The Director Financial Analysis - Innovation is responsible for sourcing, due diligence of new investment opportunities, and the American Enterprise Ventures (AE Ventures) investment portfolio's management. If you have financial acumen, experience with financial modeling and are a quick learner who is curious we are willing to teach you the portfolio management and start up responsibilities. This position is onsite at our Des Moines, Iowa location with the ability to work hybrid as available. Responsibilities include the preparation and filing of external and internal investment reports, seeking to incorporate innovation into current workflows and customer segments across the organization, and facilitating a culture that supports cross-functional collaboration to identify, develop, and implement innovative ideas for investigation and possible execution.

ESSENTIAL FUNCTIONSReasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Manage AE Ventures investment portfolio including adding new investments and setting timelines for funding. The role will include enhancing investment frameworks, establishing measures of non-financial critical success factors, conducting business valuations, creating deal strategies, and presenting results to the AEV advisory committee, and executive leadership team.
• Lead finance diligence for all capital investments in the fund including deal negotiation, types, and structures.
• Collaborate with business areas, such as marketing, operations, and finance to bring new solutions to the organization for potential pilots.
• Establish tracking for the financial and operating performance of potential investments.
• Establish and facilitate ongoing strategic partnerships through investment portfolio and AEG business partnerships.
• Participate in seeking/identifying business solutions that align with AEG and AE ventures long -term objectives.
• Performs other related duties as necessary or assigned.

SUCCESS PROFILEKnowledge, Skills, and Abilities

• Innovation - Develops and foster fresh ideas and solutions to challenge the organization and drive a productive organizational evolution through innovation.
• Superior communication, organization, and interpersonal skills necessary to establish and maintain effective working relationships with others.
• Strong intuitive and analytical skills; examines data to understand issues, draw conclusions, solve problems, and makes timely, informed decisions that consider the facts, goals, constraints, and risks.
• Teamwork - Promotes and displays cooperation and commitment within a team to achieve goals and deliverables.
• Ability to handle multiple complex tasks and prioritize in a fast-paced environment with the ability to think ahead and conduct strategic planning.
• Self-directed team player who is disciplined; provides a high level of work output; positive energy to succeed; habit of initiating; follows through for quality results without close supervision.
• Demonstrate the American Enterprise core competencies of change, communication, customer focus, financial acumen, innovation, teamwork, critical thinking, and decision making. For a full description of each competency, please visit americanenterprise.com/core-competencies.
• Embrace and foster a diverse and inclusive culture that aligns with our commitment toTHRIVEToolkit: We are building resources for employee reference, including a diversity driven book club, leadership training, and a culture of betterment philosophy.Hear: Every employee has a voice. We listen with attention to gain knowledge and to understand.Respect: We empower people by respecting and appreciating their differences.Inclusion: We support a collaborative workforce that promotes belonging and respect that increases participation and contribution from all employees.Value: All employees are appreciated for their uniqueness.Equity: For all.
• Demonstrate an Agile mindset* of trust, teamwork, and transparency and capability to implement agile tools into daily work, allowing for quick adaption to change. (*An agile mindset is the set of attitudes supporting an agile working environment including trust, teamwork, transparency, respect, improvement, ongoing learning, pride in ownership, focus on delivering value, and the ability to adapt to change.)
• Embrace our culture of betterment, which surrounds the question: Does this decision fit with our mission and core values while enhancing the outcome for our customers, our business, and our associates?

EDUCATION AND EXPERIENCE

Education

• Bachelor's degree in business, accounting, finance or related field. Combination of education and/or relevant work experience may be accepted in lieu of degree.

Experience

• 8+ years' experience in accounting, finance, mergers & acquisitions, or related role.
• Investment portfolio analysis experience, a plus.
• Industry knowledge of Technology, InsurTech (start up technologies), and/or Insurance (Life, Health, Annuity), a plus.

TRAVEL REQUIREMENTS

• Trainings/Seminars/Conferences
• Up to 5%

• Position will also attend Accelerators and Incubators to network and evaluate start up pitches.

PHYSICAL REQUIREMENTS

• Primarily works in an office environment (or in-home office) performing work that is sedentary which involves remaining stationary and working on a computer for long periods of time
• Must be able to review, assess, and/or analyze data and figures by viewing a computer screen, including extensive reading.
• Regularly communicates with others in-person, via video conferencing, electronically (including email), or by phone to exchange accurate information.

This job description does not list all activities, duties, or responsibilities that may be required. The employee in this position may be assigned other duties at any time with or without notice.

This job description does not constitute a contract of employment and the company may exercise its employment-at-will rights at any time.