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:
Athene is a leading financial services company specializing in retirement solutions, with a focus on annuities and long-term value creation. We are driven to do more for our policyholders, business partners, and employees through disciplined risk management, innovative product solutions, and a strong financial foundation. As part of a global organization, Athene collaborates closely with its parent company to deliver strategic growth and operational excellence.
The Senior Expense Analyst will play a key role in supporting expense planning, forecasting, and management reporting across corporate functions. This position partners closely with business leaders and finance teams to provide actionable insights, enhance financial processes, and support strategic decision-making. This role requires strong analytical capabilities, sound judgment, and the ability to operate independently in a fast-paced environment. The ideal candidate will also bring a forward-thinking mindset, leveraging data, automation, and emerging technologies (including AI) to improve efficiency and insight generation.
Accountabilities:
- Lead the development, maintenance, and analysis of annual budgets, quarterly forecasts, and monthly outlooks for assigned business units
- Analyze actual results versus plan and forecast; investigate variances and communicate key drivers to stakeholders
- Partner with business leaders to understand financial results, key cost drivers, and emerging trends; prepare and deliver management reporting packages—including variance analysis and forward-looking insights—while effectively communicating insights to stakeholders
- Support enterprise financial planning processes, including timelines, deliverables, and coordination across teams
- Identify and implement process improvements to enhance efficiency, accuracy, and scalability of reporting and forecasting
- Leverage data analytics, automation tools, and AI-driven solutions to streamline processes and enhance reporting capabilities
- Collaborate cross-functionally with accounting, FP&A, and other finance teams to align on financial results and projections
- Support ad hoc analysis, special projects, and requests from leadership, auditors, and regulatory bodies
Qualifications and Experience:
- 5+ years of progressive experience in accounting, financial analysis, or FP&A
- Financial services industry experience preferred; insurance or annuities experience a plus
- Strong understanding of GAAP; familiarity with statutory (STAT) reporting preferred
- Advanced proficiency in Excel (financial modeling and data analysis), with experience leveraging financial systems (e.g, Essbase, Hyperion) and analytics, automation, and AI-enabled tools to drive actionable insights’
- CPA or progress toward certification preferred
- Bachelor’s degree in Accounting, Finance, or a related field
Knowledge, Skills & Abilities
- Strong analytical and problem-solving skills with the ability to independently troubleshoot and resolve issues
- Ability to translate complex financial data into clear, concise, and actionable insights
- Demonstrated ability to identify and implement process improvements, including the use of automation and AI tools
- Strong attention to detail with the ability to manage multiple priorities and deadlines
- Effective communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization
- Proactive, self-motivated, and results-oriented mindset with a continuous improvement focus
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.