Job Summary
This position will support the development of the financial plan and financial reporting for Peak Altitude. This role will also focus on supporting the Finance Departments execution of due diligence and integration procedures as applicable for acquisitions of partner distribution entities (PDE) identified.
Organization
This position does not have any direct reports currently but this may change as the team grows in the future.
This position reports directly to the Director Peak Altitude Finance and will work closely with PDE Finance Department personnel. This position will collaborate with team members within F&G finance IT and other shared services departments to build and implement the Peak Altitude financial plan and ensure timely and accurate financial reporting.
Duties and Responsibilities
Financial Reporting
- Review financial information including financial statements and management reports for Peak Altitude
- Manage the process to ensure timely and accurate reporting of financial results for Peak Altitude
- Keep up to date with accounting regulations and guidance and ensure Peak Altitude is in compliance with guidance
- Identify relevant GAAP accounting standards for financial reporting purchase accounting and integration activities to ensure accurate accounting policies and processes are established and / or maintained
- Assist with requests of both internal and external auditors
- Establish strong working relationships with PDE finance and other senior leader(s) to promote transparency in financial reporting
- Assist with ad hoc requests and other duties related to financial reporting and analysis as assigned
Integration
Support the Finance Departments due diligence process for potential acquisition opportunities identified for the Peak AltitudeAdvise and / or support PDE to transition from cash to GAAP accounting as applicableEvaluate data and process needs to ensure accurate and complete financial reporting for PDE and Peak AltitudeLiaison with F&G FP&A Treasury Financial Reporting and Tax to ensure all F&G financial reporting needs are met for all PDECollaborate with F&G Internal Audit & Financial Controls to identify and implement as necessary an internal control framework around the financial reporting process of the PDE and within Peak AltitudeWork with F&G Accounting and IT departments along with PDE to ensure proper financial reporting data flowAdvise in the development of process improvements (e.g. use of technology to drive automation) and efficiencies for flexible scalable and accurate processesFinancial Planning
Develop and manage timelines for an efficient comprehensive process to produce financial projections and budgetamounts for each PDEIn partnership with the Director Peak Altitude Finance hold providers of plan deliverables accountable for delivery on a timely basisManage the process for the production and distribution of aggregated GAAP projections and analysis across all PDE considering material nonpublic information (MNPI) requirementsEstablish a comprehensive understanding of key business performance driversUnderstand expense drivers for Peak Altitude as well as for each PDE and represent projected expenses accurately in the planExperience and Education Requirements
Bachelors degree or commensurate experience required7 years operations experience in life insurance and annuity company and / or life insurance and annuity distribution company requiredExperience in financial plan preparation preferredExperience with M&A financial due diligence a plusExperience in independent life insurance and annuity distribution (IMO) financial reporting (Statutory and GAAP) preferredExperience in life insurance and annuity company financial reporting preferredKnowledge of life insurance and annuity products preferredExperience in end-to-end process design project / product management / ownershippreferredExperience with projections general ledgers databases and report writing preferredExperience with Excel and PowerPoint requiredKnowledge Skills and Abilities
Strong interpersonal skills the ability to collaborate with a wide range of teams and individuals to achieve a common goalAbility to influence others outside of formal organizational hierarchyInclined to seek and analyze data / information from a variety of sources to arrive at the best decisions and to align others with the organizations overall strategyAbility to lead and excel in a fast-paced production environment while addressing multiple projects and responsibilitiesExcellent communication and presentation skillsHighly motivated self-starter & team player with a high energy level and willingness to take on responsibilityAbility to translate large amounts of data for analysis and transform this into actionable itemsBuilds trust and camaraderie between team membersUnconditional integrity and commitment to exemplify F&G Cultural values of Authenticity Collaboration Empowerment and DynamicOther Requirements
Perform other functions duties and projects as assignedRegular and punctual attendanceLimited travel required (#IND-HP
#LI-MK1
#LI-Remote
Additional Information
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. During the hiring process youll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process please contact
Join our employee-centric hybrid work environment : F&G Careers
About F&G
Since 1959 Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during lifes unexpected events.
As a national Top Workplace
an Iowa Top Workplace
and a proud equal opportunity employer F&G team members are empowered collaborative dynamic and authentic. We believe that by embracing these values we will continue to build and strengthen the company while continuing to be a great place to work.
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Required Experience :
Manager
Key Skills
Cognos,Forecasting,Hyperion,Dealership Experience,QuickBooks,Accounting,Corporate Finance,Financial Analysis,Financial Modeling,Budgeting,Financial Management,Financial Planning
Employment Type : Full Time
Experience : years
Vacancy : 1