Manager - Investments FP&A

September 10

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Experience the power of collaborative thinking.

Life Insurance • Annuities • Retirement Planning • Wealth Transfer

501 - 1000

Description

• Responsible for preparing investment portfolio forecasts and presentations to senior management. • Support multi-year plan process and collaborate with various teams. • Enhance investment portfolio performance reporting and provide insights. • Oversee financial planning related to investment portfolios and assist in SOX compliance.

Requirements

• Bachelor’s Degree in Accounting or Finance • CPA or MBA preferred but not required • 7+ years related professional experience in financial reporting, investment accounting and/or FP&A required • STAT and GAAP investment accounting understanding preferred • Knowledge of annuity and life insurance products preferred • Advanced knowledge of Excel and PowerPoint required • Experience with general ledgers, databases and report writing is desired • Prior management experience preferred