- Company Name
- American Equity
- Job Title
- Senior Finance Business Partner, Accounting
- Job Description
-
Job Title: Senior Finance Business Partner, Accounting
Role Summary:
Serve as the primary financial liaison for executive leadership, driving budgeting, expense analysis, and project financial planning. Translate financial data into actionable insights, improve internal processes, and support strategic initiatives across multiple departments.
Expectations:
- Deliver accurate budgeting, forecasting, and expense management for a complex, multi‑entity organization.
- Provide timely, clear financial analysis and recommendations to senior leaders.
- Lead continuous improvement of financial controls, reporting tools, and spend allocation.
- Foster cross‑functional collaboration and promote financial discipline throughout the company.
Key Responsibilities:
1. Executive & Departmental Liaison
• Partner with senior leaders to understand business plans and translate them into financial objectives.
• Facilitate communication between Accounting and department heads on expense data and financial performance.
2. Budgeting & Forecasting
• Design, implement, and maintain internal budgeting processes and reporting tools.
• Prepare and analyze quarterly budget variances, expense accruals, and financial projections for major projects.
3. Expense Management & Analysis
• Monitor departmental expense activity, identify trend drivers, and recommend corrective actions.
• Conduct root‑cause analysis of variances and propose improvements to policies or procedures.
4. Reporting & Presentation
• Compile expense and budget reports for Accounting Management, regulators, and the Board.
• Create clear, concise presentations for senior and executive management and field questions effectively.
5. Project Financial Planning
• Define financial goals, ROI metrics, and allocation for new initiatives.
• Assist with capital budgeting, amortization schedules, and resource allocation.
6. Process Improvement & Controls
• Identify, approve, and implement process improvements to enhance accuracy and efficiency.
• Work with Risk, Audit, Procurement, and Operations to embed controls and oversight.
7. Systems & Tool Support
• Maintain data integrity in PeopleSoft/Oracle, SAP, Hyperion, Cognos, or other planning/consolidation tools.
• Leverage Microsoft Office Suite for analysis, dashboards, and reporting.
Required Skills:
- **Financial Analysis & Expense Management** – 5+ years of progressive experience in a public or private company.
- **Budgeting & Forecasting** – Proven track record of developing and reviewing budgets.
- **Analytical & Problem‑Solving** – Ability to define problems, collect data, and recommend solutions.
- **Communication & Presentation** – Strong written and verbal skills; experience presenting to senior executives.
- **Stakeholder Management** – Ability to influence cross‑functional teams and secure buy‑in.
- **Project Leadership** – Experience managing financial aspects of projects; familiarity with project management principles.
- **Controls & Compliance** – Working knowledge of GAAP, STAT accounting, and internal control frameworks.
- **Technical Proficiency** – Experience with PeopleSoft/Oracle, SAP ledger, Hyperion, Cognos; proficient in Microsoft Office.
Required Education & Certifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Minimum 5 years of progressively responsible financial analysis and expense management experience.
- CPA or CPA candidate preferred.
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West des moines, United states
Hybrid
Senior
27-11-2025