Manager – Investments FP&a

F&G is hiring for a Manager, Investments FP&A.

This position is responsible for preparing the investment portfolio forecast & attribution and creating presentation materials for presenting communicating those results to senior management.  The position is also responsible for supporting the multi-year plan process, including preparing investment-related aspects of the plan model and related presentation materials.  The role requires collaboration with various teams, including Investment Strategy, FP&A, Financial Reporting, and Risk, and entails interaction with all levels of the Investments & Finance departments, including senior leadership.

The Investments FP&A function is part of the Investment Strategy department at F&G.  This position reports to the Director, Investments FP&A and will likely have one direct report.

Responsibilities Include

• Support and partner with individuals including the leaders across the business to provide value-added insight into the investment portfolio’s forecast through analytical approach.
• Support Investments’ multi-year planning, forecasting and monthly plan vs. actual analysis.
• Enhance investment portfolio performance reporting and provide NII key attribution/drivers.
• Oversee and provide leadership to an efficient and comprehensive process for developing financial plans (annual budgets, monthly re-forecasts, and long-range strategic plans) related to the investment portfolio, linking analysis to the strategic objectives.
• Oversee and help prepare a monthly reporting package related to the investment portfolio for executive leadership that includes earnings analysis, selected elements of the financial statements, KPIs, and insights into key investment portfolio trends.
• Help deliver reporting on the Investment portfolio’s budget and forecasts to external & internal key stakeholders.
• Supervise and help deliver multi-year alternative asset projections for Capital Committee meetings, including forecasts of NAV and NII
• Contribute and assist with the preparation of ad-hoc investment forecasting needs.
• Support SOX compliance and adherence to an effective internal control environment as it relates to the investment planning process. 
• Support culture of financial transparency and continuous improvement.

Experience and Education Requirements

• Bachelor’s Degree in Accounting or Finance

• CPA or MBA preferred but not required
• 7+ years related professional experience in financial reporting, investment accounting and/or FP&A required
• STAT and GAAP investment accounting understanding preferred
• Knowledge of annuity and life insurance products preferred
• Advanced knowledge of Excel and PowerPoint required
• Experience with general ledgers, databases and report writing is desired
• Prior management experience preferred

Knowledge, Skills & Abilities

• Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others
• A passion for new challenges, leadership and delivering results
• Strong intuitive and analytical skills
• Ability to handle multiple complex tasks and prioritize in a fast-paced environment
• Ability to think ahead and conduct strategic planning
• Expertise and experience of improving processes and utilizing technology to improve efficiencies
• Self-directed individual who works well with teams

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Some travel required (less than10%)

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