Manager - Analysis & Financial Planning

Des Moines, Iowa
$115k to $130k
Aug 09, 2019
Oct 08, 2019
Job Type
Full Time
Career Level

About the Role
For over 50 years they have constantly pushed themselves to innovate on their customers behalf to meet their changing needs. They offer leading-edge life insurance and annuity products through a growing independent agent market. Shared cultural values: Collaboration, Authenticity, Dynamics, and Empowerment.

The Manager, Financial Planning & Analysis (Investments) is instrumental in producing client company’s investment plans and monthly/quarterly reforecasts. Responsibilities also include preparing presentation materials, with commentary telling the “story of the results”, for communicating to senior management and outside stakeholders.

Duties & Responsibilities

  • Oversee the FP&A sub-team responsible for investment related planning, analysis, and forecasts
  • Maintain annual multiyear plan models to develop projections for key investment related metrics
  • Provide comprehensive, timely and accurate investment analysis

Skills & Experience

  • Bachelor’s degree in Accounting/Finance 
  • 5+ years related professional experience in financial reporting related to investments and/or financial planning & analysis required  
  • At least 3 years management experience required
  • CPA or MBA preferred  
  • Big-4 Audit Experience highly desirable   
  • Knowledge of annuity and life insurance investment portfolios preferred  
  • Knowledge of accounting practices and principles

Compensation & Perks
They offer a competitive salary and comprehensive benefits package, as well as a focus on learning and development, in addition to an organizational culture that works hard and has fun.

Apply for Manager - Analysis & Financial Planning

Already uploaded your resume? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb

4000 characters left

Marketing Communication

We'd love to send you information about Jobs and Services from by email.

All emails will contain a link in the footer to enable you to unsubscribe at any time.

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.