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%)
#LI-remote #LI-JB1
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, you'll 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 [email protected].
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 life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 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.
1Top Workplaces USA 2022 – 2023
2Des Moines Register Top Workplaces 2018 – 2022
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Top Skills
What We Do
Established in 1959, F&G is headquartered in Des Moines, Iowa, and offers unique life insurance and annuity solutions to meet individual financial security needs through a national network of financial professionals. Our products have protected over 700,000 people across the United States.
F&G is a company of individuals who believe in the power of partnerships, encourage innovation and creativity, and are transparent about decisions while delivering on their commitments. These values allow F&G to help you turn your aspirations into reality.
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