Fortitude Re

Financial Planning and Analysis

• Support the implementation and ongoing operation of the firm’s investment data operating model
• Ensure high-quality, timely, and reliable data across investment processes
• Act as a subject matter expert and primary executor across data operations workflows
• Contribute to ensuring the platform supports IBOR production, investment processes, risk analytics, compliance, and reporting needs
• Execute and oversee daily data operations processes

Senior Associate, Investment Operations Data

Strategy

• Support capital optimization efforts across entities and regulatory regimes, including economic framework and internal model initiatives.
• Support Bermuda regulatory initiatives including establishing production processes for group supervision, evaluating and implementing changes to the regulatory regime, and leading internal capital model development.
• Implement transformations within capital management across all functional areas to improve system and modeling capabilities and deliver reporting timeline efficiencies.
• Support model validation and governance efforts to ensure robust control framework, transparency and documentation of critical models within capital management function.
• Support company growth initiatives by evaluating new business including reinsurance and acquisition to ensure capital is appropriately valued with respect to pricing standards and inforce reporting.
• Support efforts for new business across all capital management functions to ensure successful transition from pricing to inforce reporting.
• Collaborate with ALM team on asset deliverables.

AVP, Capital Management, Strategic Projects

• Play a key role in supporting the implementation and ongoing operation of the firm’s investment data operating model
• Act as a subject matter expert and primary executor across data operations workflows
• Ensure high-quality, timely, and reliable data across IBOR, ABOR, investment processes, middle-office workflows, compliance, and reporting
• Partner across Front Office, Technology, Risk, Operations, and external vendors to support the delivery of a scalable, well-governed data ecosystem
• Execute and oversee daily data operations processes to ensure accurate and timely delivery of investment data
• Investigate, resolve, and escalate data quality issues across security master, pricing, corporate actions, reference data, positions, transactions, and exposures
• Document workflows, data definitions, and operating procedures to ensure consistency and transparency

• Lead the quarterly forecasting production of all financial based metrics, including management earnings and valuation, US GAAP and other financial based capital constraints such as leverage, across a range of scenarios and sensitivities.
• Serve as the technical lead within CMFT for US GAAP based projections, partnering with Finance for accounting policy interpretation, income measurement, and general ledger reconciliations to ensure consistency between forecast outputs and the enterprise financial reporting framework.
• Provide critical review and attribution of forecasting model results, explaining period-over-period movements for key drivers; develop source-of-earnings and attribution analyses in collaboration with the broader Capital Management team.
• Define and document finance related requirements for the enterprise forecasting model; partner with the Actuarial Modeling team to investigate issues, test new functionality, and approve model changes prior to production deployment.
• Perform trend and variance analysis to validate financial forecasts to Finance’s budget and actual reported results.
• Develop executive-level forecasting analytics, scenario analysis, and KPI reporting to support strategic decision-making and enterprise performance management.
• Design and execute controls to ensure the accuracy, consistency, and governance of forecasting processes, models, and reporting deliverables.
• Develop supplementary systems and processes to extend the enterprise forecasting model’s coverage, ensuring reporting requirements are met across entities, accounts, and business segments not directly modeled within the core architecture.
• Collaborate with the broader CMFT on the development and alignment of forecast sensitivities, with specific focus on the implications for financial and management basis outputs.
• Drive initiatives to operate on a unified, highly automated model architecture for downstream reporting, reducing manual processes and improving scalability across forecasting outputs.
• Support senior management and board-level reporting, including the preparation and presentation of capital forecast materials for management committees.
• Manage a small team of finance and forecasting professionals, fostering a culture of cross-functional collaboration.

Vice President, Capital Forecasting Finance Manager

• Execute assigned components of the quarterly financial-based production process.
• Support the development and maintenance of US GAAP-based projections, performing reconciliations to ensure consistency between forecast outputs and the enterprise financial reporting framework.
• Prepare period-over-period variance analyses for assigned financial forecast outputs, identifying and documenting key drivers for review by senior team members.
• Perform trend analysis to validate that forecasted reporting items are consistent with, or clearly explainable relative to, actual reported results, with particular focus on US GAAP and management basis outputs.
• Gather and incorporate current business developments and management assumptions into forecast models as directed, ensuring input reflects the latest available information.
• Execute controls as designed to ensure the accuracy and auditability of all projection outputs.
• Maintain supplementary processes and analytical tools to extend the enterprise forecasting model’s coverage.
• Contribute to automation and model architecture improvement initiatives to reduce manual processes and improve scalability across forecasting outputs.
• Support the preparation of senior management and board-level reporting materials, including capital forecast summaries and variance commentary for management committees.

Senior Associate, Capital Forecasting – Finance

• Execute the quarterly production of financial-based forecast outputs, including management earnings and valuation, US GAAP, and financial-based capital constraints such as leverage ratios, across a range of scenarios and sensitivities.
• Support the development and maintenance of US GAAP-based projections, partnering with Finance on reconciliations to ensure consistency between forecast outputs and the enterprise financial reporting framework.
• Conduct detailed attribution of forecasting model results for period-over-period movements, and reconciliations of capital-based forecasts to actual and Budget results.
• Support the definition and documentation of business requirements and assist the Actuarial Modeling team in investigating issues, testing new functionality and validating changes prior to production deployment.
• Perform trend analysis to validate that forecasted reporting items are consistent with, or clearly explainable relative to, actual reported results, with particular focus on US GAAP and management basis outputs.
• Execute controls as designed to ensure the accuracy and auditability of all projection outputs and escalate issues for resolution as they arise.
• Develop and maintain supplementary processes and analytical tools to extend the enterprise forecasting model’s coverage, ensuring reporting requirements are met across entities, accounts, and business segments not directly modeled within the core architecture.
• Contribute to automation and model architecture improvement initiatives to reduce manual processes and improve scalability across forecasting outputs.
• Support the preparation of senior management and board-level reporting materials, including capital forecast summaries and variance commentary for management committees.

Assistant Vice President, Capital Forecasting – Finance

Vice President

• Lead the enterprise capital forecasting strategy supporting long-term business planning, capital deployment optimization, and enterprise growth
• Drive continuous improvement in forecasting transparency, analytical consistency, and integration across downstream reporting, strategic planning, and management information systems
• Establish and govern enterprise-wide forecasting methodologies, scenario management standards, and capital planning frameworks to ensure consistency, transparency, and strategic alignment across the organization
• Oversee the quarterly forecasting of all capital and financial-related metrics, including management earnings and valuation, US GAAP, leverage targets, Embedded Value, regulatory (EBS/BSCR) and rating agency frameworks across a range of scenarios and sensitivities
• Define requirements for the enterprise forecasting model, partner with the Actuarial Modeling team to develop and test new functionality, and approve model changes prior to production deployment
• Establish a common framework for explaining results period-over-period, enabling attribution analyses across all reporting bases, enhancing management understanding of capital drivers and sensitivities
• Serve as the technical authority within CMFT, with oversight of reserving and capital requirements under US GAAP, the Bermuda Economic Balance Sheet (EBS), and rating agency capital frameworks (Fitch, AM Best, Moody’s), ensuring technical accuracy and consistency across all forecast outputs
• Identify and design supplementary systems and processes to extend the enterprise forecasting model’s coverage, ensuring all reporting requirements are met across entities, accounts, and business segments not directly modeled within the core architecture
• Drive CMFT’s contribution to the transformation of forecasting capabilities through automation, integrated data solutions, enhanced analytical tooling, and streamlined operating models to improve scalability, governance, and operational efficiency
• Design and monitor the control framework governing all CMFT forecasting deliverables, in line with internal model risk and audit standards
• Partner with Finance, Treasury, Investments, Risk, and Actuarial teams to align forecasting assumptions, strategic planning inputs, and enterprise capital objectives across all major business initiatives
• Lead, develop, and mentor a team of actuarial and finance professionals fostering a culture of technical excellence, continuous improvement, and cross-functional collaboration

Vice President, Capital Management Forecasting

• Managing the day-to-day activities related to the company’s consolidated tax provision process, investment-related tax matters, and tax technical implementation.
• Serve as a technical resource across income tax accounting and emerging tax legislation.
• Partner closely with Finance, Treasury, Legal, and external advisors to ensure compliance and accurate financial reporting.
• Manage the consolidation efforts of the annual and income tax provision process under ASC 740, including current and deferred tax calculations.
• Prepare and review effective tax rate (ETR) analysis including various management metrics.
• Maintain and reconcile deferred tax assets and liabilities, including the associated valuation allowance analysis.
• Identify and incorporate the income tax provision impact of intercompany transactions, separate company calculations, and consolidated return adjustments.
• Coordinate with external auditors on tax provision review and sign-off; responding to audit inquiries and information requests.
• Enhance tax provision models, processes, and internal controls to support accuracy and efficiency.
• Prepare tax footnotes and disclosures for financial statements in compliance with U.S. GAAP.
• Manage tax matters related to the company's investment portfolio, including equity investments, fixed income, alternatives, and derivatives.
• Serve as initial point of contact to facilitate information sharing between tax investment strategy team, financial controllership, and tax operations.
• Coordinate with Treasury and Investment teams on the tax reporting impact of portfolio transactions, restructurings of existing initiatives, and new investment vehicles.
• Develop and maintain a working knowledge of third-party investment software, including building an effective relationship with representatives of the vendor.
• Serve as liaison to tax strategy to ensure proper reflection and application of their analysis, including proposed and enacted tax legislation, regulations, and IRS guidance.
• Implement tax planning opportunities, including credits, incentives, and method changes.
• Manage and respond to federal and state tax audits, notices, and information document requests (IDRs).
• Maintain tax technical library and ensure policies and procedures reflect current law.
• Assist with preparation and review of complex federal, state, and local income tax returns, including consolidated filings.
• Collaborate with Accounting, Strategic Finance, Legal, and Treasury to facilitate tax input on business initiatives and financial reporting.
• Support junior tax staff through review, mentoring, and training on tax concepts and processes.

Tax Manager

• Oversee and prepare group consolidations in support of quarter- and year-end close
• Support the US GAAP external and internal reporting process
• Prepare the financial reporting requirements for any Debt Issuance
• Ensure all controls and government processes are being followed and accurately recorded
• Assist with the maintenance and ongoing development of the internal control framework
• Participate in process improvement and other ad hoc projects as required
• Act as a key liaison with internal and external auditors on financial reporting
• Significant interaction and coordination with actuarial, investments, and tax teams

AVP, Financial Reporting

• Lead certain areas of the annual ICFR Program risk assessment and scoping process including monitoring significant changes and evaluating and reporting identified control deficiencies
• Partner with the Business to support the remediation of significant deficiencies and material control weaknesses and external auditors in the public company readiness assessments
• Engage with internal and external auditors in the execution of their work, to promote efficiencies through increased reliance on internal controls
• Develop ICFR Program communications for key stakeholders including the ICFR and Audit Committee
• Assist in the development and implementation of the internal controls testing function, including establishing protocols for testing financial reporting controls, ongoing monitoring and overseeing the remediation of identified deficiencies
• Seek uniformity and automation of controls across the Company through efficient use of financial systems and innovative technology to enhance and continuously improve the design and effectiveness of controls, including efficiencies in the documentation, assessment, and testing of controls
• Supports our core values by communicating and teaming effectively across different cultures and levels within the organization.

AVP, Financial Controls

• Lead automated controls, design and delivery
• Own the design and implementation of automated controls embedded directly into investment, underwriting, settlements, finance and data workflows
• Own the control execution and operation through the development life cycle and identify clear accountability for control ownership and execution once in production, including transition of ownership/execution to accountable team
• Translate financial, operational, IT, cyber, data governance and AI risk requirements into automated and other controls embedded in investment, underwriting, settlements, finance, and data workflows
• Identify risks associated with business processes and recommend, design and document controls to address those risks
• Simplify and standardize control processes so that controls are “built-in” rather than added on
• Embed controls into the data & analytics platform
• Work with data, technology, and architecture teams to build controls into data pipelines (data quality checks, reconciliations, lineage, access control, etc.)
• Establish and implement continuous monitoring, dashboards, and alerts for key controls and risk indicators
• Ensure data controls evolve alongside changes to data architecture, pipeline, and downstream consumption
• Design, build and maintain automated internal financial controls over settlements, reserving, and financial reporting, ensuring controls execute reliably and produce auditable evidence
• Work with IT to review/confirm appropriate ITGCs (access, change management, operations) for key applications and the new platform, supporting ICFR where applicable
• Establish a process and accountability for maintaining control documentation, evidence, and issue tracking as part of data-to-day operations
• Work with IT to review/confirm embedded automated controls have been established to manage operational and technology risks including process failures, data loss, unauthorized access, and system misuse
• Partner with Information Security to ensure robust IAM, logging, monitoring, and incident detection within critical processes
• Support governance of AI/machine learning and analytics models, including controls over data sourcing, versioning, approvals, performance monitoring, and model changes
• Serve as a control lead on transformation initiatives, ensuring controls are considered from design through implementation
• Establish and maintain operating model for automated controls, including ownership, lifecycle management, evidence, exceptions and remediation
• Drive adoption of automation-first, controls-by-design practices through hands-on engagement, workshops and training with business and technology teams
• Establish continuous control monitoring and follow up on issues and remediation to manage risk and control performance in real time
• Investigate control exceptions, coordinate remediation and ensure sustainable fixes are implemented
• Develop metrics and dashboards to assess control coverage, reliability, and efficiency, and continuously identify opportunities to further automate, rationalize and simplify controls
• Provide transparent control evidence and performance reporting to business, Risk, Compliance and Internal Audit as downstream stakeholders.

AVP, Automated Controls

QA Engineer

• Design, develop, and maintain automated data quality checks, validation rules, and exception-handling pipelines using Python
• Implement and maintain data quality frameworks aligned with DAMA-DMBOK and internal governance standards
• Develop and implement data quality metrics, scorecards, and dashboards to track completeness, accuracy, consistency, timeliness, and validity across reinsurance datasets
• Build and maintain data quality monitoring pipelines that integrate with existing data infrastructure (e.g., data lake, data warehouse, ETL/ELT workflows)
• Collaborate with data stewards, data owners, and business stakeholders to define acceptable quality thresholds and remediation workflows
• Investigate root causes of data quality issues across investment data, treaty data, claims data, and exposure datasets; document findings and drive resolution
• Partner with data engineering teams to integrate quality gates into CI/CD and data pipeline processes
• Maintain comprehensive documentation of quality rules, lineage, and remediation outcomes within the data governance catalog
• Support internal and external audits by providing data quality evidence and lineage reports

Senior Associate, Investment Operations Data

AVP, Capital Management, Strategic Projects

Senior Associate, Investment Operations Data

Vice President, Capital Forecasting Finance Manager

Senior Associate, Capital Forecasting – Finance

Assistant Vice President, Capital Forecasting – Finance

Vice President, Capital Management Forecasting

Tax Manager

AVP, Financial Reporting

AVP, Financial Controls

AVP, Automated Controls

Senior Associate, Data Quality Engineering