FP&A Director

Overview

We are seeking a strategic and detail-oriented Director, Financial Planning & Analysis, to lead statutory income statement projections, legal entity forecasting, capital plan support, and tax forecasting coordination. This role will oversee a Senior Financial Analyst and work closely with Capital, Tax, Accounting, Actuarial, Treasury, and other Finance partners to ensure accurate and consistent financial projections.

• Lead statutory income statement projections for assigned legal entities.
• Oversee legal entity projections supporting statutory forecasting, capital planning, and tax forecasting.
• Ensure forecast assumptions are reasonable, consistent, and aligned with actual results and business trends.
• Analyze run rates, emergence patterns, forecast launches, and actual-to-forecast relationships.
• Partner with the Capital team to support legal entity capital plan projections.
• Collaborate with the Tax team to provide forecast inputs and analysis for tax planning and forecasting.
• Ensure financial projections are aligned across statutory, capital, and tax views.
• Identify and communicate key drivers, risks, and changes in legal entity projections.
• Work closely with Accounting teams to reconcile actual results as they launch off the forecast, review variances, and assess run rates and patterns.
• Maintain strong controls, documentation, and governance around forecast processes.
• Manage and develop a Senior Financial Analyst, providing guidance on statutory forecasting, analysis, actuals reconciliation, and reporting.
• Foster a culture of accuracy, accountability, analytical rigor, and continuous improvement.
• Coordinate forecast inputs and ensure alignment across Capital, Tax, Accounting, Actuarial, Treasury, Risk, and FP&A leadership.
• Translate complex financial information into clear insights for leadership.
• Prepare and review management reporting, forecast packages, variance analysis, and legal entity financial summaries.
• Present key findings, risks, and forecast changes to FP&A leadership and cross-functional stakeholders.
• Support ad‑hoc analysis related to statutory income, capital planning, tax forecasting, and legal entity performance.

• Bachelor’s degree in Finance, Accounting, Actuarial Science, Mathematics, Economics, Statistics, or a related field (CPA, ASA, FSA, CFA, MBA, or advanced degree preferred).
• Minimum 8–10 years of experience in FP&A, accounting, actuarial analysis, statutory reporting, legal entity forecasting, capital planning, tax forecasting support, consulting, professional services, or related roles.
• Prior management experience and strong exposure to insurance, annuities, asset‑intensive insurance, statutory financial reporting, legal entity projections, and asset‑liability management.
• Strong understanding of statutory income statements, legal entity financials, capital planning, and actual‑to‑forecast analysis.
• Strong analytical and quantitative skills with ability to assess run rates, patterns, and forecast assumptions.
• Excellent communication and presentation skills.
• Ability to partner effectively with Capital, Tax, Accounting, Actuarial, Treasury, and FP&A teams.
• Strong attention to detail, controls, and documentation.
• Ability to operate effectively in a fast‑paced environment with multiple stakeholders and deadlines.
• Key personal attributes: drive, discipline, confidence, focus, commitment.

We are a Military Friendly Employer. Athene is 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.