Finance Manager

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3 days ago

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F&G

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Finance • Enterprise

F&G is a company that provides a portal for sales agents to manage their accounts and access resources. The SalesLink agent portal requires users to log in with their agent ID and password, offering features for password management and security protocols. F&G seems to focus on providing services and support for sales agents, possibly in the insurance or financial industry, as suggested by the email domain 'fglife. com'.

501 - 1000 employees

Founded 1959

💸 Finance

🏢 Enterprise

📋 Description

• 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

🎯 Requirements

• Bachelor's degree or commensurate experience required • 7+ years’ operations experience in life insurance and annuity company and/or life insurance and annuity distribution company required • Experience in financial plan preparation preferred • Experience with M&A financial due diligence a plus • Experience in independent life insurance and annuity distribution (IMO) financial reporting (Statutory and GAAP) preferred • Experience in life insurance and annuity company financial reporting preferred • Knowledge of life insurance and annuity products preferred • Experience in end-to-end process design, project/product management/ownership preferred • Experience with projections, general ledgers, databases and report writing preferred • Experience with Excel and PowerPoint required.

🏖️ Benefits

• Limited travel required (<5%) • Regular and punctual attendance • Flexible work arrangements