Lead Financial Analyst

Summary

Join our team as a Lead Financial Analyst, FP&A (STAT) and play a pivotal role in delivering integrated financial performance cycles to public company standards. This position will lead scalable financial forecasts & analysis, provide informal leadership to others on the FP&A team, and interact with multiple teams throughout the company.

Requirements

• Bachelor’s degree required with preference in Accounting/Finance
• Minimum 5 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

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

Benefits

Ability for in-office, hybrid and remote work arrangements