Senior Financial Analyst - Investments, FP&A

Summary

Join Fidelity & Guaranty Life Insurance Company (F&G) as an Investments FP&A Analyst! This role focuses on preparing investment portfolio forecasts, attribution analysis, and presentations for senior management. You will also support the multi-year planning process and collaborate with various teams across the company. The position requires a Bachelor's degree in Accounting or Finance, a minimum of two years of experience in investment accounting and financial reporting, and strong analytical and communication skills. FP&A experience and a CPA or MBA are preferred. F&G offers a flexible work environment with options for in-office, hybrid, and remote work arrangements.

Requirements

• Bachelor’s Degree in Accounting or Finance
• Minimum of 2 years experience required in investment accounting, and financial reporting
• Knowledge and understanding of STAT and GAAP investment accounting required
• Proficient knowledge of Excel and PowerPoint required
• Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationship with others
• Regular and punctual attendance

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
• Perform other functions, duties and projects, as assigned

Preferred Qualifications

• FP&A experience preferred
• CPA or MBA strongly preferred
• Experience with general ledgers, databases and report writing is desired
• Knowledge of annuity and life insurance products preferred

Benefits

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