Retail Business Planning Manager

Summary

Join Fidelity & Guaranty Life Insurance Company (F&G) as the Manager, Retail Business Planning! Oversee recurring processes like monthly/quarterly reporting, invoicing, and ad-hoc projects. You will manage a small team supporting Retail Markets, leveraging data insights for decision-making and process improvement. Build strong relationships with stakeholders across Retail, HR, and Finance. Ensure alignment with the Planning & Profitability team's goals and the Retail Markets strategic plan. This role requires strong analytical skills, financial modeling expertise, and experience in a corporate finance environment. F&G offers a flexible work environment with options for in-office, hybrid, and remote work arrangements.

Requirements

• BA/BS in Economics, Finance or similar discipline with analytical bias
• Financial Services knowledge; insurance industry preferred
• 7+ years’ experience in a corporate finance / FP&A / Expense Modeling 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 management to aid in the decision-making process across key areas of business
• Strong knowledge of financial modeling & reporting
• Strong knowledge of modeling & reporting via Excel, PowerPoint, SQL, Smartview, and Onestream
• Experience supporting strategic and financial initiatives
• Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others
• Intermediate knowledge of Microsoft Office applications (Word, Excel, PowerPoint, Access)

Responsibilities

• Objectively challenge and influence Retail Budget Center Owners to ensure processes and activities are geared for optimal net income and profitability performance
• Lead 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)
• Facilitate 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. Leverage scenario modeling to consider future outcomes to inform the Retail Business Unit strategy and planning
• Analyze and interpret information in sophisticated and audience-appropriate ways; help 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
• Perform other functions, duties and projects as assigned
• Maintain regular and punctual attendance

Preferred Qualifications

• 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
• Engaged by a dynamic work environment where empowerment, collaboration and innovation are encouraged
• Authentic team member who is transparent with others regarding decisions made and delivers on commitments
• Ability to handle multiple complex tasks and prioritize in a fast-paced environment
• Ability to exude confidence and credibility as a leader; inspires confidence and respect; demonstrates assertiveness and projects and professional image
• Demonstrates decisiveness, shows the courage to confront, challenge and assist important issues and tough decisions, even in ambiguous circumstances
• Demonstrates commitment to personal and professional development by seeking feedback, remaining open to criticism and working through a personal development plan; demonstrates an openness to change and actively leads change
• Ability to support the vision with effective long-term strategic and financial plans

Benefits

Ability for in-office, hybrid and remote work arrangements