Finance Transformation Analyst II

Athene; West Des Moines (IA); On-site; USD 75,000 - 110,000; Full time

Job summary

Athene is seeking a Finance Transformation Analyst II to leverage extensive finance and accounting experience for transformation projects and process improvements.

You will partner with IT to translate business needs into valuable solutions, while applying AI, advanced Excel, and BI tools to automate and enhance processes across Finance and Accounting.

Join a collaborative team focused on continuous improvement, training, and strong cross-functional relationships to drive efficiency and accuracy.

Qualifications

• 4+ years of Finance or Accounting experience with exposure to investment accounting, corporate accounting, FP&A, tax, or forecasting.

Responsibilities

• Identify and analyze opportunities to improve Finance and Accounting processes.
• Partner with IT to translate business needs into value-added solutions.
• Explore how AI, advanced Excel, and BI tools can automate processes.
• Support project execution through data analysis, cleanup, and testing (UAT).
• Assist with training and adoption of new processes and tools.
• Build SME knowledge of Finance pre- and post-Close processes and systems.

Skills

Finance accounting

Process improvement

Project management

Stakeholder collaboration

AI tools

Advanced Excel/BI

Education

Bachelor's degree in Finance or Accounting

MBA or CPA/CFA a plus

Tools

Power BI

Tableau

Alteryx

Power Query/Automate

AI concepts

Excel

Job description

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:

The Finance Transformation Analyst II will leverage financial and accounting experience and expertise — with a focus in investment accounting, corporate accounting, financial planning & analysis (FP&A), tax accounting, and/or forecasting — to provide dedicated business support to finance transformation projects and process and reporting improvement initiatives.

Accountabilities:

Identify and analyze opportunities to improve Finance and Accounting processes: Analyze processes, controls, data flows, and pain points across Finance and Accounting to identify opportunities to improve efficiency, accuracy, and effectiveness. Research issues and contribute to process, system, and architecture solutions that address business needs while aligning detailed processes and controls with Finance’s strategic vision. Partner with Information Technology teams to translate business needs into solutions: Serve as a liaison between IT and business users to translate business needs into value‑added solutions that support current and future requirements, while independently managing assigned priorities, deliverables, and timelines. Approach process and system limitations with curiosity, staying current on how technology—including AI, advanced Excel, and BI tools—can be applied to improve or automate processes. Provide business support by executing or assisting with project activities: Support project execution through data analysis and cleanup, performance and benefit tracking, issue resolution, test plan development, and user acceptance testing (UAT). Support implementation and change management by assisting with training and adoption of new processes, tools, and capabilities. Build subject‑matter expertise to support the broader Finance organization: Develop working knowledge of Finance’s pre‑ and post‑Close processes and systems, becoming a go‑to resource for process and system information. Build relationships across Finance, Accounting, and Investment teams to understand business needs and the upstream and downstream impacts of process and system changes.

Qualifications and Experience:

• 4+ years of Finance or Accounting experience, with exposure to areas such as investment accounting, corporate accounting, FP&A, tax, or forecasting/budgeting.
• Demonstrated understanding of Finance and Accounting processes, controls, and data flows, with the ability to identify improvement opportunities and translate business needs into clear requirements.
• Proven adaptability and self‑motivated, with demonstrated ability to manage projects, influence change, balance competing priorities, and collaborate with technical and non‑technical stakeholders.
• Experience with process improvement methodologies (e.g., Lean or Six Sigma) and technology tools such as AI, advanced Excel, Power BI, Tableau, Alteryx, or Power Query/Automate preferred.
• Bachelor’s degree in Finance, Accounting, or a related field; advanced degree (e.g., MBA) or professional certification (CPA, CFA) a plus.

Drive. Discipline. Confidence. Focus. Commitment.

Learn more about working at Athene. Athene is a Military Friendly Employer! Learn more about how we support our Veterans.

Athene 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.

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.