Job Closed
This listing is no longer active.
F&G - Fidelity & Guaranty Life Insurance Company is an annuities and life insurance provider in the United States. As an employer, the company is known for its
Manager, Financial Reporting – Accounting
Location
United States
Posted
54 days ago
Salary
0
Seniority
Lead
Job Description
Manager, Financial Reporting – Accounting
F&G - Fidelity & Guaranty Life Insurance Company
• Support the development of the financial plan and financial reporting 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 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 • 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 • 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
Job Requirements
- Bachelor's degree or commensurate experience required
- Strong accounting background 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
- Experience with Excel and PowerPoint required
Benefits
- Flexible work arrangements
- Employee-centric environment
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Title: Senior Associate, Financial Institutions (United States) Location: Remote, based in the USA Department: IM Job Description: Description Position Title: Senior Associate, Financial Institutions Reporting To: Principal, Head of Financial Institutions Department: Investment Management Firm Overview WaterEquity is an impact investment manager dedicated to mobilizing private sector investments to accelerate universal access to water and sanitation. Since its launch in 2016, WaterEquity has deployed six funds with over $470M in committed capital. WaterEquity investments are designed to expand access to water and sanitation among low-income and underserved communities in emerging and frontier markets. Learn more about us at https://waterequity.com/. Summary WaterEquity is seeking two Senior Associates, Financial Institutions. One to be based in the U.S. and one in Europe/Asia. Duties will encompass supporting all aspects of the financial institutions water and sanitation investment portfolio, including deal sourcing, screening, due diligence, and portfolio management. The ideal candidate will bring 3–6 years of relevant experience in investment management within private credit, with a focus on financial institutions, with experience in Asia or the Latin America & Caribbean region. The candidate should demonstrate strong analytical and financial modeling skills, including credit analysis, financial forecasting, and risk assessment. They should thrive in a dynamic start-up culture, excel at independent work and proactive communication, and can manage diverse projects simultaneously. The ideal candidate has team-building experience, develops effective models of communication, and demonstrates exceptional business judgment. The candidate should be comfortable working remotely and with team members in diverse geographic locations. Job Responsibilities Investment Screening - Support each stage of the investment process, including business development and screening, negotiations, due diligence and presentation to the investment committee. - Conduct initial assessments of target companies, markets, and regions to determine alignment with WaterEquity’s investment thesis. - Support origination efforts, and support in managing client relationships during the deal process. Due Diligence & Analysis - Play a key role in due diligence processes, including coordination with internal teams, external consultants, and potential clients. - Conduct financial, ESG, and impact analysis, including financial modeling and credit assessment. - Support due diligence processes, including financial/credit analysis, ESG and impact assessments. - Prepare investment documentation and presentation for the Investment Committee, detailing strategic rationale, financial projections, risks, and impact potential. Portfolio Management - Monitor the financial and operational performance of portfolio companies. - Support management of covenant breaches, watch-list investments or problem cases. - Track country, market, and sector risks relevant to the portfolio. Strategy, Coordination & Team Support - Support coordination with parent company, Water.org, in the delivery of water and sanitation technical assistance to investment candidates. - Work closely with Principal, Financial Institutions Investments, to refine strategies, process, and analytical tools. - Provide broad, flexible support to the team as needed across transactions, portfolio management, and cross‑functional initiatives Skills and Qualifications - Bachelor’s degree in Finance, Economics, Business, or a related field; an advanced degree (MBA, CFA, or equivalent) is a plus. - Minimum of three (3) years of directly relevant work experience in an investment/credit rating role, such as in private credit or impact investing in Asia / Latin America & Caribbean. - Proven track record in executing debt transactions/credit rating of financial institutions in emerging markets, assessing financial institutions, preparing investment committee memos/reports, building and analyzing financial models. - Advanced financial modelling skills in Excel and strong analytical thinking. - Outstanding communication and presentation skills in English and Spanish. - Ability to work well in a team as well as independently. - Ability to thrive in a dynamic, fast-paced culture and adaptable to change. - Passion for impact investing and familiarity with retail or SME loan products in emerging markets, preferably housing or water and sanitation loans. - Experience in a remote working environment. Physical Requirements This role involves extended periods of sitting or standing and reaching. This role requires the ability to see, talk, and hear. Compensation and Benefits This position offers full-time benefits, including medical/dental/vision insurance, flexible spending plans, life and disability insurance, a 401(k) plan, and periodic review for merit and incentive pay baesd on organizational and personal achievement. Overall compensation will be commensurate with education and experience and structured to reflect a competitive package for a full-time Senior Associate team member. Expected salary is $60,000 USD annually. Travel required 30% to 40% of time. No relocation benefits, work permit reimbursement, or visa sponsorship will be offered. How to Apply WaterEquity is an equal opportunity employer. WaterEquity recruits, employs, trains, compensates, and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law.
• Own the day‑to‑day health, configuration, and optimization of financial systems. • Oversee financial system integrations to ensure accurate data flow and strong controls. • Partner with Accounting and Treasury to support month‑end close, reconciliations, audit readiness, and continuous close improvements. • Monitor system upgrades and changes and identify relevant changes to implement for the organization. • Identify opportunities to drive efficiency across financial systems and processes. • Evaluate and leverage automation, AI, and new technologies to improve workflows and data quality. • Lead and oversee the Financial Systems team, setting priorities, assigning work, and ensuring clear ownership.
Senior Analyst, Financial Planning & Analysis (Remote)
RyanRyan of Dallas, Texas, helps clients around the world handle their tax-planning needs. Since 1991, the firm has grown to work with more than 12,000 clients, including some of the m
Why Ryan? - Hybrid Work Options - Award-Winning Culture - Generous Personal Time Off (PTO) Benefits - 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) - Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement - Benefits Eligibility Effective Day One - 401K with Employer Match - Tuition Reimbursement After One Year of Service - Fertility Assistance Program - Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service The Senior Analyst, Financial Planning & Analysis helps analyze data on the company’s financial forecasts, annual budgeting process, operating plan variance analysis, and special projects. The Senior Analyst supports the Manager of FP&A and assists in providing financial consulting and strategic support, including routine analytical reviews of company financial and operational performance, preparation of financial packages and presentations, revenue and expense analyses, and other projects requested by the Manager of FP&A and/or senior management. The FP&A group acts as the analytical engine of the company to provide insights and support “optimal” business decision making. While we prefer candidates based in the Dallas/Plano area, this role is open to applicants across the U.S. as it is primarily remote. Duties and responsibilities, as they align with Ryan Key Results People: - Create a positive team member experience. - Provide accurate and timely financial recommendations to management for decision-making purposes Client: - Supports senior management, region leaders, and Practice Leaders with in-depth support and analyses as needed. - Meets with practice leads to discuss monthly financials and assist with analysis that may affect financials Values - Analyzes current and past trends of key performance indicators, highlighting issues and causes of unexpected variances. - Compiles monthly and/or quarterly financial reports. - Assist in annual budgeting and quarterly forecasting processes - Uses performance management tool to provide analysis and adhoc reporting to business partners - Provide accurate and timely financial recommendations to management for decision-making purposes - Preparation of analysis in support of board and shareholder presentations, monthly/quarterly senior leadership meetings and various strategic committees of the company - Supports the continued development of budgeting, financial forecasting, operating plan, and modeling tools. - Performs ad-hoc reporting and analysis. - Use business intelligence tools and dashboard reports to develop insights and analysis - Proactively looks to improve performance by evaluating processes to drive efficiencies and understand return on investment (ROI) in new acquisitions, practice areas, and international expansions. - Develops financial models and analyses to support strategic initiatives. Education and Experience: Bachelor’s degree (B.A. or B.S.) or equivalent in Accounting or Finance from a four-year college or university. 2–3 years of related experience in P&L analysis with an understanding of accounting basics required. - Proven strong analytical skills. - Must be articulate with excellent verbal and written communication skills. - Must be self-motivated and have the capacity to work with limited supervision. - Must be able to think creatively, be highly driven, organized, and have the highest standards of accuracy and precision. - Experience in an international professional services environment preferred. Computer Skills: To perform this job successfully, an individual must have advanced skills, in Microsoft® Word, Excel, PowerPoint, Outlook, and Internet navigation and research. Experience using accounting software is required. Workday experience a plus. Certificates and Licenses: Valid driver's license required. Certified Public Accountant (CPA) or Charted Financial Analyst candidate preferred. Supervisory Responsibilities: This role does not have direct reports. Work Environment: Standard indoor working environment. Occasional long periods of sitting or standing while working. Position requires regular interaction with employees and clients both in person and via e-mail and telephone. Independent travel requirement: none. Equal Opportunity Employer/Females/Minorities/Veterans/Disability
ISPOR, the Professional Society for Health Economics and Outcomes Research is a growing global nonprofit with more than 15,000 members across 120 countries. With the recent launch of the ISPOR Institute for Healthcare Transformation and a bold Strategic Plan 2030, the organization is committed to becoming the world’s trusted authority in health economics and outcomes research, working toward a world where healthcare is accessible, effective, efficient, and affordable for all. Position Summary ISPOR is seeking a Chief Financial Officer to join its senior leadership team as the organization continues to grow its global impact. Reporting to the CEO, the CFO will lead the finance and accounting function, ensuring strong fiscal management and compliance while driving the financial strategy that supports ISPOR’s mission. This role is responsible for multi-year financial forecasting, budgeting, risk management, and developing internal controls and policies. The CFO will also manage banking and investment relationships and serve as a key strategic partner to the CEO, Board, and key committees.Essential Duties and Responsibilities - Lead financial strategy and planning: Develop short- and long-term financial strategies, multi-year forecasts, and align financial management with organizational priorities. - Oversee financial operations: Manage budgeting, cash flow, investments, insurance, and financial reporting in compliance with GAAP and nonprofit regulations. - Ensure risk management and compliance: Oversee audits, tax filings, 401K administration, and maintain adherence to U.S. and international financial regulations. - Optimize systems and processes: Implement and improve financial systems, policies, and internal controls to ensure efficiency and strong fiscal management. - Provide strategic leadership: Advise the CEO and senior leadership on financial analysis, cost management, and revenue strategies; support committees and Board with reports and recommendations. - Manage banking and investment relationships: Maintain treasury functions, banking partnerships, and investment oversight in collaboration with external advisors. - Lead and develop finance team: Coach and mentor staff, foster a culture of innovation and collaboration, and ensure continuous improvement in financial practices. Position Requirements - Education: Bachelor’s degree in accounting, finance, economics, or business administration required; CPA/CMA and graduate degree preferred. - Experience: 10+ years of nonprofit financial leadership, including budgeting, forecasting, and strategic planning. - Technical Expertise: Skilled in financial analysis, modeling, compliance, and risk management. - Leadership: Proven ability to lead and mentor teams; strong collaboration and influence skills. - Communication: Exceptional written and verbal communication; able to explain complex financial concepts to diverse audiences. - Professional Attributes: High integrity, discretion with confidential information, and strong organizational skills. - Travel: Ability to travel nationally as needed and internationally approximately once per year for meetings, conferences, and organizational events. Compensation and Benefits - Salary: $190,000–$210,000 with a potential MBO bonus at 15% after a year of service. - Benefits: - 20 days PTO plus company holidays - Generous health benefits – base plan is 100% subsidized for employee-only coverage - Vision buy-up option - 401K contribution of 6% after one year - Winter break closure - Year-round flexible schedule and Summer Flex program Why Join ISPOR? Joining ISPOR means being part of a mission-driven team committed to collaboration, growth, and innovation. ISPOR offers a culture of openness, belonging, and continuous learning, along with year-round flexible scheduling and remote work opportunities. ISPOR is committed to creating a diverse and inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

