Job Summary

The Lead Financial Analyst, FP&A (STAT) position is responsible for the ownership and execution of leading scalable FP&A forecasts & analysis to deliver an integrated, full service performance cycle to public company standards. This position will be pivotal to the success of FP&A through its active partnership across the finance and actuarial departments.

This position reports to the Director, FP&A.  This position will interact with multiple teams throughout the company, including but not limited to financial reporting, actuarial, investments, reinsurance and capital.

Duties and Responsibilities

• Lead and execute on scalable financial forecasts & analysis
• Provide informal leadership to others on the FP&A team (train, coach and mentor staff)
• Assist leadership with work direction, team assignments, prioritization, and delegation
• Provide robust financial forecasting, financial analysis and ad hoc support; synthesize complex concepts to create analysis & explanations that are clear, concise and credible
• Prepare reporting packages that include high quality, timely and accurate variance analysis, forecasts and results messaging
• Harness technology to drive automation and efficiencies
• Develop production and distribution of FP&A forecasts and analysis, considering material nonpublic information (MNPI) requirements
• Collaborate with others to instill deeper understanding of FP&A team function and requirements across F&G
• Support culture of financial transparency and continuous improvement
• Serve as a liaison with other Finance teams to ensure a holistic and consistent delivery model and lead FP&A deliverables for the following:
  • Financial Reporting to align reporting cycle schedules, deliverables and dependencies
  • Audit requests
  • Tax team deliverables for provisioning and projections
  • Capital & Ratings Management team deliverables for rating agency
  • Regulatory forecasts and rating agency forecasts

Experience and Education Requirements.

• Bachelor’s degree required with preference in Accounting/Finance
• Minimum 5 years experience in related field
• Insurance industry experience preferred
• CPA, CFA or MBA desirable
• Knowledge of annuity and life insurance products preferred
• Experience with projections, general ledgers, databases and report writing is desired

Skills and Abilities

• Strong understanding of current processes and overall workflow and ability to train others
• Ability to identify and implement process improvements, internal control enhancements, automation and efficiencies
• Robust expertise in financial systems for functional area
• Strong critical thinker including analytical skills with the ability to analyze and interpret financial information and trends
• Ability to handle multiple complex tasks, prioritize, and begin delegating in a fast-paced environment
• Ability to brainstorm, research and provide possible solutions to ad hoc questions from the functional area’s business partners
• Ability to identify and anticipate future issues using knowledge and experience to recommend solutions
• Strong written and verbal communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others
• Strong attention to detail
• Proficiency in Microsoft Office
• A passion for new challenges, leadership and delivering results

• Experience playing a lead role in team projects or deliveries
• Self-directed individual who works well with team

• Support a culture of financial transparency and continuous improvement

Other Requirements

• Perform other functions, duties, and projects, as assigned
• Regular and punctual attendance
• Some travel may be required (less than 10%)

 

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