FP&A Analyst, GI

$56,000 - $132,000/Yr

Aflac - New York, NY

Full-time - Mid Level

Hybrid - New York, NY

101-250 employees

Insurance Carriers and Related Activities

About the position

The Financial Planning and Analysis (FP&A) Analyst role at Aflac Global Investments is designed for a candidate with experience in financial forecasting, management reporting, and process improvement. This position is integral to the Finance team, focusing on driving value through the development and execution of a multi-year corporate business plan related to financial forecasting, planning, analysis, and reporting for an insurance asset management firm. The FP&A Analyst will collaborate with various teams across the organization, including investment leaders in the U.S. and Japan, to enhance financial processes and reporting.

Responsibilities

• Support the Global Investments leadership team in developing and executing multi-year financial plans, including rigorous actuals vs. budget analysis and forecasting.
• Develop the company's annual financial planning processes and coordinate design and testing changes to financial models.
• Prepare financial forecasts and collaborate with division representatives to resolve financial issues.
• Support variance reporting on a monthly, quarterly, and annual basis, including actual to plan comparisons.
• Analyze trends for various lines of business and investment strategies through forecast models and conduct special financial studies as requested.
• Collect, organize, analyze, and evaluate financial and statistical data, preparing required internal and external reports and analyses.
• Identify and resolve accounting discrepancies, maintaining accurate regulatory filings and implementing accounting procedures in compliance with GAAP and other standards.
• Report, analyze, and interpret financial and operating data, including financial statements and performance assessments.
• Reconcile balance sheet accounts and prepare updates and variance reports for management.
• Assist in automating and standardizing financial modeling and reporting processes.

Requirements

• Bachelor's degree in accounting, finance, or a related field.
• Minimum of 3 years of corporate-level finance experience, preferably in financial planning and forecasting within the insurance industry.
• Experience with various investment asset classes such as Fixed Income, Public, Private, Alternatives, and Growth Assets.
• Experience in implementing financial planning and automation tools like EPBCS, Anaplan, Planful, Alteryx is preferred.
• Working knowledge of SAP suite or similar is preferred.
• Broad knowledge of GAAP and Statutory Accounting, with an emphasis on insurance; knowledge of JGAAP is welcomed.
• Demonstrated experience performing complex financial analysis and related valuation methodologies.

Nice-to-haves

• CPA, CFA, or CMA certification is a plus.
• Experience working in a global financial institution in FP&A is preferred.
• Familiarity with automation tools for financial processes.

Benefits

• Medical, dental, and vision coverage
• Prescription drug coverage
• Health care flexible spending
• Dependent care flexible spending
• Aflac supplemental policies
• 401(k) plans
• Generous paid time off
• Designated paid holidays and other leaves of absence