We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.
Purpose:
The Director, Financial Planning & Analysis plays a critical role in shaping Athene's financial outlook by leading statutory income statement forecasting, legal entity financial projections, capital planning support, and tax forecasting coordination. This leader partners across Finance, Accounting, Tax, Treasury, Capital, Actuarial, and Risk to deliver accurate, insightful forecasts that support strategic decision-making and financial performance.This role offers the opportunity to influence enterprise-wide planning while developing a high-performing team in a collaborative, fast-paced environment. As part of Athene, you'll help drive innovation in retirement services while partnering with Apollo Global Management to support one of the industry's fastest-growing financial services organizations. Guided by our BEAM values, we empower employees to innovate, act like owners, engage actively, and make an impact every day.
Accountabilities:
- Lead statutory income statement and legal entity forecasting to support financial planning, capital management, and strategic decision-making.
- Partner with Capital, Tax, Accounting, Treasury, Actuarial, and Risk teams to ensure financial projections are aligned, well-governed, and supported by sound assumptions.
- Analyze forecast trends, actual-to-forecast variances, and emerging business drivers to provide actionable insights and recommendations to senior leadership.
- Lead and develop a Senior Financial Analyst by fostering a people-centered, high-performance culture focused on collaboration, continuous learning, accountability, and innovation.
- Continuously improve forecasting processes, governance, controls, and reporting by leveraging technology, automation, and AI-enabled capabilities to increase efficiency and analytical value.
- Present financial forecasts, key risks, and strategic recommendations to Finance leadership and executive stakeholders.
Qualifications and Experience:
- 7+ years of relevant experience in financial planning & analysis, insurance finance, statutory reporting, accounting, actuarial, capital planning, consulting, or related analytical experience, plus 4+ years of people leadership experience or relevant leadership experience.
- Strong knowledge of statutory financial reporting, legal entity forecasting, capital planning, financial modeling, variance analysis, and insurance or asset-intensive financial products, with the ability to solve complex business problems and influence decisions across functions.
- Demonstrated ability to lead high-performing teams while fostering an inclusive, people-centered culture that develops talent, empowers ownership, encourages innovation, and promotes sound risk management.
- Excellent communication, critical thinking, adaptability, and stakeholder management skills, with a bias for action and the ability to thrive in a fast-paced, evolving environment. Experience leveraging AI and automation to improve forecasting, reporting, and financial analysis is preferred.
- Professional designation such as CPA, CFA, ASA, FSA, MBA, or equivalent is preferred.
- Bachelor’s degree in Finance, Accounting, Actuarial Science, Economics, Mathematics, Statistics, or a related field.
Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene.
Athene is a Military Friendly Employer! Learn more about how we support our Veterans.
Athene is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.
Skills Required
- Bachelor's degree
- 7+ years professional experience in FP&A, insurance, actuarial, investment banking, corporate development, private equity, consulting, or related fields
- Advanced financial modeling capabilities (e.g., Excel, financial forecasting software)
- Exceptional communication and presentation skills
- Exceptional attention to detail and commitment to accuracy and quality
- Demonstrated ownership mindset with track record leading complex, end-to-end initiatives
- Ability to operate effectively in a fast-paced, unstructured environment and manage ad-hoc requests
- MBA or other advanced degree
- Progress toward actuarial (e.g., FSA) and/or financial designations (e.g., CFA)
Athene Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Athene and has not been reviewed or approved by Athene.
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Retirement Support — Retirement savings support is highlighted through a strong employer match and structured retirement programs. Feedback suggests these offerings add meaningful long-term value to total compensation.
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Leave & Time Off Breadth — Time-off policies span flexible or paid time off, a robust holiday schedule, volunteer time, and paid parental, family care, and military leave. Feedback suggests this breadth is a standout element across many roles.
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Wellbeing & Lifestyle Benefits — Wellbeing resources include comprehensive health coverage, mental-health support, onsite fitness centers, and one‑on‑one coaching. HQ amenities and wellness perks are positioned as differentiators for on-site employees.
Athene Insights
What We Do
Athene, through its subsidiaries, is a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. The products offered by Athene include: • Retail fixed, fixed indexed and registered index-linked annuity products; • Reinsurance arrangements with third-party annuity providers; and • Institutional products, such as funding agreements and group annuity contracts related to pension risk transfers. Athene's subsidiaries include Athene Annuity & Life Assurance Company, a Delaware-domiciled insurance company, Athene Annuity and Life Company, an Iowa-domiciled insurance company, Athene Annuity & Life Assurance Company of New York, a New York-domiciled insurance company, Athene Securities, LLC, an Iowa-domiciled registered broker-dealer (member FINRA), and Athene Life Re Ltd., a Bermuda-domiciled reinsurer. -- The financial industry is ripe for change and Athene is leading the way. We’re determined to make retirement easier for you and other Americans by harnessing our passion, smarts and relentless spirit. Learn how to become an Athene financial professional at www.athene.com/contact. If you love a challenge and are driven to succeed, then Athene is your kind of company.








