What You'll Do We’re looking for a Financial Analyst IV to join our Workplace Savings & Retirement Solutions (WSRS) Business Finance team. In this role, you’ll have the opportunity to gain exposure to Principal’s broad workplace retirement business, with a focus on assisting business leaders in growing their business. You will build and maintain robust models, develop/refine assumptions, and perform various forms of financial analysis (revenue and profitability modeling, business goal setting, cost/benefit analyses, etc.) for Principal’s WSRS business lines. Deliver and present timely financial insights to assist executives in strategic decision making. Analyze financial data across diverse revenue streams, ensuring accuracy and alignment with organizational goals. Prepare, review, and articulate key drivers and assumptions used to forecast financial performance. Engage with key business leaders to uncover financial pain points and analyze options for improvement. 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, math, actuarial science or related field with a minimum of 4+ years of relevant experience preferred Self-motivated with excellent problem solving, informal leadership, and analytical skills Excellent communication, interpersonal, customer service, and organizational skills required Advanced knowledge of spreadsheet and database or similar PC software packages Demonstrates the ability to embrace and understand the change process, and effectively guides others through change Track record of owning and speaking to financial analyses Skills That Will Help You Stand Out Highly experienced with MS Office products (Excel, PowerPoint, Word, etc.) and ability to build financial forecast models Aptitude in programming languages is preferred Preference for those with working knowledge of SmartView/Essbase Prior experience in the retirement recordkeeping industry 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) $86450 - $116850 / 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 Additional Information Location(s) This role is hiring in Des Moines, IA. Job Level We’ll consider talent at the next level as a Financial Analyst V with the right experiences (6+ years of relevant work experience) and skills. 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 7/28/2025 Most Recently Posted Date 7/28/2025