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Sr. Financial Analyst - Investments, FP&A

Remote:

Full Remote

Experience:

Mid-level (2-5 years)

Work from:

United States

Offer summary

Qualifications:

Bachelor’s Degree in Accounting or Finance, Minimum of 2 years experience in investment accounting or financial reporting, CPA or MBA strongly preferred, Proficient in Excel and PowerPoint.

Key responsabilities:

Prepare investment portfolio forecasts and analyses
Support multi-year planning and budgeting processes

F&G Insurance SME https://www.fglife.com/

501 - 1000 Employees

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Job description

Job Summary

This position is responsible for preparing the investment portfolio forecast, attribution/variance analysis, and create presentation materials for communicating those results to senior management. In addition, the position is also responsible for supporting the multi-year plan process, including preparing investment-related aspects of the plan model and related presentation materials. This position will work with multiple teams throughout the company, including but not limited to Investment Strategy, Investment Accounting, FP&A, Financial Reporting, and Risk, and will interact with all levels of Investments & Finance, including the senior leadership team.

The Investments FP&A function sits within the Investment Strategy department at F&G. This position reports to the Manager, Investments FP&A and will have no direct reports but works with multiple teams.

Duties and Responsibilities

Support and partner with individuals including the leaders across the business to provide value-added insight into the investment portfolio’s forecast thorough analytical approach.
Support investments multi-year planning, forecasting and monthly plan vs actual analysis.
Enhance investment portfolio performance reporting and provide NII key attribution/drivers.
Participate in an efficient and comprehensive process for developing financial plans (annual budgets, monthly re-forecasts, and long-range strategic plans) related to the investment portfolio, linking analysis to the strategic objectives.
Prepare a monthly reporting package related to the investment portfolio for executive leadership that includes earnings analysis, selected elements of the financial statements, KPI’s, and insights into key investment portfolio trends.
Prepare and deliver reporting on the Investment portfolio’s budget and forecasts to external & internal key stakeholders.
Contribute and assist with preparation of ad-hoc investment forecasting needs.
Support SOX compliance and adherence to an effective internal control environment as it relates to the investment planning process.
Support culture of financial transparency and continuous improvement.

Experience and Education Requirements

Bachelor’s Degree in Accounting or Finance.
Minimum of 2 years experience required in investment accounting, and financial reporting, required. FP&A experience preferred.
CPA or MBA strongly preferred.
Experience with general ledgers, databases and report writing is desired.

Knowledge, Skills & Abilities

Knowledge and understanding of STAT and GAAP investment accounting required.
Knowledge of annuity and life insurance products preferred
Proficient knowledge of Excel and PowerPoint required
Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationship with others
A passion for new challenges, leadership and delivering results
Strong intuitive and analytical skills
Ability to handle multiple complex tasks and prioritize in a fast-paced environment
Ability to think ahead and conduct strategic planning
Expertise and experience of improving processes and utilizing technology to improve efficiencies
Self-directed individual who works well with teams

Other Requirements

Perform other functions, duties and projects, as assigned.
Regular and punctual attendance.
Minimal travel 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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