FP&A Financial Analyst

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

Job summary

Lensa is hiring a Financial Analyst for Financial Planning & Analysis for Athene in New York. The role involves assisting with financial reporting, planning, and forecasting while providing insights to executive leadership. Ideal candidates will have a degree in finance and relevant experience, preferably with CPA, CFA, or MBA designations.

Qualifications

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

Responsibilities

• Assist in financial reporting and planning.
• Conduct in-depth analysis of revenue and expense categories.
• Maintain COF reporting tools and collaborate with teams.

Skills

Financial Reporting

Financial Analysis

Cross-Team Collaboration

Process Improvement

Excel

PowerPoint

Education

Bachelor’s degree in Accounting, Finance or equivalent

CPA, CFA or MBA designation

Job description

3 days ago Be among the first 25 applicants

Lensa is the leading career site for job seekers at every stage of their career. Our client, Athene, is seeking professionals in New York, NY. Apply via Lensa today!

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

Accountabilities

• 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
• 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
• 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, 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
  
  

$57,280.00 - $85,920.00 USD Annual

Annual Salary for this role is market competitive. Actual salary for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be 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 (https://www.athene.com/about/usa-careers) .

Athene is a Military Friendly Employer! Learn more about how we support our Veterans (https://www.athene.com/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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  IT Services and IT Consulting

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