Senior Manager, Finance Operations
Acuity
ERPOracle
Manager, Investment FP&A
F&G
full-time
Posted on:
Location Type: Hybrid
Location: 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
Tech Stack
SQLTableau
About the role
- Lead the portion of the FP&A team responsible for compiling analysis to support underlying Statutory and GAAP investment portfolio results
- Responsible for the timely output of data, analytics and insights that articulate a clear understanding of the results of the Company’s investment portfolio
- Manage the team through the execution of existing processes to deliver investment results to the Investment Committee, Investor Relations and Rating Agencies
- Provide guidance and leadership in the creation of more scalable processes that support broader organizational goals
- Use advanced understanding of investments to assist in developing the narrative for investment portfolio performance
- Assist with the design and delivery of investment results for executive-level presentations, ensuring alignment with corporate FP&A strategy
- Collaborate with other areas of Finance and Investments on how to improve upon the integration of various data sources
- Lead and mentor the team to ensure production of deliverables are completed timely and accurately
- Collaborate with other areas of the organization to understand the needs for additional ad-hoc investment results
- Report directly to the Investment FP&A leader and manage 2 to 3 direct reports
Requirements
- Bachelor’s degree in accounting, finance, or related field
- A minimum of 7 years’ experience in investment accounting, investment reporting and/or financial planning & analysis
- Prior experience supervising or managing a team
- Experience with GAAP and statutory accounting for insurance company general account portfolios (preferred)
- CPA, CFA and/or MBA (preferred)
- Strong Statutory and GAAP accounting and reporting knowledge for limited partnerships, fixed income investments, and structured securities
- High level of proficiency in Excel and PowerPoint; familiarity with SQL, Tableau and Alteryx a plus
- Strong experience with accounting subledger and ledgers, investment data, databases and report writing
- Ability to handle multiple complex tasks and prioritize in a fast-paced environment
- Ability to collaborate with other teams, challenge current processes and drive efficiencies
- Regular and punctual attendance
- Some travel required (less than 10%)
Benefits
- Employee-centric flexible environment
- Ability for in-office, hybrid and remote work arrangements
- Reasonable accommodations for applicants and candidates with disabilities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment accountinginvestment reportingfinancial planning & analysisGAAP accountingstatutory accountingreport writingdata analyticsExcelPowerPointSQL
Soft skills
leadershipmentoringcollaborationprioritizationprocess improvementcommunicationtime managementproblem-solvingteam managementadaptability
Certifications
CPACFAMBA
