Sr Financial Analyst

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.

Purpose:

We are seeking a highly analytical and detail-oriented Senior Financial Analyst, Financial Planning & Analysis, to support statutory income statement projections, legal entity forecasting, capital plan support, and tax forecasting activities. This role will be primarily accounting, statutory, and forecast focused, supporting the Director, FP&A, with actuals reconciliation, forecast analysis, reporting, and cross-functional coordination.

The ideal candidate will have a finance, accounting, actuarial, or quantitative background, with experience in insurance, annuities, asset-intensive insurance, statutory reporting, legal entity analysis, or asset-liability management. This individual should be comfortable working in a fast-paced environment and partnering with Accounting, Capital, Tax, Actuarial, Treasury, and FP&A teams.

Accountabilities:

• Support statutory income statement projections for assigned legal entities.
• Assist with legal entity projections for statutory forecasting, capital planning, and tax forecasting.
• Prepare forecast templates, supporting analysis, and projection outputs.
• Help evaluate run rates, forecast patterns, and reasonability of assumptions.
• Reconcile actual results to forecasted projections as actuals emerge.
• Analyze actual-to-forecast variances and identify key drivers of change.
• Support review of run rates, patterns, and actuals launches to ensure consistency and reasonability.
• Coordinate with Accounting teams to validate actual results and understand accounting impacts.
• Support the Director in preparing forecast inputs for the Capital team.
• Assist with legal entity forecast information needed for tax forecasting.
• Coordinate with Tax and Capital partners to ensure forecast outputs are complete, accurate, and aligned.
• Help document key assumptions, changes, and forecast drivers.
• Prepare recurring reports, forecast packages, variance analysis, and legal entity financial summaries.
• Maintain and update financial models, templates, and analytical tools.
• Support management reporting related to statutory income, legal entity performance, capital planning, and tax forecasting.
• Provide clear and concise analysis to support FP&A leadership and cross-functional partners.
• Work closely with Accounting, Capital, Tax, Actuarial, Treasury, and FP&A teams.
• Gather forecast inputs, validate data, and follow up on questions or inconsistencies.
• Support process improvements to enhance reporting accuracy, efficiency, and transparency.

Qualifications and Experience:

• Bachelor's degree in Finance, Accounting, Actuarial Science, Mathematics, Economics, Statistics, or a related field.
• CPA, CFA, ASA, actuarial exams, MBA, or other relevant credentials are a plus.
• 3+ years of experience in FP&A, accounting, statutory reporting, actuarial analysis, legal entity forecasting, tax forecasting support, capital planning support, consulting, professional services, deal teams, or related analytical roles.
• Experience in insurance, annuities, asset-intensive insurance, statutory financial reporting, or asset-liability management preferred.

Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene.

Athene is a Military Friendly Employer! Learn more about how we support our Veterans.

Athene is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.