Financial Planning and Analysis

• Lead the portion of the FP&A team responsible for compiling analysis to support underlying Statutory and GAAP investment portfolio results
• Responsible for the timely output of data, analytics and insights that articulate a clear understanding of the results of the Company’s investment portfolio
• Manage the team through the execution of existing processes to deliver investment results to the Investment Committee, Investor Relations and Rating Agencies
• Provide guidance and leadership in the creation of more scalable processes that support broader organizational goals
• Use advanced understanding of investments to assist in developing the narrative for investment portfolio performance
• Assist with the design and delivery of investment results for executive-level presentations, ensuring alignment with corporate FP&A strategy
• Collaborate with other areas of Finance and Investments on how to improve upon the integration of various data sources
• Lead and mentor the team to ensure production of deliverables are completed timely and accurately
• Collaborate with other areas of the organization to understand the needs for additional ad-hoc investment results
• Report directly to the Investment FP&A leader and manage 2 to 3 direct reports

Manager, Investment FP&A

Senior Lead Credit Risk and Approval Officer – Corporate and Investment Banking Risk

Senior Financial Planning and Analysis Manager

Financial Analyst

Product Manager, Embedded Finance

Vice President, Investments Underwriting