Head of FP&A
Key Responsibilities:
Financial Planning & Forecasting:
- Lead or support the development of annual budgets, multi-year forecasts, and strategic plans.
- Model cash flows, earnings, and capital impacts related to life and annuity reinsurance transactions.
Performance Analysis:
- Analyze actual vs. forecast results across investment portfolios and insurance liabilities.
- Provide insights into drivers of profitability, capital efficiency, and risk-adjusted returns.
Strategic Support:
- Partner with investment, actuarial, and finance teams to evaluate new reinsurance structures and asset strategies.
- Support scenario modeling and sensitivity analysis for strategic decision-making.
Reporting & Presentations:
- Prepare executive-level dashboards, board materials, and investor presentations.
- Translate complex financial and actuarial data into clear, actionable insights.
Cross-Functional Collaboration:
- Work closely with accounting, actuarial, and investment teams to ensure alignment of financial assumptions and reporting.
- Support regulatory and rating agency inquiries as needed.
Qualifications:
- Bachelor's degree in Finance, Accounting, Actuarial Science, Economics, or related field; advanced degree or designation (CPA, CFA, ASA/FSA) preferred.
- 5+ years of experience in FP&A, corporate finance, investment analysis, or actuarial roles.
- Strong understanding of life and annuity products, reinsurance structures, and insurance accounting principles.
- Advanced Excel and financial modeling skills
- Excellent communication and presentation skills, with the ability to influence senior stakeholders.
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