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 3 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%)
#IND-HP
#LI-MK1
#LI-Remote
Additional Information
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 talentacquisition@fglife.com.
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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