VP FP&A

Overview

We are seeking a highly driven, intellectually curious, and technically elite Vice President, Financial Planning & Analysis, to lead the development, oversight, and evolution of our financial planning and forecasting capabilities. This role is responsible for integrating complex financial data across the organization, including cost of funds, derivatives, asset portfolios, etc., with an emphasis on forecast model development and asset portfolio analysis and forecast integration.

• Lead overall oversight, development, and enhancement of enterprise FP&A models.
• Aggregate cost of funds, derivatives, assets, treasury, accounting, and other financial data into a comprehensive financial plan.
• Ensure models appropriately capture asset and liability interactions, interest rate scenarios, and other complex financial analytics.
• Drive model governance, documentation, controls, and consistency across planning and forecasting cycles.
• Oversee analysis of actual‑to‑expected results against forecasted net investment income.
• Partner with the asset manager and investment modeling teams to evaluate drivers of investment income performance.
• Lead attribution analysis explaining changes in forecasted investment income from one period to the next.
• Assess the impact of asset portfolio activity, derivative positions, cost of funds, reinvestment assumptions, and interest rate scenarios on projected financial results.
• Provide strategic recommendations to senior management based on financial projections, scenario analysis, and performance trends.
• Translate complex actuarial, investment, accounting, treasury, and financial data into actionable insights.
• Support enterprise decision‑making through rigorous analysis of financial performance, capital impacts, and earnings drivers.
• Oversee team interaction with investment modeling teams, asset managers, actuarial, treasury, accounting, tax, capital, and finance partners.
• Identify and mitigate financial forecasting, model, data quality, and reporting risks.
• Ensure FP&A models and processes are well‑controlled, documented, and aligned with internal governance expectations.
• Strengthen consistency, transparency, and reliability of forecast outputs.

• Bachelor's degree in Finance, Mathematics, Actuarial Science, Accounting, Economics, Engineering, Statistics, or a related quantitative field.
• FSA, ASA, CFA, MBA, CPA, or advanced quantitative degree strongly preferred.
• Minimum of 10 years of experience in FP&A, actuarial analysis, investment modeling, corporate finance, insurance finance, consulting, professional services, deal teams, or related analytical roles.
• At least 5 years of management experience.
• Experience in insurance, annuities, asset‑intensive insurance, asset‑liability management, investment income forecasting, or financial services strongly preferred.
• Strong actuarial, quantitative, financial modeling, and analytical skills.
• Deep understanding of asset/liability interactions, interest rate scenarios, investment income drivers, and financial forecasting.
• Excellent communication and presentation skills, with the ability to influence senior management and cross‑functional stakeholders.
• Ability to lead complex modeling and forecasting processes in a fast‑paced environment.
• Strong leadership skills with a focus on developing technical talent.

We are driven to do more for our customers and the financial professionals who offer our products. We offer a dynamic work environment across multiple locations and a commitment to inclusion.

We are committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law. Athene is a Military Friendly Employer. Learn more about how we support our Veterans.