F&G · 2 days ago
Manager, Finance - Peak Altitude
United States
Full-time
Hybrid
Mid, Senior Level
7+ years expFidelity & Guaranty Life Insurance Company (F&G) is a national leader in providing annuity and life insurance products. The Manager, Finance - Peak Altitude will support the development of financial planning and reporting, oversee due diligence for acquisitions, and collaborate with various departments to ensure accurate financial reporting and compliance.
Financial ServicesInsurance
Responsibilities
Review financial information, including financial statements and management reports, for Peak Altitude
Manage the process to ensure timely and accurate reporting of financial results for Peak Altitude
Keep up to date with accounting regulations and guidance and ensure Peak Altitude is in compliance with guidance
Identify relevant GAAP accounting standards for financial reporting, purchase accounting and integration activities to ensure accurate accounting policies and processes are established and/or maintained
Assist with requests of both internal and external auditors
Establish strong working relationships with PDE finance and other senior leader(s) to promote transparency in financial reporting
Assist with ad hoc requests and other duties related to financial reporting and analysis, as assigned
Support the Finance Department’s due diligence process for potential acquisition opportunities identified for the Peak Altitude
Advise and/or support PDE to transition from cash to GAAP accounting, as applicable
Evaluate data and process needs to ensure accurate and complete financial reporting for PDE and Peak Altitude
Liaison with F&G FP&A, Treasury, Financial Reporting, and Tax to ensure all F&G financial reporting needs are met for all PDE
Collaborate with F&G Internal Audit & Financial Controls to identify and implement, as necessary, an internal control framework around the financial reporting process of the PDE and within Peak Altitude
Work with F&G Accounting and IT departments along with PDE to ensure proper financial reporting data flow
Advise in the development of process improvements (e.g., use of technology to drive automation) and efficiencies for flexible, scalable and accurate processes
Develop and manage timelines for an efficient, comprehensive process to produce financial projections and budget amounts for each PDE
In partnership with the Director, Peak Altitude Finance, hold providers of plan deliverables accountable for delivery on a timely basis
Manage the process for the production and distribution of aggregated GAAP projections and analysis across all PDE, considering material nonpublic information (MNPI) requirements
Establish a comprehensive understanding of key business performance drivers
Understand expense drivers for Peak Altitude as well as for each PDE and represent projected expenses accurately in the plan
Qualification
Required
Bachelor's degree or commensurate experience
7+ years' operations experience in life insurance and annuity company and/or life insurance and annuity distribution company
Experience with Excel and PowerPoint
Strong interpersonal skills – the ability to collaborate with a wide range of teams and individuals to achieve a common goal
Ability to influence others outside of formal organizational hierarchy
Inclined to seek and analyze data/information from a variety of sources to arrive at the best decisions and to align others with the organization's overall strategy
Ability to lead and excel in a fast-paced production environment while addressing multiple projects and responsibilities
Excellent communication and presentation skills
Highly motivated, self-starter & team player with a high energy level and willingness to take on responsibility
Ability to translate large amounts of data for analysis and transform this into actionable items
Builds trust and camaraderie between team members
Unconditional integrity and commitment to exemplify F&G Cultural values of Authenticity, Collaboration, Empowerment and Dynamic
Regular and punctual attendance
Limited travel required (<5%)
Preferred
Experience in financial plan preparation
Experience with M&A financial due diligence
Experience in independent life insurance and annuity distribution (IMO) financial reporting (Statutory and GAAP)
Experience in life insurance and annuity company financial reporting
Knowledge of life insurance and annuity products
Experience in end-to-end process design, project/product management/ownership
Experience with projections, general ledgers, databases and report writing
Benefits
Employee-centric flexible environment
In-office, hybrid and remote work arrangements
Company
F&G
Established in 1959, F&G is headquartered in Des Moines, Iowa, and offers unique life insurance and annuity solutions to meet individual financial security needs through a national network of financial professionals.
1001-5000 employees
H1B Sponsorship
F&G has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (2)
2023 (4)
2022 (7)
2021 (5)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$3.27BKey Investors
Fidelity National Financial
2025-01-06Post Ipo Debt· $375M
2024-10-01Post Ipo Debt· $500M
2024-05-20Post Ipo Debt· $550M
Leadership Team
John Phelps
EVP, Head of Owned Distribution
Recent News
Company data provided by crunchbase