Business Planning Analyst

Job Summary

The Business PlanningAnalyst primarily provides support services for the financial reporting, budgeting andforecasting for F&G’s Retail division. This position will also provide some support services for business planning across F&G’s Insurance Group. 

This position reports to the Manager, Retail Business Planning. 

Duties and Responsibilities

• Assist with gathering and analysis of data to support financial reporting and budgeting and forecasting for Retail division
• Budgeting/Forecasting
  • Prepare month end reporting and analyses.
  • Participate in month end reviews with department leaders.
  • Prepare summary reporting to share with Insurance Group leadership.
  • Create and manage files and datamodels.
  • Prepare historical data for the budget center leaders.
  • Partner with Retail Business Planning team to assist budget center leaders in completing the budget templates
  • Analyze budget submissions to ensure they comply with the guidance provided by leadership.
  • Consolidate budget data for leadership review and assist in preparing presentation for leadership.
  • Collaborate to improve the budget template and process.
• Maintain calendars of key deliverables.
• Participate in the team’s continuous process improvement culture - empowered to identify, recommend, and implement process improvement opportunities (including automation). Collaborate with cross functional teams on improving data reporting and evaluate automation opportunities.

Experience and Education Requirements

• BA/BS in Economics, Finance or related field
• Minimum of 1 year experience in a corporate finance/portfolio management environment with emphasis on analytics. Experience in insurance industry preferred.
• Experience supporting strategic and financial initiatives

Knowledge, Skills & Abilities

• A passion for new challenges and delivering results
• Ability to manipulate and analyze raw data sets
• Strong intuitive skills; ability to think ahead and support strategic and financial planning
• Effective communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others
• Ability to successfully manage relationships across all levels and provide consultative partnership
• Strong organizational and prioritization skills including problem solving with attention to detail
• 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
• Demonstrates commitment to personal and professional development by seeking feedback and driving continuous development; demonstrates an openness to change and actively leads change
• Knowledge of financial modeling & reporting
• Knowledge & experience of modeling & reporting via Excel, PowerPoint, SQL (desired), Smartview (desired), and Onestream (desired)

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Some travel required (less than 10%)

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