Purpose:The Director, Financial Planning & Analysis plays a critical role in shaping Athene's financial outlook by leading statutory income statement forecasting, legal entity financial projections, capital planning support, and tax forecasting coordination. This leader partners across Finance, Accounting, Tax, Treasury, Capital, Actuarial, and Risk to deliver accurate, insightful forecasts that support strategic decision-making and financial performance.
This role offers the opportunity to influence enterprise-wide planning while developing a high-performing team in a collaborative, fast-paced environment. As part of Athene, you'll help drive innovation in retirement services while partnering with Apollo Global Management to support one of the industry's fastest-growing financial services organizations. Guided by our BEAM values, we empower employees to innovate, act like owners, engage actively, and make an impact every day.
Accountabilities:- Lead statutory income statement and legal entity forecasting to support financial planning, capital management, and strategic decision-making.
- Partner with Capital, Tax, Accounting, Treasury, Actuarial, and Risk teams to ensure financial projections are aligned, well-governed, and supported by sound assumptions.
- Analyze forecast trends, actual-to-forecast variances, and emerging business drivers to provide actionable insights and recommendations to senior leadership.
- Lead and develop a Senior Financial Analyst by fostering a people-centered, high-performance culture focused on collaboration, continuous learning, accountability, and innovation.
- Continuously improve forecasting processes, governance, controls, and reporting by leveraging technology, automation, and AI-enabled capabilities to increase efficiency and analytical value.
- Present financial forecasts, key risks, and strategic recommendations to Finance leadership and executive stakeholders.
Qualifications and Experience:- 7+ years of relevant experience in financial planning & analysis, insurance finance, statutory reporting, accounting, actuarial, capital planning, consulting, or related analytical experience, plus 4+ years of people leadership experience or relevant leadership experience.
- Strong knowledge of statutory financial reporting, legal entity forecasting, capital planning, financial modeling, variance analysis, and insurance or asset-intensive financial products, with the ability to solve complex business problems and influence decisions across functions.
- Demonstrated ability to lead high-performing teams while fostering an inclusive, people-centered culture that develops talent, empowers ownership, encourages innovation, and promotes sound risk management.
- Excellent communication, critical thinking, adaptability, and stakeholder management skills, with a bias for action and the ability to thrive in a fast-paced, evolving environment. Experience leveraging AI and automation to improve forecasting, reporting, and financial analysis is preferred.
- Professional designation such as CPA, CFA, ASA, FSA, MBA, or equivalent is preferred.
- Bachelor's degree in Finance, Accounting, Actuarial Science, Economics, Mathematics, Statistics, or a related field.
