Aflac Asset Management, LLC, (d.b.a. Aflac Global Investments or GI) is a wholly owned subsidiary of Aflac, Incorporated (Aflac). GI is headquartered in New York’s financial district at 100 Wall Street and is responsible for the overall investment activities of Aflac and its subsidiaries in Japan, the U.S., and Bermuda. With ~150 employees globally, GI manages an investment strategy focused on maximizing long-term returns while preserving capital, subject to our affiliated insurance company’s objectives for income, asset-liability management, liquidity, and capital.
Summary of Role
We are seeking a Financial Planning and Analysis (FP&A) Analyst with experience in financial forecasting, management reporting, and process improvement to join Aflac Global Investment’s (GI’s) Finance team. The team seeks to drive value for Aflac and its insurance companies general account assets through new and/or adjacent investment strategies focused on the development and execution of a multi-year corporate business plan related to financial forecasting/planning, financial analysis, and reporting for an insurance asset management firm.
The FP&A Analyst will be a key contributor within the GI organization and will collaborate with investment leaders and their teams across U.S. and Japan; including public and private credit, alternatives, trading, analytics, legal, compliance, human resources, ESG integration, risk management, and corporate business partners.
Candidate Profile
The candidate should have demonstrated experience in a global financial institution in FP&A. The ideal candidate would be team-oriented with a combination of technical skills, critical thinking, quantitative/analytical skills, and agility to work effectively with management, business partners, and team members. The candidate should also have experience in evaluating forecasting and reporting processes and collaborating across teams to develop iterative and transformational improvements with various stakeholders.
Ideal candidate experience would include smaller-scale but impactful changes to financial planning processes through the use of automation tools (i.e. Alteryx, Power Automate, Power Query), standardization of templates and large data sets, and integrating other best practices throughout the forecasting cycle.
Key Relationships
Reports to: Vice President, Head of FP&A at Aflac Global Investments
Primary Internal Relationships: GI FP&A team members, GI CFO, US CIO team, GI IT, GI Data Governance, GI Quantitative Analytic Solutions team, Japan Investment Planning team, GI business leaders and staff, business partners including Corporate and US FP&A, Investment Accounting, Treasury.
Key responsibilities include:
- Supports the Global Investments leadership team in the development and execution of multi-year financial plans; provides rigorous actuals vs. budget, forecasting, financial analysis, and modeling for major business initiatives.
- Works with team members and stakeholders in developing the company’s annual financial planning processes, consolidations, and coordination of design and testing changes to financial models.
- Supports variance reporting on a monthly, quarterly and annual basis, including actual to plan and actual to forecast comparisons.
- Collaborates with senior FP&A while supporting the efforts of collecting, organizing, analyzing, and evaluating financial and statistical data.
- Identifies and resolves accounting and financial discrepancies, and provides explanations for variances between actual and planned activities.
- Reports, analyzes, and interprets financial and operating data, including financial statements and performance assessments.
- Reconciles balance sheet accounts and explains fluctuations; prepares updates, progress and variance reports for management reporting.
- Assists in automation and standardization of financial modeling and reporting processes through the use of standardizing large data sets and templates.
- Performs other duties as required.
Candidate Qualifications
The qualified candidate will have credible experience and available references demonstrating the following attributes:
- Bachelor’s degree in accounting, finance, or a related field.
- Minimum of 3 years of corporate-level finance experience; financial planning and forecasting experience in the insurance industry is preferred.
- CPA, CFA or CMA certification is a plus.
- Experience working with various investment asset classes welcomed; Fixed Income, Public, Private, Alternatives, and Growth Assets.
- Experience in implementing financial planning and automation tools is preferred.
- Working knowledge of SAP suite (or similar) is preferred.
- Broad knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory Accounting.
- Knowledge and demonstrated experience performing complex financial analysis and related valuation methodologies.
- Ability to understand and use computer systems and application tools for analysis.
Please note: Aflac Global Investments' hybrid working environment requires a minimum of 3 days in the office each week.
The range on this position is: $56,000 - $132,000.
This compensation range is specific to the job level and takes into account various factors considered in making compensation decisions. Compensation decisions are dependent on the circumstances of each case.
In addition to the base salary, we offer an array of benefits including medical, dental, and vision coverage, 401(k) plans, and generous paid time off.
We will consider for employment all qualified applicants, including those with a criminal history, in a manner consistent with applicable laws.
Nearest Major Market: Manhattan
Nearest Secondary Market: New York City
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