Sr Manager FP&A

Athene • Conshohocken, PA

2d

About The Position

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations. Purpose: Senior FP&A Analyst to support financial planning, forecasting and performance analysis for private placement insurance product offerings and tax advantaged fund product platform. This role will have primary ownership of complex financial models used to support management decision-making for the product line. The Senior FP&A Analyst is expected to work independently, exercise sound judgement around assumptions, and proactively identify risk and opportunities. The role is highly technical, with a strong emphasis on financial modeling and advanced Excel skills.

Requirements

• 5-7 years of experience in FP&A, corporate finance or accounting
• Bachelor’s degree in business related discipline
• Working knowledge of investment and/or life insurance products
• Advanced Excel skills and data modeling; working knowledge data analysis tools involving complex data models and financial modeling best practices
• Demonstrated experience in owning and maintaining complex financial models
• High attention to detail with strong analytical skills and judgement
• Ability to work independently in a fast-paced, deadline-driven environment

Responsibilities

• Create and maintain financial models
• Develop models to facilitate forecasting performance on new product initiatives, sales plans, and various strategic opportunities
• Maintain and regularly update models with current assumptions, scenario changes and actual results
• Partner with business development and leaders to assist translating business plans and initiatives into financial assumptions and forecasts
• Challenge assumptions and highlight financial implications of decisions
• Analyze profitability measures by product, channel, and markets
• Ensure models are technically sound, well-structured and documented
• Produce regular performance analysis of actual results vs. forecast across new business measures, portfolio performance, revenues and expenses
• Prepare clear commentary for the business line financial results with actionable insights and key drivers on variances
• Support and collaborate with corporate finance and fund controller teams
• Support and collaborate with corporate FP&A teams on expense budgeting and management
• Work with functional leaders in developing annual expense budgets to support business development
• Perform actual vs. budget expense analysis and provide clear commentary on variances
• Act as liaison with procurement and accounts payable for processing disbursements and expense coding.
• Develop pricing models for new products and initiatives
• Identify opportunities to automate, simplify and standardize processing utilizing best practices and tools including artificial intelligence

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level