Job Summary
The VP Deputy Treasurer will serve as a key member of the Finance leadership team responsible for delivering value-added liquidity management solutions in support of enterprise-wide decision-making debt management and achieving targeted liquidity and capital profile for F&G. The position will also lead efforts to develop and execute capital raising strategies that meets the long-term liquidity and growth objectives of the organization. This position will be a key point of contact for funding and liquidity considerations across all entities the organizations overall liquidity metrics and the development of different liquidity solutions to meet our companys strategic goals.
This position reports to the SVP Capital Management & Treasurer and will interact with multiple teams throughout the organization and all levels of senior management. Additionally this position will serve as the primary contact for banking partners across the suite of products for consideration in F&Gs liquidity strategy and capital markets issuances. This position will lead teams dedicated to developing and monitoring liquidity strategies across all operating entities and for cash forecasting/cash operations including direct leadership of the Treasury function and the Treasury Operations team.
Duties and Responsibilities
- Lead development of firm liquidity strategy and works to align overall strategy with business needs desired liquidity profile and capital structure across all operating and holding companies.
- Develop market recommendations to ensure F&G maximizes its available opportunities in debt equity and funding agreement markets ensuring desired capitalization ratios spread enhancement and ALM profile. Manage Treasury Operations and Liquidity Management to meet the changing needs of the business.
- Partner with key stakeholders to establish and monitor cash forecasting framework including development of reports to ensure accuracy of cash reporting and identify potential funding needs
- Develop and execute short-term cash management strategy maximizing return on excess cash and establishing a framework for short-term investment with Risk and CIO.
- Collaborate across the organization to ensure the liquidity impacts of overall firm strategies are understood including the need for any external funding sources.
- Develop and expands F&G relationships with relevant stakeholders (e.g.; FNF banking partners rating agencies) on liquidity plans capital markets issuances funding alternatives and market performance.
- Primary contact for direct communication with DCM banking teams to gather market color understand opportunities and risks and proactively consider forward looking strategy.
- Develop and participate in debt investor outreach increasing F&Gs profile with credit investors to broaden investor base and increase deal participation.
- Develop and present all relevant liquidity material and capital markets transactions to Capital Committee and other Committees as necessary.
- Collaborate with the risk team to assess market risks and opportunities and develop a rigorous risk framework around issuance and short-term liquidity stress testing.
- Partner with other areas of the organization on strategic initiatives and corporate development activities. Leads and develops models and ensures the appropriate funding/capital profile is achieved.
- Ad hoc liquidity decision support requests
Experience and Education Requirements
- Bachelors Degree in Accounting Finance Actuarial Business or related field
- 15 years of professional finance experience in life & annuity insurance companies or banking firms
- 5 years of experience in Treasury/Capital Markets
- MBA CPA or CFA strongly preferred
Knowledge Skills & Abilities
- Strong communication organization and interpersonal skills necessary to establish and maintain effective working relationships with others.
- A passion for new challenges leadership and delivering results.
- Strong knowledge of fixed income markets corporate finance and company valuation methods
- Ability to represent F&G professionally with investors and other stakeholders
- Ability to direct a multi-departmental team toward a common goal
- Strong intuitive and analytical skills; Ability to think ahead and conduct strategic planning.
- Ability to handle multiple complex tasks and prioritize in a fast-paced environment.
- Expertise to improve processes and utilize technology to make procedures and processes more efficient.
- Focus on advanced issue resolution.
- Demonstrated track record of staff development and team organization including the ability to hire additional effective team members.
- Excellent Excel and Microsoft Office skills
- Bloomberg proficiency
Other Requirements
- Perform other functions duties and projects as assigned
- Regular and punctual attendance
- Some travel may be required (10%-15%)
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Additional Information
Work Environments
F&G believes in an employee-centric flexible environment which is why we offer the ability for in-office hybrid and remote work arrangements. During the hiring process youll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process please contact
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959 Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during lifes unexpected events.
As a national Top Workplace1 an Iowa Top Workplace2 and a proud equal opportunity employer F&G team members are empowered collaborative dynamic and authentic. We believe that by embracing these values we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA
2Des Moines Register Top Workplaces
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Required Experience:
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