What are the responsibilities and job description for the Sr. Financial Analyst - Investments, FP&A position at Fidelity & Guaranty Life Insurance Company?
Job Description
Job Description
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
Knowledge, Skills & Abilities
Other Requirements
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, 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 talentacquisition@fglife.com.
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.
1 Top Workplaces USA 2022 – 2023
2 Des Moines Register Top Workplaces 2018 – 2022
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