Financial Planning Analyst

4 weeks 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.

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