FP&A Sr Financial Analyst

Reposted 6 Days Ago
West Des Moines, IA
In-Office
Senior level
Fintech • Insurance
The Role
The Sr Financial Analyst will support sales reporting, forecasting, and performance analysis for variable compensation, focusing on workflow automation and management reporting.
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 Senior Financial Analyst to support sales reporting, forecasting, and performance analysis for our variable compensation plan in our Retail Annuities channel. The ideal candidate is analytical, driven, and comfortable operating in a dynamic environment with evolving priorities.

Accountabilities:

Short-term focus on workflow automation and process improvement in completing the following core responsibilities:

  • Calculate and submit monthly variable compensation payouts to HR
  • Prepare monthly/quarterly compensation reports and dashboards used by senior leadership, including variance and trend analyses
  • Optimize and enhance existing reporting processes

Long-term focus on analytics and management reporting in completing the following core responsibilities:

  • Support the forecasting and planning processes for variable compensation by maintaining and enhancing driver-based models that link business activity to financial outcomes
  • Utilize reporting and forecasting process enhancements to understand key drivers of performance and provide management information that is predictive and actionable
  • Lead, manage and/or assist with various special projects as needed


Qualifications and Experience:

  • 5+ years of increasingly responsible financial planning and analysis experience; preference to candidates who also have experience in the annuity business
  • Tableau, Alteryx, and/or Power BI experience required
  • Advanced proficiency using tools for financial modeling, dashboards, and KPI visualization
  • Professional communication skills to assist with stakeholder management
  • Advanced knowledge of Excel required (e.g. advanced formulas, lookups and index abilities)
  • Strong attention to detail, with a bias toward simplification, automation, and scalability
  • Bachelor’s Degree in Accounting/Finance or an equivalent of education and experience

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.

Top Skills

Alteryx
Excel
Power BI
Tableau
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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.
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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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