachelor's degree in Finance, Accounting, Economics, Business, Analytics, or related field, plus 2+ years of relevant work experience
  • Strong analytical, financial modeling, and problem-solving skills.
  • Experience in FP&A, financial reporting, forecasting, accounting, or related finance functions.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Excel and PowerPoint.
  • Ability to manage multiple priorities and deliver results in a fast-paced environment.

Skills That Will Help You Stand Out

  • Experience preparing presentations and reporting for leadership audiences.
  • Experience working with financial planning, reporting, or analytical tools.
  • Interest in process improvement, automation, and emerging technologies.

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$73150 - $120650 / year Salary Details

The following salary ranges reflect market-specific compensation for this position across multiple job levels. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.

  • Financial Analyst III: $73,150 - $99,750 / year
  • Financial Analyst IV: $89,300 - $120,650 / year

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible

Yes Work Environments

This role offers in-office and hybrid (blending at least three office days in a typical workweek) work arrangements based in our Des Moines, IA office. You’ll work with your leader to figure out which option may align best based on several factors.

Job Level

We’ll consider talent at the next level with the right experiences and skills.

Financial Analyst IV:

  • Bachelor's degree in math, actuarial science, finance or related field with a minimum of 4+ years of relevant experience preferred

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date

8/26/2026 Most Recently Posted Date

8/26/2026

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

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