Sr. Financial Analyst, FP&A- STAT Forecasts & Analysis

Summary

The FP&A function provides senior management with forward looking projections and analysis of F&G’s financial and operating results, connecting strategy to performance.  The FP&A team has a significant contribution to the successful setting of F&G financial targets and the ultimate achievement of them. They also enable management to credibly communicate with external stakeholders.  The FP&A team partners to bring together all of the work of the deeply technical teams across finance, actuarial, investments, reinsurance and the lines of business to deliver value-added business analysis and metrics in support of enterprise-wide decision making.  This team will have a comprehensive understanding of all key business performance drivers and sophisticated financial models.

The Sr. Financial Analyst, FP&A – Statutory Forecasts & Analysis role is responsible for ownership and execution of best-in-class, scalable FP&A short term forecasts & analysis to deliver an integrated, full service performance cycle to public company standards. This role will be pivotal to the success of FP&A through its active partnership across the finance and actuarial departments.

Organization

This position reports to the Director, FP&A Forecasts & Analysis and will interact with multiple teams throughout the company, including but not limited to finance, actuarial, investments, reinsurance and capital.

Duties and Responsibilities

This position is responsible for supporting and executing best-in-class, scalable Stat financial short-term forecasts & analysis.

• Support robust financial forecasting, financial analysis and ad hoc deliverables; synthesize complex concepts to create analysis & explanations that are clear, concise and credible
• Prepare high quality, timely and accurate monthly and quarterly Stat variance analysis and forecasts
• Harness technology to drive automation and efficiencies for flexible turnkey deliveries
• Assist in production and distribution of FP&A Stat 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

The position will partner closely with the FP&A - Performance Analytics and Reporting and FP&A – Projections & Analysis teams, scope as mutually agreed, to provide continuity to actual and emerging financial results.

• Prepare production of analysis for FP&A business decision support requests, including ad hoc analysis of complex financial business issues that impact the organization
• Collaborate across FP&A to inform on business intelligence, align assumptions and ensure integrity of projections and forecast (“no surprises”)
• Partner with the FP&A – Stat Projections & Analysis team to move projections into ‘production’ for use in variance analysis, reporting and business decision support

The position will support other FP&A deliveries, serving as an additional liaison between other Finance teams to ensure a holistic and consistent delivery model. 

• Partner with Financial Reporting on deliverables and dependencies
• Collaborate with business partners and finance to aggregate and distribute Sales results and provide assistance for adhoc reporting
• Audit PBC requests
• Tax team deliverables for provisioning and projections
• Capital & Ratings Management team deliverables for rating agency
• Offshore Bermuda and Cayman teams to integrate results into overall story
• Regulatory forecasts and rating agency forecasts

Experience and Education Requirements.

• Bachelor’s Degree in Accounting, Finance, Actuarial or related field
• 4-6 years related professional experience in financial reporting and/or financial planning & analysis required
• CPA or MBA preferred
• Big-4 Audit Experience highly desirable
• Insurance experience highly desirable
• Knowledge of annuity and life insurance products preferred
• Knowledge of GAAP or Stat accounting practices and principles
• Advanced knowledge of Excel and PowerPoint required
• Experience with projections, general ledgers, databases and report writing is desired