If you are an internal associate, please login to Workday and apply through Jobs Hub.
Job Purpose
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.
Essential 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.
Other Duties
- Support various special projects as required.
- Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
- 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. Anaplan experience a plus.
Qualifications
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. 8+ years of experience preferred.
Insurance/financial services industry experience preferred.
Advanced designations (CPA/MBA) preferred.
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.