Role Description

This position will support the development of the financial plan and financial reporting for Peak Altitude. This role will also focus on supporting the Finance Department’s execution of due diligence and integration procedures, as applicable, for acquisitions of partner distribution entities (PDE) identified.

This position reports directly to the Director, Peak Altitude Finance and will work closely with PDE Finance Department personnel. This position will collaborate with team members within F&G finance, IT and other shared services departments to build and implement the Peak Altitude financial plan and ensure timely and accurate financial reporting.

Duties and Responsibilities

• Financial Reporting
  • Review financial information, including financial statements and management reports, for Peak Altitude.
  • Manage the process to ensure timely and accurate reporting of financial results for Peak Altitude.
  • Keep up to date with accounting regulations and guidance and ensure Peak Altitude is in compliance with guidance.
  • Identify relevant GAAP accounting standards for financial reporting, purchase accounting and integration activities to ensure accurate accounting policies and processes are established and/or maintained.
  • Assist with requests of both internal and external auditors.
  • Establish strong working relationships with PDE finance and other senior leader(s) to promote transparency in financial reporting.
  • Assist with ad hoc requests and other duties related to financial reporting and analysis, as assigned.
• Integration
  • Support the Finance Department’s due diligence process for potential acquisition opportunities identified for the Peak Altitude.
  • Advise and/or support PDE to transition from cash to GAAP accounting, as applicable.
  • Evaluate data and process needs to ensure accurate and complete financial reporting for PDE and Peak Altitude.
  • Liaison with F&G FP&A, Treasury, Financial Reporting, and Tax to ensure all F&G financial reporting needs are met for all PDE.
  • Collaborate with F&G Internal Audit & Financial Controls to identify and implement, as necessary, an internal control framework around the financial reporting process of the PDE and within Peak Altitude.
  • Work with F&G Accounting and IT departments along with PDE to ensure proper financial reporting data flow.
  • Advise in the development of process improvements (e.g., use of technology to drive automation) and efficiencies for flexible, scalable and accurate processes.
• Financial Planning
  • Develop and manage timelines for an efficient, comprehensive process to produce financial projections and budget amounts for each PDE.
  • In partnership with the Director, Peak Altitude Finance, hold providers of plan deliverables accountable for delivery on a timely basis.
  • Manage the process for the production and distribution of aggregated GAAP projections and analysis across all PDE, considering material nonpublic information (MNPI) requirements.
  • Establish a comprehensive understanding of key business performance drivers.
  • Understand expense drivers for Peak Altitude as well as for each PDE and represent projected expenses accurately in the plan.

Qualifications

• Bachelor's degree or commensurate experience required.
• 7+ years’ operations experience in life insurance and annuity company and/or life insurance and annuity distribution company required.
• Experience in financial plan preparation preferred.
• Experience with M&A financial due diligence a plus.
• Experience in independent life insurance and annuity distribution (IMO) financial reporting (Statutory and GAAP) preferred.
• Experience in life insurance and annuity company financial reporting preferred.
• Knowledge of life insurance and annuity products preferred.
• Experience in end-to-end process design, project/product management/ownership preferred.
• Experience with projections, general ledgers, databases and report writing preferred.
• Experience with Excel and PowerPoint required.

Knowledge, Skills and Abilities

• Strong interpersonal skills – the ability to collaborate with a wide range of teams and individuals to achieve a common goal.
• Ability to influence others outside of formal organizational hierarchy.
• Inclined to seek and analyze data/information from a variety of sources to arrive at the best decisions and to align others with the organization's overall strategy.
• Ability to lead and excel in a fast-paced production environment while addressing multiple projects and responsibilities.
• Excellent communication and presentation skills.
• Highly motivated, self-starter & team player with a high energy level and willingness to take on responsibility.
• Ability to translate large amounts of data for analysis and transform this into actionable items.
• Builds trust and camaraderie between team members.
• Unconditional integrity and commitment to exemplify F&G Cultural values of Authenticity, Collaboration, Empowerment and Dynamic.

Other Requirements

• Perform other functions, duties and projects as assigned.
• Regular and punctual attendance.
• Limited travel required (<5%).