Finance Manager

Role Overview

• Support the development of the financial plan and financial reporting 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
• 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
• 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

Requirements

• 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.

Benefits

• Flexible working arrangements