What are the responsibilities and job description for the Director Financial Planning & Analysis position at Athene?
We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ourselves against the best - and then we don't stop until we've set the bar even higher. We're ready to help you achieve more.
Purpose:
We are seeking a Director Financial Planning and Analysis (FP&A) to play a pivotal role to help analyze, forecast and optimize the company’s $300b investment portfolio. This role will support the financial planning process, guiding strategic decisions that enhance the profitability and sustainability of our insurance products and services. The ideal candidate thrives in a fast-paced environment and will have a deep understanding of investments and the insurance industry, in addition to having exceptional analytical skills and a proven track record of working with cross-functional teams (particularly with Investment & Actuarial teams) to drive financial performance and strategic initiatives.
Accountabilities:
Athene is a Military Friendly Employer! Learn more about how we support our Veterans.
Athene celebrates diversity, is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.
Purpose:
We are seeking a Director Financial Planning and Analysis (FP&A) to play a pivotal role to help analyze, forecast and optimize the company’s $300b investment portfolio. This role will support the financial planning process, guiding strategic decisions that enhance the profitability and sustainability of our insurance products and services. The ideal candidate thrives in a fast-paced environment and will have a deep understanding of investments and the insurance industry, in addition to having exceptional analytical skills and a proven track record of working with cross-functional teams (particularly with Investment & Actuarial teams) to drive financial performance and strategic initiatives.
Accountabilities:
- Investment Forecasting and Analysis Support:
- Assist in forecasting and analyzing the company’s investment results, focusing on optimizing earnings while managing capital and risk
- Conduct detailed financial analysis to evaluate past and future performance of various asset classes within the insurance portfolio
- Financial Planning Integration:
- Incorporate investment insights into the broader financial planning process – analyzing actual results and drivers, near-term forecasting , and long-term financial modeling efforts
- Manage monthly, quarterly, and annual forecasting processes to ensure accurate and timely financial projections
- Financial Analysis:
- Conduct in-depth analysis of financial performance, identifying trends, and providing actionable insights to drive business decisions
- Monitor and evaluate the performance of the company’s investment portfolio, including fixed income, mortgages, alternative investments and derivatives
- Reporting and Presentation:
- Prepare and present comprehensive financial reports to senior management
- Develop and maintain dashboards and key performance indicators (KPIs) to track financial performance and highlight trends, risk and opportunities
- Collaboration and Cross-Functional Support:
- Work closely with other departments, primarily Investments / Portfolio Management but also Actuarial, Treasury / Capital Management, Risk, etc) to provide insights into market trends, investment opportunities and risk management to support business initiatives
- Partner with IT to ensure robust financial systems and tools are in place for accurate data collection and reporting
- Risk Management and Compliance:
- Ensure compliance with financial regulations and industry standards
- Identify and mitigate financial risks, implementing effective controls and processes
- Education:
- Bachelor’s degree in Finance, Math, Accounting, Economics, or a related field. FSA, MBA or CFA is a plus.
- Experience:
- 8 years of experience in investments, financial planning and analysis, and/or actuarial analysis. Management experience is a plus.
- Proven track record of driving financial performance and providing strategic financial leadership.
- Skills:
- Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights
- Proficiency in financial modeling and forecasting tools, as well as advanced knowledge of Excel and financial software systems
- High attention to detail and a commitment to accuracy and quality in financial reporting and analysis
- Excellent communication and presentation skills, with the ability to influence key stakeholders
Athene is a Military Friendly Employer! Learn more about how we support our Veterans.
Athene celebrates diversity, is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.
