Business Planning Analyst

Job Summary

The Business PlanningAnalyst primarily provides support services for the financial reporting, budgeting andforecasting for F&G’s Retail division. This position will also provide some support services for business planning across F&G’s Insurance Group.

This position reports to the Manager, Retail Business Planning.

Duties and Responsibilities

• Assist with gathering and analysis of data to support financial reporting and budgeting and forecasting for Retail division
• Budgeting/Forecasting
  • Prepare month end reporting and analyses.
  • Participate in month end reviews with department leaders.
  • Prepare summary reporting to share with Insurance Group leadership.
  • Create and manage files and datamodels.
  • Prepare historical data for the budget center leaders.
  • Partner with Retail Business Planning team to assist budget center leaders in completing the budget templates
  • Analyze budget submissions to ensure they comply with the guidance provided by leadership.
  • Consolidate budget data for leadership review and assist in preparing presentation for leadership.
  • Collaborate to improve the budget template and process.
• Maintain calendars of key deliverables.
• Participate in the team’s continuous process improvement culture - empowered to identify, recommend, and implement process improvement opportunities (including automation). Collaborate with cross functional teams on improving data reporting and evaluate automation opportunities.

Experience and Education Requirements

• BA/BS in Economics, Finance or related field
• Minimum of 1 year experience in a corporate finance/portfolio management environment with emphasis on analytics. Experience in insurance industry preferred.
• Experience supporting strategic and financial initiatives

Knowledge, Skills & Abilities

• A passion for new challenges and delivering results
• Ability to manipulate and analyze raw data sets
• Strong intuitive skills; ability to think ahead and support strategic and financial planning
• Effective communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others
• Ability to successfully manage relationships across all levels and provide consultative partnership
• Strong organizational and prioritization skills including problem solving with attention to detail
• Engaged by a dynamic work environment where empowerment, collaboration and innovation are encouraged
• Authentic team member who is transparent with others regarding decisions made and delivers on commitments
• Ability to handle multiple complex tasks and prioritize in a fast-paced environment
• Demonstrates commitment to personal and professional development by seeking feedback and driving continuous development; demonstrates an openness to change and actively leads change
• Knowledge of financial modeling & reporting
• Knowledge & experience of modeling & reporting via Excel, PowerPoint, SQL (desired), Smartview (desired), and Onestream (desired)

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Some travel required (less than 10%)

Additional Information

Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for 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.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].

Join our employee-centric hybrid work environment: F&G Careers

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.

As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

1Top Workplaces USA 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

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