F&G is looking to hire for a Lead Business Planning Analyst

The Lead Business Planning Analyst will be responsible for development & maintenance of datasets, modeling, reporting, and analysis within Retail Planning with a focus on holistic support that optimizes the speed & quality of data-driven decision making across Retail Markets.

This position reports directly to the AVP, Retail Business Planning and will support all functional areas of the Retail Business Planning Team to include Expense Management & Optimization as well as Sales & Commissions. This role will require the ability to build strong relationships with business stakeholders & leaders across Retail, HR, and Finance teams and provide subject matter expertise related to Sales, Expense, Staffing & Projects. With a strategic perspective, the Lead Analyst will ensure greater awareness, alignment, and enhanced modeling to support the Retail Markets strategic and financial plan.

Duties and Responsibilities

Ability to objectively challenge and influence Retail to ensure processes and activities are geared for optimal net income and profitability performance
Supports Retail, in partnership with Finance, through cyclical processes (annual planning, target-setting, budget-setting, forecasting and financial reporting) and strategy-based processes (strategic initiatives, multi-year planning and capital planning)
Facilitates building out new processes in Retail through partnerships with Finance
Conduct targeted analyses on high-priority topics and initiatives to support the Retail Business financial and operational execution to Retail strategies and goals. Leverages scenario modeling to consider future outcomes to inform the Retail Business Unit strategy and planning
Analyzes and interprets information in sophisticated and audience appropriate ways; helps tell the Retail financial and strategic story
Analyze and maintain Retail driver-based expense and forecast models, including headcount tracking and forecasts, to illustrate impact and return of near-term and longer-term strategic goals within the Retail portfolio; Work with stakeholders and utilize benefit outcome analysis to recommend optimal investment mix to maximize Retail expenses & portfolio value
Analyze underlying information trends to inform business and financial forecasts
Analyze operational and behavioral metrics to support business decisions

Experience and Education Requirements

BA/BS in Economics, Finance or similar discipline with analytical bias
Financial Services knowledge; insurance industry preferred
6+ years' experience in a corporate finance / portfolio management environment with heavy emphasis on analytics
Strong background in finance, with considerable analytical skills and the ability to take raw data, analyze it and present it to senior management to aid in the decision-making process across key areas of business
Strong knowledge of financial modeling & reporting
Strong knowledge & experience of modeling & reporting via Excel, PowerPoint, SQL, Smartview, and Onestream
Experience supporting strategic and financial initiatives

Knowledge, Skills & Abilities

Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others
A passion for new challenges, leadership and delivering results
Strong intuitive and analytical skills; ability to think ahead and support strategic and financial planning
Ability to successfully manage relationships across all levels and provide strong consultative partnership
Strong organizational and prioritization skills
Engaged by a dynamic work environment where empowerment, collaboration and innovation are encouraged
Authentic team member who is transparent with others regarding decisions made and delivers on commitments
Ability to handle multiple complex tasks and prioritize in a fast-paced environment
Ability to exude confidence and credibility as a leader; inspires confidence and respect; demonstrates assertiveness and projects and professional image
Demonstrates decisiveness, shows the courage to confront, challenge and assist important issues and tough decisions, even in ambiguous circumstances
Demonstrates commitment to personal and professional development by seeking feedback, remaining open to criticism and working through a personal development plan; demonstrates an openness to change and actively leads change
Ability to support the vision with effective long-term strategic and financial plans

Other Requirements

Perform other functions, duties and projects as assigned
Regular and punctual attendance
Some travel may be required (less than 10%)

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Fidelity & Guaranty Life Insurance Company jobs

Lead Business Planning Analyst