F&G

• Perform timely GAAP/Stat basis reconciliations for investment and investment related accounts • Prepare manual journal entries and extract general ledger details from Oracle • Analyze and interpret investment data • Manage high volumes of investment-related financial data and transactions • Perform monthly close tasks and procedures • Assist in the coordination of both external and internal audit requests • Proactively plan for contingencies and identify, propose, and implement process improvements • Support internal control objectives

• Prepare and facilitate model change requirement-gathering meetings, and update related documentations in a timely manner • Collaborate with various teams to understand the model change requirements and identify key stakeholders • Develop model changes accurately using efficient programming techniques and adherence to Best Practices • Update all associated model documentation (e.g. MSD, ASD, simplification) to accurately reflect assigned model changes • Create detailed Technical documentation for model changes • Review and validate results against requirements throughout the development process, and provide ongoing support for follow-up questions

• Monthly production of Statutory and Tax reserves for designated life insurance and annuity lines of business • Prepare, review and analyze Statutory and Tax reserve movements • Prepare, review and analyze quarterly and annual deliverables related to Statutory reserves including annual statement exhibits, Risk Based Capital (RBC) reports and rating agency deliverables • Maintain, enhance and ensure timely execution of valuation controls • Assist in the maintenance of the valuation programs for new products, new regulations, etc. • Assist with completion of the PBR Actuarial Report

• Shape and drive programs aligned with F&G’s employee engagement strategy • Advance the work of the Inclusive Culture Advisory Council by driving execution of key initiatives and annual goals • Lead ERG program management, including setting program direction, managing timelines and budgets, and aligning resources to enable effective delivery • Coach and guide ERG leaders to strengthen leadership capability, foster an inclusive environment, and support ongoing development • Build and maintain strong cross-functional relationships to advance culture, inclusion, and engagement priorities • Serve as a trusted advisor to leaders and partners, providing consultation and influencing decisions to strengthen culture, employee engagement, and inclusion outcomes • Manage and interpret data insights to measure overall program impact and generate divisional-specific analyses that inform targeted talent, culture, and inclusion strategies and decision-making • Monitor emerging trends and best practices to inform and continuously strengthen culture, engagement, and inclusion efforts

• Accountable for end-to-end delivery across the Finance, Liabilities & Investments domain, ensuring measurable business outcomes (growth, expense reduction, customer experience, risk reduction) are achieved. • Improve business processes and support critical business strategies by overseeing the development, implementation, maintenance, scalability, and performance of applications and products. • Lead and develop the Finance, Liabilities & Investments domain of value stream solutions delivery teams to effectively partner with the business to translate business needs into scalable, efficient solutions that achieve goals and drive company and IT priorities. • Own technology performance across the full lifecycle of products and capabilities within the Finance, Liabilities & Investments domain. • Understand industry trends, tools and practices and partner with business unit peers and architecture to assess technical capabilities needed to support company strategies and develop multi-year capability roadmaps. • Lead RFP processes and negotiate contracts aligned to value realization, performance incentives, and long-term capability strategy. • Manage strategic technology and platform partners as integrated members of value stream teams. • Align vendor performance to business outcomes and ensure contract compliance. Relationship building with senior-level executive stakeholders • Lead cross-functional, product-aligned teams, fostering shared accountability between business and technology within the Finance, Liabilities & Investments domain to ensure implemented solutions meet the needs of the organization. • Operational budget analysis, creation and management • Own the escalation for all technology issues related to the delivery of technical solutions • Ensure alignment of architecture, data, and platforms to enable seamless experience throughout the full insurance lifecycle. • Partner with leaders across F&G to understand needs and co-develop integrated business + technology roadmaps aligned to enterprise strategy and regulatory requirements. • Oversee solutions delivery efforts, providing input to capability planning, and ensuring solutions adhere to F&G security and compliance guidelines, quality assurance standards, and align with disaster recovery guidelines. • Manage persistent capacity planning aligned to value stream priorities and optimize team composition across all roles needed to support outcomes.

• Develop and maintain a general understanding and working knowledge of Commissions procedures and regulations. • Review daily and monthly reports and takes immediate action to resolve any conflicts with agent data. • Interact with internal and external customers appropriately on an as-needed basis. • Participate in cross-training within the department. • Accept and own assigned project tasks; understands impact within the team or organization. • Contribute to special projects as assigned. • Provide feedback to managers regarding repeated errors and issues that could be related to system functionality or training. • Ensure individual quality and productivity standards are met.

• Professionally handle incoming calls and ensure that inquiries and issues are resolved promptly, thoroughly and efficiently. • Handle inquiries in the best interest of the customer and company. • Provide quality service and support to a variety of areas including but not limited to Financial Advisors, Policy Holders, and Internal Business Partners. • Some administrative tasks/duties.

• Perform various duties to ensure accurate and timely reporting with annuity reinsurers • Prepare journal entries and required settlement reporting for annuity reinsurance treaties • Participate in many aspects of annuity reinsurance accounting and reporting • Prepare accounting/reporting entries and settlement reports for annuity treaties • Partner with various areas to implement new reinsurance treaties / amendments • Perform timely and accurate reconciliation of reinsurance accounts • Assist with internal, external, and reinsurer audits • Maintain key stroke level standard operating procedures • Assist with ad hoc requests, special projects and other duties as assigned

• Direct the analysis for profitability reviews and make recommendations for adjustments needed to achieve target profitability • Lead the analysis and present recommendations for: • Credited rate adjustments needed to achieve target profitability to the Retail Rate Committee • Pricing assumption reviews as well as other structural, value or methodology changes related to the retail annuity block • Prepare Senior Management and Board materials regarding rate, assumption and/or other recommended changes • Influence cross departmental meetings with VP/SVP leaders discussing various profitability choices and recommendations, partnering with distribution leaders and other management committee members • Employ sound analysis and judgement in balancing the trade-offs between profitability and brand reputation • Engage with organizational change management teams to ensure accurate and timely implementation of approved changes • Enhance departmental processes and analytical capabilities including the deployment of new analysis techniques where appropriate • Direct conversations with external partners (auditors, consultants, reinsurance partners) regarding rating and assumptions, as appropriate • Maintain knowledge of emerging industry experience for product features and benefits pertinent to F&G • Participate in and utilize third party services and surveys to augment understanding of emerging experience and expectations of future experience, especially where F&G experience is not credible and future experience has high impact on emergence of profits • Oversee staff development including performance management, training, development, controlling workflow, and engagement of employees

• Recommend Experience studies as well as other structural, value or methodology changes related to assumptions for the retail block to the Assumptions Committee • Enhance departmental processes and analytical capabilities including the deployment of new analysis techniques where appropriate • Maintain knowledge of emerging industry experience for product features and benefits pertinent to F&G inforce blocks and integrate industry experience into assumption review process where F&G experience is less credible. • Participate in and utilize third party services and surveys to augment understanding of emerging experience and expectations of future experience, especially where F&G experience is not credible and future experience has high impact on emergence of profits. • Responsible for the development of management reports on the inforce blocks of business. • Collaborate with actuaries and non-actuaries on investigations and conclusions regarding the inforce blocks. • Identify, propose, and pursue opportunities to improve the financial or risk position of the inforce blocks outside of the scope of renewal rate setting or repricing. • Guide direct reports through iterative report development and quantitative or qualitative investigations. • Develop and nurture team engagement, development, and growth. • Support a risk aware culture within the team. • Develop enhancements to create repeatable and scalable processes.