Sr Manager FP&A

Reposted Yesterday
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Conshohocken, PA, USA
In-Office
147K-221K Annually
Senior level
Fintech • Insurance
The Role
The Senior FP&A Analyst will manage financial planning, forecasting, and performance analysis, focusing on financial modeling and providing insights for product offerings.
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:

Senior FP&A Analyst to support financial planning, forecasting and performance analysis for private placement insurance product offerings and tax advantaged fund product platform. This role will have primary ownership of complex financial models used to support management decision-making for the product line. The Senior FP&A Analyst is expected to work independently, exercise sound judgement around assumptions, and proactively identify risk and opportunities. The role is highly technical, with a strong emphasis on financial modeling and advanced Excel skills.


Accountabilities:

  • Create and maintain financial models

    • Develop models to facilitate forecasting performance on new product initiatives, sales plans, and various strategic opportunities

    • Maintain and regularly update models with current assumptions, scenario changes and actual results

    • Partner with business development and leaders to assist translating business plans and initiatives into financial assumptions and forecasts

    • Challenge assumptions and highlight financial implications of decisions

    • Analyze profitability measures by product, channel, and markets

    • Ensure models are technically sound, well-structured and documented

  • Produce regular performance analysis of actual results vs. forecast across new business measures, portfolio performance, revenues and expenses 

  • Prepare clear commentary for the business line financial results with actionable insights and key drivers on variances

  • Support and collaborate with corporate finance and fund controller teams

  • Support and collaborate with corporate FP&A teams on expense budgeting and management

    • Work with functional leaders in developing annual expense budgets to support business development

    • Perform actual vs. budget expense analysis and provide clear commentary on variances

    • Act as liaison with procurement and accounts payable for processing disbursements and expense coding.

  • Develop pricing models for new products and initiatives

  • Identify opportunities to automate, simplify and standardize processing utilizing best practices and tools including artificial intelligence


Qualifications and Experience:

  • 6+ years of experience in FP&A, corporate finance or accounting

  • Bachelor’s degree in business related discipline

  • Working knowledge of investment and/or life insurance products

  • Advanced Excel skills and data modeling; working knowledge data analysis tools involving complex data models and financial modeling best practices

  • Demonstrated experience in owning and maintaining complex financial models

  • High attention to detail with strong analytical skills and judgement

  • Ability to work independently in a fast-paced, deadline-driven environment


$147,001.60 - $220,502.40 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 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

Data Analysis Tools
Excel
Financial Modeling
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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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