Senior Financial Analyst

Posted 4 Hours Ago
Be an Early Applicant
El Segundo, CA
79K-119K Annually
5-7 Years Experience
Fintech • Insurance
The Role
The Senior Financial Analyst will assist in the preparation of annual planning, quarterly forecasting, and financial reporting for Athene. Responsibilities include preparing GAAP earnings materials, supporting executive presentations, collaborating on financial analyses, and proposing process improvements.
Summary Generated by Built In

We are Athene. At Athene, we are driven to do more. We are 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. We see every day as a new opportunity to measure ourselves against the best - and then we don't stop until we've set the bar even higher. We're ready to help you achieve more.


Purpose:

The Senior Financial Analyst for Financial Planning & Analysis will be responsible for assisting in the preparation of the annual planning and quarterly forecasting for Athene as well as assisting with the quarterly analysis.


Accountabilities:

Financial Reporting

  • Support the development of plan and forecast documents, including presentation decks
  • Assist in creating quarterly GAAP earnings materials and STAT Cost of Fund (COF) presentations for the executive leadership team
  • Maintain and enhance COF reporting tools for plan/forecast and actual results analysis
  • Collaborate on planning, forecasting, and variance messaging for Athene and Apollo's executive leadership team

Cross-Team Collaboration

  • Partner with actuarial functions to conduct relevant analyses, challenging financial plans and leading indicators to identify improvement opportunities
  • Support the development, execution, and monitoring of corporate strategy through relevant variance and financial analyses

Financial Analysis and Process Improvement

  • Conduct in-depth analysis of targeted line items and specific revenue and expense categories within the COF
  • Propose and lead process improvements in the GAAP/STAT actual process
  • Assist in maintaining and developing assumptions for the plan/forecast process
  • Participate in ad hoc financial analysis projects as needed


Qualifications and Experience:

  • 5+ years of related technical experience preferred
  • CPA, CFA, or MBA designation a plus
  • Life and Annuity Insurance experience preferred
  • Analysis experience, emphasis in asset or liability analysis a plus
  • Advanced knowledge of Excel and PowerPoint
  • Bachelor's degree in Accounting, Finance, Actuarial or an equivalent combination of education and experience


$79,200.00 - $118,800.00 USD Annual


Annual Salary for this role is market competitive. Actual salary for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Depending on the role, a discretionary bonus plan or variable sales incentive may be included.

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 celebrates diversity, 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

Excel
PowerPoint
The Company
HQ: West Des Moines, IA
1,254 Employees
On-site Workplace
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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