Remote Lead Business Planning Analyst

Summary

Join F&G as a Lead Business Planning Analyst and contribute to the development & maintenance of datasets, modeling, reporting, and analysis within Retail Planning. This role will require strong relationships with business stakeholders & leaders across Retail, HR, and Finance teams.

Requirements

• BA/BS in Economics, Finance or similar discipline with analytical bias
• Financial Services knowledge; insurance industry preferred
• 6+ years’ experience in a corporate finance / portfolio management environment with heavy emphasis on analytics
• Strong background in finance, with considerable analytical skills and the ability to take raw data, analyze it and present it to senior management to aid in the decision-making process across key areas of business
• Strong knowledge of financial modeling & reporting
• Strong knowledge & experience of modeling & reporting via Excel, PowerPoint, SQL, Smartview, and Onestream
• Experience supporting strategic and financial initiatives

Responsibilities

• Ability to objectively challenge and influence Retail to ensure processes and activities are geared for optimal net income and profitability performance
• Supports Retail, in partnership with Finance, through cyclical processes (annual planning, target-setting, budget-setting, forecasting and financial reporting) and strategy-based processes (strategic initiatives, multi-year planning and capital planning)
• Facilitates building out new processes in Retail through partnerships with Finance
• Conduct targeted analyses on high-priority topics and initiatives to support the Retail Business financial and operational execution to Retail strategies and goals. Leverages scenario modeling to consider future outcomes to inform the Retail Business Unit strategy and planning
• Analyzes and interprets information in sophisticated and audience appropriate ways; helps tell the Retail financial and strategic story
• Analyze and maintain Retail driver-based expense and forecast models, including headcount tracking and forecasts, to illustrate impact and return of near-term and longer-term strategic goals within the Retail portfolio; Work with stakeholders and utilize benefit outcome analysis to recommend optimal investment mix to maximize Retail expenses & portfolio value
• Analyze underlying information trends to inform business and financial forecasts
• Analyze operational and behavioral metrics to support business decisions

Preferred Qualifications

• Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others
• A passion for new challenges, leadership and delivering results
• Strong intuitive and analytical skills; ability to think ahead and support strategic and financial planning
• Ability to successfully manage relationships across all levels and provide strong consultative partnership
• Strong organizational and prioritization skills

Benefits

Hybrid work arrangements