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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Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA 2022 – 2023
2Des Moines Register Top Workplaces 2018 – 2022
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What We Do
Established in 1959, F&G is headquartered in Des Moines, Iowa, and offers unique life insurance and annuity solutions to meet individual financial security needs through a national network of financial professionals. Our products have protected over 700,000 people across the United States.
F&G is a company of individuals who believe in the power of partnerships, encourage innovation and creativity, and are transparent about decisions while delivering on their commitments. These values allow F&G to help you turn your aspirations into reality.
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