Manager, Retail Business Planning

Fidelity And Guaranty Life Insurance Company - Des Moines, IA

Full-time - Manager

Remote - Des Moines, IA

Insurance Carriers and Related Activities

About the position

The Manager, Retail Business Planning is responsible for overseeing recurring process-oriented activities such as monthly and quarterly reporting, analysis, invoicing, and related ad-hoc projects to support Retail Budget Owners. This role requires a strong understanding of the Retail business and involves managing a small team to optimize data-driven insights for decision-making. The position emphasizes building relationships with stakeholders across various departments and leading efforts to standardize and enhance processes.

Responsibilities

• Oversee monthly and quarterly reporting and analysis for Retail Budget Owners.
• Manage invoicing and related ad-hoc projects in support of Retail Budget Owners.
• Lead cyclical processes such as annual planning, target-setting, budget-setting, forecasting, and financial reporting in partnership with Finance.
• Facilitate the development of new processes in Retail through collaboration with Finance.
• Conduct targeted analyses on high-priority topics to support financial and operational execution of Retail strategies.
• Leverage scenario modeling to inform Retail Business Unit strategy and planning.
• Analyze and interpret information to communicate the Retail financial and strategic story effectively.
• Maintain driver-based expense and forecast models, including headcount tracking and forecasts.
• Analyze underlying information trends to inform business and financial forecasts.
• Support business decisions through analysis of operational and behavioral metrics.

Requirements

• BA/BS in Economics, Finance, or a similar discipline with an analytical bias.
• 7+ years of experience in a corporate finance/FP&A/Expense Modeling environment with a strong emphasis on analytics.
• Strong background in finance with considerable analytical skills.
• Proficient in financial modeling and reporting, particularly using Excel, PowerPoint, SQL, Smartview, and Onestream.
• Experience supporting strategic and financial initiatives.

Nice-to-haves

• Knowledge of the financial services industry, particularly insurance.
• Strong communication, organization, and interpersonal skills.
• Ability to manage relationships across all levels and provide consultative partnership.
• Intermediate knowledge of Microsoft Office applications (Word, Excel, PowerPoint, Access).

Benefits

• Life insurance