FP&A Financial Analyst

Athene; New York (NY); On-site; USD 57,000 - 86,000; Full time

Job summary

An established industry player is seeking a Financial Analyst for Financial Planning & Analysis. This role involves assisting in annual planning, quarterly forecasting, and financial reporting. The ideal candidate will have a strong background in financial analysis, collaboration with actuarial teams, and process improvement. The position offers a competitive salary and the chance to contribute to strategic financial decisions in a dynamic environment. Join a company committed to diversity and inclusion, where your skills can make a real impact.

Qualifications

• 3+ years of job-related experience preferred.
• Life and Annuity Insurance experience preferred.

Responsibilities

• Assist in the preparation of annual planning and quarterly forecasting.
• Support development of plan and forecast documents.
• Conduct in-depth analysis of targeted line items.

Skills

Financial Reporting

Cross-Team Collaboration

Financial Analysis

Process Improvement

Advanced Excel

PowerPoint

Education

Bachelor’s degree in Accounting, Finance, Actuarial

CPA, CFA, or MBA designation

Job description

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:

The Financial Analyst for Financial Planning & Analysis will be responsible for assisting in the preparation of the annual planning and quarterly forecasting for Athene, as well as assisting with quarterly analysis.

Accountabilities:

1. Financial Reporting
   • Support the development of plan and forecast documents, including presentation decks.
   • Assist in creating quarterly GAAP earnings materials and STAT Cost of Fund (COF) presentations for the executive leadership team.
   • Maintain and enhance COF reporting tools for plan/forecast and actual results analysis.
   • Collaborate on planning, forecasting, and variance messaging for Athene and Apollo’s executive leadership team.
2. Cross-Team Collaboration
   • Partner with actuarial functions to conduct relevant analyses, challenging financial plans and leading indicators to identify improvement opportunities.
   • Support the development, execution, and monitoring of corporate strategy through relevant variance and financial analyses.
3. Financial Analysis and Process Improvement
   • Conduct in-depth analysis of targeted line items and specific revenue and expense categories within the COF.
   • Propose and implement process improvements in the GAAP/STAT actual process.
   • Assist in maintaining and developing assumptions for the plan/forecast process.
   • Participate in ad hoc financial analysis projects as needed.

Qualifications and Experience:

• CPA, CFA, or MBA designation a plus.
• Life and Annuity Insurance experience preferred.
• Analysis experience, with emphasis in asset or liability analysis, a plus.
• Advanced knowledge of Excel and PowerPoint.
• 3+ years of job-related experience preferred.
• Bachelor’s degree in Accounting, Finance, Actuarial, or an equivalent combination of education and experience required.

Salary Range: $57,280.00 - $85,920.00 USD annually.

The annual salary for this role is market competitive. Actual salary will be based on geographic location, work experience, education, licensure requirements, and skill level, finalized at the time of offer. Depending on the role, a discretionary bonus plan or variable sales incentive may be included.

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 celebrates diversity, is committed to inclusion, and is proud to be an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status, or any other protected status under law.