Job Description
**Job Summary**
We are seeking a dedicated and analytical individual to join our team as an Investment FP&A Analyst. In this role, you will be responsible for preparing investment portfolio forecasts, attribution/variance analysis, and creating presentation materials to communicate results to senior management. Additionally, you will support the multi-year plan process, including preparing investment-related aspects of the plan model and related presentation materials. You will collaborate with multiple teams across the company, such as Investment Strategy, Investment Accounting, FP&A, Financial Reporting, and Risk, and interact with all levels of Investments & Finance, including the senior leadership team.
The Investments FP&A function is part of our Investment Strategy department. This position reports to the Manager, Investments FP&A, and while there are no direct reports, you will work closely with various teams.
**Duties and Responsibilities**
- Support and partner with business leaders to provide value-added insights into the investment portfolio forecast through a thorough analytical approach.
- Assist in investments multi-year planning, forecasting, and monthly plan vs actual analysis.
- Enhance investment portfolio performance reporting and provide key attribution/drivers for Net Interest Income (NII).
- Participate in developing financial plans (annual budgets, monthly re-forecasts, and long-range strategic plans) related to the investment portfolio, linking analysis to strategic objectives.
- Prepare a monthly reporting package for executive leadership, including earnings analysis, selected financial statement elements, KPIs, and insights into key investment portfolio trends.
- Prepare and deliver reports on the investment portfolio's budget and forecasts to external and internal key stakeholders.
- Contribute to and assist with the preparation of ad-hoc investment forecasting needs.
- Support SOX compliance and adherence to an effective internal control environment related to the investment planning process.
- Foster a culture of financial transparency and continuous improvement.
**Experience and Education Requirements**
- Bachelor's Degree in Accounting or Finance.
- Minimum of 2 years of experience in investment accounting and financial reporting required. FP&A experience preferred.
- CPA or MBA strongly preferred.
- Experience with general ledgers, databases, and report writing is desired.
**Knowledge, Skills & Abilities**
- Knowledge and understanding of STAT and GAAP investment accounting required.
- Knowledge of annuity and life insurance products preferred.
- Proficient knowledge of Excel and PowerPoint required.
- 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 in 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.
- Minimal travel required (less than 10%).
**Work Environments**
We believe in an employee-centric flexible environment, offering in-office, hybrid, and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
We comply with federal and state disability laws and make reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, please contact our HR team.
Join our employee-centric hybrid work environment and be part of a team that values empowerment, collaboration, dynamism, and authenticity. We believe that by embracing these values, we will continue to build and strengthen the company while being a great place to work.
Employment Type: Full-Time
Salary: $ 93,000.00 117,000.00 Per Year
Job Tags
Full time, Flexible hours,