Purpose:We are seeking a highly driven, intellectually curious, and technically elite Vice President, Financial Planning & Analysis, to lead the development, oversight, and evolution of our financial planning and forecasting capabilities. This role is responsible for integrating complex financial data across the organization, including cost of funds, derivatives, asset portfolios, etc. with an emphasis on forecast model development and asset portfolio analysis and forecast integration. This is not a role for someone who simply maintains models; it is for a builder who thrives on solving difficult problems, challenging assumptions, and creating scalable analytical solutions.
The ideal candidate combines exceptional quantitative and financial modeling skills with an ownership mindset and a bias toward action. This role has significant senior manager exposure including partnering with Apollo. They are resilient and energized by operating in a fast-paced environment where expectations are high and ambiguity is common. Experience in insurance, annuities, asset-intensive businesses, actuarial, FP&A, consulting, professional services, or other analytically rigorous environments is strongly preferred.
Accountabilities:- Lead overall oversight, development, and enhancement of enterprise FP&A models.
- Aggregate cost of funds, derivatives, assets, treasury, accounting, and other financial data into a comprehensive financial plan.
- Ensure models appropriately capture asset and liability interactions, interest rate scenarios, and other complex financial analytics.
- Drive model governance, documentation, controls, and consistency across planning and forecasting cycles.
- Oversee analysis of actual-to-expected results against forecasted net investment income.
- Partner with the asset manager and investment modeling teams to evaluate drivers of investment income performance.
- Lead attribution analysis explaining changes in forecasted investment income from one period to the next.
- Assess the impact of asset portfolio activity, derivative positions, cost of funds, reinvestment assumptions, and interest rate scenarios on projected financial results.
- Provide strategic recommendations to senior management based on financial projections, scenario analysis, and performance trends.
- Translate complex actuarial, investment, accounting, treasury, and financial data into actionable insights.
- Support enterprise decision-making through rigorous analysis of financial performance, capital impacts, and earnings drivers.
- Oversee team interaction with investment modeling teams, asset managers, actuarial, treasury, accounting, tax, capital, and finance partners.
- Identify and mitigate financial forecasting, model, data quality, and reporting risks.
- Ensure FP&A models and processes are well-controlled, documented, and aligned with internal governance expectations.
- Strengthen consistency, transparency, and reliability of forecast outputs.
Qualifications and Experience:- Bachelor's degree in Finance, Mathematics, Actuarial Science, Accounting, Economics, Engineering, Statistics, or a related quantitative field.
- FSA, ASA, CFA, MBA, CPA, or advanced quantitative degree strongly preferred.
- Minimum of 10 years of experience in FP&A, actuarial analysis, investment modeling, corporate finance, insurance finance, consulting, professional services, deal teams, or related analytical roles.
- At least 5 years of management experience.
- Experience in insurance, annuities, asset-intensive insurance, asset-liability management, investment income forecasting, or financial services strongly preferred.
- Strong actuarial, quantitative, financial modeling, and analytical skills.
- Deep understanding of asset/liability interactions, interest rate scenarios, investment income drivers, and financial forecasting.
- Excellent communication and presentation skills, with the ability to influence senior management and cross-functional stakeholders.
- Ability to lead complex modeling and forecasting processes in a fast-paced environment.
- Strong leadership skills with a focus on developing technical talent.
