Lead Business Planning Analyst

F&G is hiring for a Lead Business Planning Analyst. 

Job Summary

The Lead Business Planning Analyst is responsible for development & maintenance of datasets, modeling, reporting, and analysis within Retail Planning with a focus on holistic support that optimizes the speed & quality of data-driven decision making across Retail Markets.

This individual will be an analytical expert across the Retail business, owning cross-functional data and insights to aid company decision making, as well as leading efforts to standardize and automate manual processes and reporting. 

Duties and Responsibilities

• Ability to objectively challenge and influence Retail to ensure processes and activities are geared for optimal net income and profitability performance.
• Leads 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

Experience and Education Requirements

• BA/BS in Economics, Finance or similar discipline with analytical background
• Financial Services knowledge; insurance industry preferred
• 6+ years’ experience in a corporate finance / portfolio management environment with 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
• Experience supporting strategic and financial initiatives

Knowledge, Skills & Abilities

• 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 organization 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

Other Requirements

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

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