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