Job Summary
This position is responsible for preparing the investment portfolio forecast, attribution/variance analysis, and create presentation materials for communicating those results to senior management. In addition, the position is also responsible for supporting the multi-year plan process, including preparing investment-related aspects of the plan model and related presentation materials. This position will work with multiple teams throughout the company, including but not limited to Investment Strategy, Investment Accounting, FP&A, Financial Reporting, and Risk, and will interact with all levels of Investments & Finance, including the senior leadership team.
The Investments FP&A function sits within the Investment Strategy department at F&G. This position reports to the Manager, Investments FP&A and will have no direct reports but works with multiple teams.
Duties and Responsibilities
- Support and partner with individuals including the leaders across the business to provide value-added insight into the investment portfolio’s forecast thorough analytical approach.
- Support investments multi-year planning, forecasting and monthly plan vs actual analysis.
- Enhance investment portfolio performance reporting and provide NII key attribution/drivers.
- Participate in an efficient and comprehensive process for developing financial plans (annual budgets, monthly re-forecasts, and long-range strategic plans) related to the investment portfolio, linking analysis to the strategic objectives.
- Prepare a monthly reporting package related to the investment portfolio for executive leadership that includes earnings analysis, selected elements of the financial statements, KPI’s, and insights into key investment portfolio trends.
- Prepare and deliver reporting on the Investment portfolio’s budget and forecasts to external & internal key stakeholders.
- Contribute and assist with preparation of ad-hoc investment forecasting needs.
- Support SOX compliance and adherence to an effective internal control environment as it relates to the investment planning process.
- Support culture of financial transparency and continuous improvement.
Experience and Education Requirements
- Bachelor’s Degree in Accounting or Finance.
- Minimum of 2 years experience required in investment accounting, and financial reporting, required. FP&A experience preferred.
- CPA or MBA strongly preferred.
- Experience with general ledgers, databases and report writing is desired.
Knowledge, Skills & Abilities
- Knowledge and understanding of STAT and GAAP investment accounting required.
- Knowledge of annuity and life insurance products preferred
- Proficient knowledge of Excel and PowerPoint required
- Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationship with others
- A passion for new challenges, leadership and delivering results
- Strong intuitive and analytical skills
- Ability to handle multiple complex tasks and prioritize in a fast-paced environment
- Ability to think ahead and conduct strategic planning
- Expertise and experience of improving processes and utilizing technology to improve efficiencies
- Self-directed individual who works well with teams
Other Requirements
- Perform other functions, duties and projects, as assigned.
- Regular and punctual attendance.
- Minimal travel required (less than 10%).
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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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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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