Lead Financial Planning & Analysis Consultant

Jackson National Life Insurance Co Inc • Lansing, MI

42d

About The Position

The Lead Financial Planning & Analysis Consultant is responsible for managing Jackson's quarterly forecast and annual planning process. Partnering with the AVP, Financial Planning & Analysis, this role works closely with Actuarial, ALM, Controllership, Treasury, PPM and Institutional teams in coordinating the forecast and planning process. The Lead Financial Planning & Analysis Consultant supports the development of value-added and insightful analytics on the company to support senior management decision-making. This role also leads the forecast redesign initiative, with a focus to evolve and strengthen planning processes.

Requirements

• Strong knowledge of GAAP and statutory accounting principles and procedures.
• Extensive experience with financial statement analysis and an understanding of corporate finance concepts and processes.
• Deep analytical and modeling skills with broad relevant product experience.
• Strategic and capable of delivering new insights to senior management.
• Ability to effectively navigate and drive projects in a complex corporate environment.
• Comfortable presenting to and interacting at all levels of the organization.
• Excellent written and verbal communication skills.
• Strong project management skills and ability to effectively manage multiple concurrent projects.
• Ability to build collaborative relationships with stakeholders from various backgrounds and influence consistently without authority.
• Strong PC skills including advanced proficiency in Microsoft Excel and PowerPoint.
• Bachelor's Degree in Accounting or Finance required.
• 5+ years of corporate Finance or Accounting experience in financial planning/analysis or financial reporting roles required.

Nice To Haves

• Anaplan experience a plus.
• Insurance/financial services industry experience preferred.
• 8+ years of experience preferred.
• Advanced designations (CPA/MBA) preferred.

Responsibilities

• Analyze Statutory and/or GAAP forecast results and develop insightful analytics to aid senior management in decision-making.
• Support forecast process, including partnership with other departments involved in the forecast and implementation of new capabilities.
• Prepare and/or support forecast/plan results materials (GAAP and/or Statutory) for senior management review.
• Complete corporate-level modeling (debt, shares, shareholder distributions, etc.).
• May manage the enterprise business plan consolidation model and tools, including model documentation, testing, quarterly maintenance and model enhancements.
• Support growth opportunities and facilitate cross-business unit initiatives in support of strategic initiatives. Proactively assess opportunities for improved business outcomes.
• Perform ad-hoc research and analysis.
• Support various special projects as required.
• Performs other duties and/or projects as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Number of Employees: 1,001-5,000 employees