FP&A Director

Reposted 11 Hours Ago
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West Des Moines, IA, USA
In-Office
Senior level
Fintech • Insurance
The Role
Lead statutory income statement and legal-entity forecasting, coordinate capital and tax forecast inputs, reconcile actuals to forecasts, manage a Senior Financial Analyst, and present insights to FP&A and cross-functional stakeholders to support capital planning and tax forecasting.
Summary Generated by Built In

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:

Athene is seeking a strategic and collaborative FP&A Director to lead statutory financial forecasting, legal entity planning, capital planning support, and tax forecasting coordination. This leader will oversee financial projections for assigned legal entities, ensuring forecasts are accurate, well-governed, and aligned across Finance while delivering meaningful insights that support executive decision-making and long-term business strategy.
Reporting to the Vice President of FP&A, this role partners closely with Capital, Tax, Accounting, Actuarial, Treasury, and Risk to strengthen financial planning capabilities, drive process improvements, and develop a high-performing team. The ideal candidate combines strong financial and analytical expertise with a passion for innovation, continuous improvement, and people-centered leadership.

Accountabilities:

  • Lead statutory income statement and legal entity forecasting, ensuring financial projections are accurate, consistent, and aligned with business performance and strategic objectives.

  • Partner with Capital, Tax, Accounting, Actuarial, Treasury, and Risk to develop integrated financial forecasts, support capital planning, and identify key business drivers, risks, and opportunities.

  • Oversee actual-to-forecast analysis, strengthen forecasting assumptions, and maintain effective controls, documentation, and governance throughout the planning process.

  • Lead and develop a Senior Financial Analyst while fostering a culture of collaboration, accountability, continuous learning, and operational excellence.

  • Prepare and deliver executive reporting, variance analysis, and financial insights that support strategic decision-making and enterprise performance management.

  • Drive continuous improvement by leveraging automation, AI-enabled analytics, and enhanced reporting capabilities to improve forecasting efficiency, transparency, and decision-making.


Qualifications and Experience:

  • 7+ years of relevant experience in financial planning & analysis, accounting, actuarial analysis, statutory reporting, legal entity forecasting, capital planning, tax forecasting, or related finance disciplines, with 4+ years of people leadership experience.

  • Experience within insurance, annuities, asset-intensive insurance, or financial services with a strong understanding of statutory financial reporting and legal entity forecasting.

  • Proven ability to lead cross-functional initiatives, influence stakeholders, develop talent, and build collaborative relationships across Finance and business partners.

  • Strong analytical, quantitative, critical thinking, and communication skills with an innovation mindset, adaptability, and the ability to leverage AI and technology to enhance financial planning and business processes.

  • CPA, ASA, FSA, CFA, MBA, or another relevant professional designation is preferred.

  • Bachelor's degree in Finance, Accounting, Actuarial Science, Mathematics, Economics, Statistics, or a related discipline.

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 in Finance, Accounting, Actuarial Science, Mathematics, Economics, Statistics, or related field.
  • Actuarial, accounting, finance, or quantitative background.
  • Minimum of 8-10 years experience in FP&A, accounting, actuarial analysis, statutory reporting, legal entity forecasting, capital planning, tax forecasting support, consulting, or related roles.
  • CPA, ASA, FSA, CFA, MBA, or advanced degree.
  • Prior management experience.
  • Experience in insurance, annuities, asset-intensive insurance, statutory financial reporting, legal entity projections, and asset-liability management.
  • Strong understanding of statutory income statements, legal entity financials, capital planning, and actual-to-forecast analysis.
  • Strong analytical and quantitative skills to assess reasonability of run rates, patterns, and forecast assumptions.
  • Excellent communication and presentation skills.
  • Ability to partner effectively with Capital, Tax, Accounting, Actuarial, Treasury, and FP&A teams.
  • Strong attention to detail, controls, and documentation.
  • Ability to operate effectively in a fast-paced environment with multiple stakeholders and deadlines.

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.

  • 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.
  • 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.
  • 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.

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The Company
HQ: West Des Moines, IA
1,254 Employees
Year Founded: 2009

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.

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