Purpose:The Senior Financial Analyst, Financial Planning & Analysis plays a key role in supporting statutory financial forecasting, legal entity planning, capital planning, and tax forecasting across Athene's insurance business. This role partners closely with Accounting, Tax, Treasury, Capital, Actuarial, and FP&A teams to deliver accurate financial projections, meaningful analysis, and insights that support strategic business decisions.
This is an excellent opportunity to join a collaborative, high-performing finance organization where innovation, continuous improvement, and analytical thinking are valued. As part of Athene, you'll help support one of the industry's leading retirement services organizations, backed by Apollo's global investment expertise and a culture built around our BEAM values; Believe in your co-workers, Engage actively, Act like owners, and Make it happen.
Accountabilities:- Support statutory income statement forecasting, legal entity projections, capital planning, and tax forecasting through accurate financial models, analyses, and reporting.
- Perform actual-to-forecast reconciliations, analyze key variances, evaluate forecast assumptions, and provide actionable insights to improve forecast accuracy.
- Prepare recurring financial reports, forecast packages, legal entity summaries, and management reporting while maintaining financial models and analytical tools.
- Partner cross-functionally with Accounting, Tax, Treasury, Capital, Actuarial, and FP&A teams to gather inputs, validate financial data, resolve issues, and improve reporting processes.
- Identify opportunities to enhance forecasting processes, strengthen controls, improve data quality, and leverage technology and AI-enabled tools to automate routine analysis and reporting activities, allowing greater focus on strategic financial insights.
Qualifications and Experience:- 3+ years of relevant experience in financial planning & analysis, accounting, statutory reporting, actuarial analysis, legal entity forecasting, capital planning, tax forecasting, consulting, or other analytical finance roles, or relevant experience.
- Experience within insurance, annuities, asset-intensive insurance, statutory financial reporting, or asset-liability management is preferred.
- Strong analytical, financial modeling, and problem-solving skills with advanced Excel proficiency and experience using financial planning, reporting, or data analysis tools.
- Demonstrated ability to collaborate across multiple business partners while managing competing priorities in a fast-paced environment. Brings curiosity, adaptability, critical thinking, creativity, a bias for action, and an understanding of how AI can improve financial processes and decision-making.
- Professional designation such as CPA, CFA, ASA, MBA, or progress toward one is preferred.
- Bachelor's degree in Finance, Accounting, Actuarial Science, Mathematics, Economics, Statistics, or a related field.
