American Equity · 1 day ago
Senior Financial Planning & Analysis (FP&A) Analyst
West Des Moines, IA
Full-time
Onsite
Senior Level
5+ years expAmerican Equity is a company that offers leading annuity products to empower clients in retirement. The Senior FP&A Analyst is responsible for analyzing financial data to support senior management decision-making and developing financial projections to drive strategic goals.
ConsultingFinanceInsurance
Responsibilities
Engages business partners to create detailed short-term and long-term financial plans and influences strategic business actions and decisions to improve financial performance, including the identification of opportunities to grow earnings, increase efficiency and optimize capital
Owns and builds on current models to forecast financials and operational KPIs/OKRs; owns and builds holding company liquidity projections; applies business, product and financial knowledge to help explain results of forecasts and projections
Analyzes financial performance, identifies areas of risk and opportunity and makes recommendations to Treasury, Accounting, Actuarial, Operations, Legal, Audit, Product Development, Enterprise Metrics, Investments and Senior Leadership for improvements
Regularly engages in strategic, financial, and technical conversations with the Treasurer and other team FP&A members to provide financial outcomes and set key performance indicators measuring the financial health of the organization. Works closely with Actuarial FP&A team to understand and incorporate actuarial forecasts and data for purposes of developing financial projections
Develops and automates processes and procedures related to financial planning and analysis and ensures that all financial planning and analysis is performed in line with AEL corporate goals and drives earnings and capital optimization
Leads the development of FP&A plans and programs; provides strategic financial input and leadership on decision making
Consolidates the business unit forecast/plans into the overall corporate reporting to build a composite view of the company
Prepares and maintains financial models and tools; learns and masters the corporate plan, making enhancements for accuracy, relevance, changing business, changing markets, etc
Completes analysis of capital expenditures and investments using common corporate finance approaches (i.e., discounted cash flows, internal rate of return, net present value, etc.)
Formulates questions and analyses for the FP&A team to research
Gathers, manages and manipulates data from multiple sources for analysis; identifies trends, extracts insights and delivers actionable presentations of findings to key internal and external stakeholders, including ratings agencies, lenders, senior leadership and the Board of Directors
Monitors and reports on market changes including macroeconomics and peers/competitors within the annuity industry
Applies financial and economic concepts including financial modeling, economic analysis, cash flow (DCF), profitability, earnings, balance sheet, taxes, and financial ratios; Utilizes common statistical concepts to perform analysis (i.e., standard deviation, expected value, correlation regression, etc.)
Leverages analytical tools and methodologies including visualizations to present findings
Collaborates on processes and projects while representing the goals of the Finance group
Demonstrates finance, business and industry expertise; learns the strategy, drivers, metrics and data elements of the company
Establishes credibility through respectful, thoughtful interactions, attention to detail, professional integrity, and excellent financial insight
Actively upgrades expertise through professional development, feedback and mentoring
Identifies opportunities for process improvement, team members or potentially leading the effort
Provides expertise and guidance to other Analysts
Prepares analyses, presentations, and forward-looking financial projections and pro-forma financials for senior leadership, the Board, investor community and rating agencies and other key constituencies
Performs other related work as assigned
Qualification
Required
Bachelor's degree (B.A.) from four-year college or university in accounting, finance or business; plus five (5) years of related financial planning and analysis/reporting experience and/or equivalent combination of training and/or experience
Strong math, Accounting and Finance skills as well as reasoning, language and communication skills; demonstrated attention to detail
Effective verbal and written communication skills
Sound reasoning ability and problem solving skills are very important to this position, including analytical capabilities
Strong customer service orientation
Solid quantitative capabilities
Strong analytical and substantial spreadsheet aptitude
Ability to complete tasks daily that are under specific deadlines with no exceptions
Ability to maintain relationships with brokers, custodians, and banking organization; as well as co-workers including accounting staff, auditors and Senior Investment personnel
Ability to work cooperatively and successfully with employees, customers, and other outside third parties
Strong organizational and planning skills
Proficient in the use of Microsoft Office Suite
Ability to write reports, business correspondence, and procedure manuals
Ability to effectively present information and respond to questions
Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to successfully handle pressure and meet deadlines in a fast-paced work environment
Preferred
Certified Financial Planning and Analysis Professional (FP&A), or Chartered Financial Analyst (CFA) designation preferred
Company
American Equity
American Equity Investment Life Insurance Company® We are The Financial Dignity Company – and while each person might define financial dignity differently, we believe it’s having the means to retire with pride and peacefulness in your daily life.
501-1000 employees
H1B Sponsorship
American Equity 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 (11)
2024 (5)
2023 (3)
2022 (4)
2021 (2)
Funding
Current Stage
Public CompanyTotal Funding
$253MKey Investors
Brookfield Wealth SolutionsBrookfield Asset Management
2023-07-05Acquired
2022-01-07Post Ipo Equity· $253M
2020-10-18Post Ipo Equity
Leadership Team
Anant Bhalla
Chief Executive Officer
Nicholas Volpe
Chief Technology Officer at American Equity
Recent News
Business Wire
2024-12-04
financialpost
2024-11-15
Company data provided by crunchbase