Financial Planning Analyst

1 day ago

Richmond, United States Genworth Full time

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to work in serving our millions of policyholders each day.

We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism.

Our four values guide our strategy, our decisions, and our interactions:

  • Make it human. We care about the people that make up our customers, colleagues, and communities.
  • Make it about others. We do what's best for our customers and collaborate to drive progress.
  • Make it happen. We work with intention toward a common purpose and forge ways forward together.
  • Make it better. We create fulfilling purpose-driven careers by learning from the world and each other.

POSITION TITLE

Financial Planning Analyst

POSITION LOCATION

Richmond, VA (hybrid) or

Remote US (Eastern and Central Time Zones)

This position is available to Virginia residents as Richmond, Virginia in-office applicants or remote applicants residing in states/locations under Eastern or Central Standard Time: Alabama, Arkansas, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington DC, Vermont, West Virginia or Wisconsin.

YOUR ROLE

You will be responsible for preparing and maintaining monthly & quarterly analysis of investment results. You will develop variance analyses and reconciliations and use problem solving and critical thinking skills to explain drivers. You will support the financial reporting and planning processes through assigned tasks and special projects.

What you will be doing

  • Develop variance analysis reporting and reconciliation of actual results to prior estimates and provide explanations. Communicate investment results to portfolio management, corporate and US Life business line leaders. Analysis includes the evaluation of book values, book yields, earned investment income and cash flows.
  • Create investment related projections for short range, multi-year and operating plan forecasting processes. Effectively communicate and explain projections to investment management and business line leaders including changes versus liability pricing assumptions, prior forecasts and operating plans.
  • Manage the monthly cash flow forecasting process by evaluating and explaining variances and partnering with forecast owners to improve accuracy
  • Support the monthly forecasting and annual planning of investment realized gains/losses
  • Play a critical role managing, redesigning and improving current TM1 based planning model
  • Assist in the creation of a culture of continuous improvement, eliminate non-value added activities and deliver business impact/results
  • Support other process improvement and cross functional initiatives as needed. Other likely partners include investment controllership, derivatives accounting, tax, corporate FP&A, portfolio/asset management and finance systems.

What you bring

  • Bachelor's degree in Finance, Accounting or related field
  • 2-5 years of Finance, Accounting or investment analysis experience
  • Ability to design and implement solutions while successfully managing change with process owners
  • Ability to identify opportunities and work across business/functional areas efficiently and effectively
  • Accelerated analytical and problem solving skills
  • Excellent communication and presentation skills
  • Ability to influence, gain consensus, foster support and work collaboratively within a team
  • Solid networking and relationship building skills
  • Ability to identify best practices and apply to FP&A processes
  • Ability to manage multiple and changing priorities
  • Accelerated PC Skills including MS Office tools: Excel, Word, & PowerPoint

Nice to have

  • GAAP/STAT accounting and reporting experience or knowledge
  • Knowledge of basic investment concepts, markets, & products
  • Chart of Accounts knowledge
  • Experience with Oracle Financials, Cognos TM1 & Oracle Discoverer

Employee Benefits & Well-Being

Genworth employees make a difference in people's lives every day. We're committed to making a difference in our employees' lives.

  • Competitive Compensation & Total Rewards Incentives
  • Comprehensive Healthcare Coverage
  • Multiple 401(k) Savings Plan Options
  • Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded)
  • Generous Paid Time Off - Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave
  • Disability, Life, and Long Term Care Insurance
  • Tuition Reimbursement, Student Loan Repayment and Training & Certification Support
  • Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management)
  • Caregiver and Mental Health Support Services

ADDITIONAL

  • At this time, Genworth will not sponsor a new applicant for employment authorization for this position.
  • No agencies please

For the State of New York:

The base salary pay range for this role starts at a minimum rate of $88,100 up to the maximum of $145,500. In addition to your base salary, you will also be eligible to participate in an incentive plan. The incentive plan is based on performance and the target earning opportunity is 7% of your base compensation. The final determination on base pay for this position will be based on multiple factors at the time of this job posting including but not limited to geographic location, experience, and qualifications to ensure pay equity within the organization.

  • PeopleSoft Financials Analyst

    2 weeks ago

    Richmond, United States InfoPeople Corporation Full time

    ABOUT THE ROLE Client is looking for a ERP Analyst with documentation and testing experience in support of PeopleSoft Financials systems. This position is primarily responsible for business analysis, functional/technical documentation and test planning of Client's PeopleSoft Financials system utilized by DGS Fiscal Services. This person will work closely...

  • Financial Planning Analyst

    1 day ago

    Richmond, VA, United States Genworth Full time

    At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to...

  • Financial Planning Analyst

    18 hours ago

    Richmond, VA, United States Genworth Full time

    At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to...

  • Financial Analyst

    1 month ago

    Richmond, California, United States Commonwealth of Virginia Full time

    VCU's Grants & Contracts Department seeks a highly skilled Financial Analyst to support the post-award administration of grants and contracts.As a Financial Analyst, you will be responsible for the financial management of grants and contracts from award to close-out. Your duties will include data entry in financial systems, analyzing data to ensure cost...

  • Financial Reporting Analyst

    4 weeks ago

    Richmond, United States Swedish Match AB Full time

    Swedish Match North America LLC, develops, manufactures, and sells quality products with market leading brands such as ZYN nicotine pouches and other smokeless tobacco products. Our vision is "A world without cigarettes," and our mission is to provide adult consumers with alternatives that are enjoyable, but have a lower risk than smoking. We are one of the...

  • Senior Financial Accounting Analyst

    2 months ago

    Richmond, United States Hoxton Circle Full time

    As a leading global technology services firm, our client is looking for a Senior Financial Analyst to join their expanding team. Due to recent growth and business services expansion, this newly created Senior Financial Accounting Analyst is unique and valuable seat, positioned between the Finance, IT and Accounting departments, supporting various strategic...

  • Financial Performance Analyst

    24 hours ago

    Richmond, California, United States Richmond Head Office Full time

    At Richmond Head Office, we are seeking a highly skilled Financial Performance Analyst to join our team. As a key member of the finance department, you will play a crucial role in supporting strategic decisions with data analysis and enhancing operational efficiency through process improvements.We offer an attractive salary of £60,000 - £80,000 per annum,...

  • Junior Financial Analyst

    2 weeks ago

    Richmond, United States Insight Global Full time

    ***this position must sit in Richmond, VA****Position: Junior Financial AnalystDuration: 12-month contract - may extend or flip FTELocation: Hybrid in Richmond, VAPay: Most likely between 32-35/hourShift: Standard business hoursMust-haves 1-2+ years of professional experience in the financial services industryCritical thinking, creativity, and...

  • Junior Financial Analyst

    2 weeks ago

    richmond, United States Insight Global Full time

    ***this position must sit in Richmond, VA****Position: Junior Financial AnalystDuration: 12-month contract - may extend or flip FTELocation: Hybrid in Richmond, VAPay: Most likely between 32-35/hourShift: Standard business hoursMust-haves 1-2+ years of professional experience in the financial services industryCritical thinking, creativity, and...

  • Junior Financial Analyst

    2 weeks ago

    richmond, United States Insight Global Full time

    ***this position must sit in Richmond, VA****Position: Junior Financial AnalystDuration: 12-month contract - may extend or flip FTELocation: Hybrid in Richmond, VAPay: Most likely between 32-35/hourShift: Standard business hoursMust-haves 1-2+ years of professional experience in the financial services industryCritical thinking, creativity, and...

  • Lead Financial Reporting Analyst

    4 weeks ago

    Richmond, United States Swedish Match AB Full time

    Swedish Match North America LLC, develops, manufactures, and sells quality products with market leading brands such as ZYN nicotine pouches and other smokeless tobacco products. Our vision is "A world without cigarettes," and our mission is to provide adult consumers with alternatives that are enjoyable, but have a lower risk than smoking. We are one of the...

  • Lead Financial Reporting Analyst

    3 weeks ago

    Richmond, United States Swedish Match AB Full time

    Swedish Match North America LLC, develops, manufactures, and sells quality products with market leading brands such as ZYN nicotine pouches and other smokeless tobacco products. Our vision is "A world without cigarettes," and our mission is to provide adult consumers with alternatives that are enjoyable, but have a lower risk than smoking. We are one of the...

  • Senior Financial Risk Analyst

    4 weeks ago

    Richmond, Virginia, United States Idea Financial Full time

    Acquiring a Senior Underwriter position at Idea Financial means becoming part of a dynamic team focused on enhancing business growth through financial opportunities.This role involves reviewing and analyzing credit requests for prospects and customers to ensure they receive the best financing options.Responsibilities:This position independently evaluates and...

  • Sr. Financial Analyst

    2 weeks ago

    Richmond, United States Robert Half Full time

    Job DescriptionJob DescriptionThe Part-Time Senior Financial Analyst will support the finance team in managing financial operations, providing insights, and developing key financial strategies for the company. This role involves analyzing financial data, preparing reports, creating forecasts, and offering strategic recommendations to senior leadership. This...

  • ERP Analyst

    2 weeks ago

    Richmond, United States Crescens Full time

    Role: ERP Analyst - PeopleSoft Financials Location: Richmond VA (Hybrid - 3-4 days /week) Duration: 10 Months Type: Contract Note: Want to upload canididate utility bill or driver's license with their name and local RVA address to confirm that they were in Richmond VA. Both Web Cam and In Person Interview Responsibilities: Required Experience, Knowledge,...

  • DGS - ERP Analyst 4 (PeopleSoft Financials)

    2 weeks ago

    Richmond, United States Lorven Technologies Full time

    Role: DGS - ERP Analyst 4 (PeopleSoft Financials) Location: 101 N. 14th Street, 16th Fl., Richmond, VA 23219 - Hybrid - ON SITE 3-4 day/week. Job Type : Contract Job Description: ABOUT THE ROLE The Virginia Dept. of General Services (DGS), Information Systems & Services (ISS) is looking for a ERP Analyst with documentation and testing experience in support...

  • ERP Analyst

    2 weeks ago

    Richmond, United States Rose International Full time

    Date Posted: 11/14/2024Hiring Organization: Rose InternationalPosition Number: 474386Job Title: ERP Analyst (PeopleSoft Financials)Job Location: Richmond, VA, USA, 23219Work Model: HybridShift: Onsite 3-4 days /weekEmployment Type: TemporaryEstimated Duration (In months): 11Min Hourly Rate($): 90.00Max Hourly Rate($): 95.00Must Have Skills/Attributes:...

  • ERP Analyst

    2 weeks ago

    richmond, United States Rose International Full time

    Date Posted: 11/14/2024Hiring Organization: Rose InternationalPosition Number: 474386Job Title: ERP Analyst (PeopleSoft Financials)Job Location: Richmond, VA, USA, 23219Work Model: HybridShift: Onsite 3-4 days /weekEmployment Type: TemporaryEstimated Duration (In months): 11Min Hourly Rate($): 90.00Max Hourly Rate($): 95.00Must Have Skills/Attributes:...

  • Senior Financial Analyst

    1 month ago

    Richmond, California, United States Commonwealth of Virginia Full time

    Job SummaryThe Commonwealth of Virginia is seeking a highly skilled Senior Financial Analyst to join our team in the College of Humanities and Sciences. As a Senior Financial Analyst, you will serve as a financial manager and provide professional-level accounting services in support of business operations for various departments and schools within the...

  • Financial Analyst

    4 weeks ago

    Richmond, California, United States LHH Full time

    We are seeking a skilled Financial Analyst to join our team in Richmond, VA. As a key member of our investment banking team, you will be responsible for performing financial analysis of new and existing portfolio companies. Your expertise in financial modeling and analysis will be crucial in helping us make informed investment decisions.Key responsibilities...