Purpose:We are seeking a highly analytical and detail-oriented Senior Financial Analyst, Financial Planning & Analysis, to support statutory income statement projections, legal entity forecasting, capital plan support, and tax forecasting activities. This role will be primarily accounting, statutory, and forecast focused, supporting the Director, FP&A, with actuals reconciliation, forecast analysis, reporting, and cross-functional coordination.
The ideal candidate will have a finance, accounting, actuarial, or quantitative background, with experience in insurance, annuities, asset-intensive insurance, statutory reporting, legal entity analysis, or asset-liability management. This individual should be comfortable working in a fast-paced environment and partnering with Accounting, Capital, Tax, Actuarial, Treasury, and FP&A teams.
Accountabilities:- Support statutory income statement projections for assigned legal entities.
- Assist with legal entity projections for statutory forecasting, capital planning, and tax forecasting.
- Prepare forecast templates, supporting analysis, and projection outputs.
- Help evaluate run rates, forecast patterns, and reasonability of assumptions.
- Reconcile actual results to forecasted projections as actuals emerge.
- Analyze actual-to-forecast variances and identify key drivers of change.
- Support review of run rates, patterns, and actuals launches to ensure consistency and reasonability.
- Coordinate with Accounting teams to validate actual results and understand accounting impacts.
- Support the Director in preparing forecast inputs for the Capital team.
- Assist with legal entity forecast information needed for tax forecasting.
- Coordinate with Tax and Capital partners to ensure forecast outputs are complete, accurate, and aligned.
- Help document key assumptions, changes, and forecast drivers.
- Prepare recurring reports, forecast packages, variance analysis, and legal entity financial summaries.
- Maintain and update financial models, templates, and analytical tools.
- Support management reporting related to statutory income, legal entity performance, capital planning, and tax forecasting.
- Provide clear and concise analysis to support FP&A leadership and cross-functional partners.
- Work closely with Accounting, Capital, Tax, Actuarial, Treasury, and FP&A teams.
- Gather forecast inputs, validate data, and follow up on questions or inconsistencies.
- Support process improvements to enhance reporting accuracy, efficiency, and transparency.
Qualifications and Experience:- Bachelor's degree in Finance, Accounting, Actuarial Science, Mathematics, Economics, Statistics, or a related field.
- CPA, CFA, ASA, actuarial exams, MBA, or other relevant credentials are a plus.
- 3+ years of experience in FP&A, accounting, statutory reporting, actuarial analysis, legal entity forecasting, tax forecasting support, capital planning support, consulting, professional services, deal teams, or related analytical roles.
- Experience in insurance, annuities, asset-intensive insurance, statutory financial reporting, or asset-liability management preferred.
