F&G

Financial Analyst – Investments FP&A

F&G

full-time

Posted on:

Location Type: Remote

Location: United States

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Tech Stack

SQLTableauVBA

About the role

  • Develop, maintain, and optimize data warehouses to extract, validate, and consolidate investment and financial data from multiple sources
  • Design, maintain, and continuously improve Tableau dashboards that provide portfolio performance, investment metrics, and FP&A results
  • Conduct regular data quality audits to identify and resolve discrepancies across reporting databases
  • Help develop and maintain comprehensive financial models for cash flows, fixed income, and private investments
  • Support investment decision-making by conducting sensitivity analysis and what-if scenarios

Requirements

  • Bachelor’s degree in Finance, Data Analytics, Information Systems or related field
  • 2+ years of related professional experience with a strong emphasis on:
  • Data systems and analytics (Tableau, SQL/Snowflake, VBA, Power Query, Clearwater)
  • Public fixed income and private investment modeling
  • FP&A and/or financial reporting
  • CFA designation or MBA is beneficial
Benefits
  • Flexible working arrangements
  • Comprehensive financial models development
  • Robust data analytics and insights generation
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data warehousingdata validationdata consolidationfinancial modelingsensitivity analysiswhat-if scenariosdata quality auditsSQLVBAPower Query
Certifications
CFAMBA