Purpose:We are seeking a highly technical and quantitative Senior Manager, Financial Planning & Analysis, to support FP&A model development, investment modeling, and complex financial analytics. This role will report directly to the Vice President, FP&A, and will play a key role in developing, enhancing, and maintaining models that support enterprise financial planning and investment income forecasting.
The ideal candidate will have an actuarial, quantitative, investment modeling, financial engineering, or advanced FP&A background, with experience in insurance, annuities, asset-intensive insurance, and asset-liability management. Experience in consulting, professional services, deal teams, actuarial roles, investment analytics, or FP&A teams is a plus.
Accountabilities:- Support the VP in developing, enhancing, and maintaining FP&A models.
- Build and improve models that integrate asset, liability, derivative, treasury, cost of funds, accounting, and other financial data.
- Support asset/liability interaction modeling, interest rate scenario analysis, and other complex analytics.
- Ensure model outputs are accurate, well-controlled, and appropriately documented.
- Work closely with the investment modeling team, asset manager, treasury, actuarial, and accounting partners.
- Support analysis of projected net investment income and related forecast drivers.
- Analyze actual-to-expected results against forecasted investment income.
- Assist in developing attribution analysis explaining period-over-period changes in forecasted investment income.
- Support monthly, quarterly, and annual forecasting processes.
- Evaluate key assumptions, model outputs, and sensitivities across financial planning cycles.
- Help identify risks, opportunities, and emerging trends impacting projected earnings and financial results.
- Partner with Investments, Asset Management, Actuarial, Treasury, Accounting, Tax, Capital, Risk, and IT.
- Coordinate data inputs and assumptions required for enterprise financial planning models.
- Translate complex technical information into clear insights for FP&A leadership and business partners.
- Strengthen controls, documentation, and governance around model development and forecast production.
- Support automation and data infrastructure improvements across FP&A processes.
- Help build a culture of analytical rigor, accountability, and continuous improvement.
Qualifications and Experience:- Bachelor's degree in Finance, Mathematics, Actuarial Science, Economics, Engineering, Statistics, Accounting, or a related quantitative field.
- ASA, FSA, CFA, MBA, CPA, or advanced quantitative degree preferred.
- Minimum of 6-8 years of experience in FP&A, actuarial analysis, investment modeling, quantitative finance, consulting, professional services, deal teams, insurance finance, or related analytical roles.
- Experience in insurance, annuities, asset-intensive insurance, asset-liability management, or financial services strongly preferred.
- Prior experience supporting complex model development or investment income forecasting preferred.
- Highly technical and quantitative, with strong modeling and analytical capabilities.
- Strong understanding of financial forecasting, asset/liability interactions, interest rate scenarios, and investment income drivers.
- Advanced Excel and financial modeling skills; experience with planning systems, databases, or analytical tools preferred.
- Strong communication skills, with the ability to explain complex analysis clearly.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong attention to detail, documentation, and process control.
