Fortitude Re

People Operations

• Own day-to-day administration and ongoing support of our People Technology systems.
• Configure and maintain workflows, business processes, security roles, integrations, dashboards, and reports.
• Translate business requirements into scalable system solutions aligned with operational needs.
• Identify and implement automation opportunities to improve efficiency and user experience.
• Lead system upgrades, releases, and feature adoption activities.
• Support user acceptance testing (UAT) and validate system changes prior to deployment.
• Design, build, test, and maintain system integrations between Workday and internal/external platforms (e.g., payroll, benefits, ATS, finance systems).
• Develop and maintain inbound and outbound integrations using appropriate tools (e.g., Workday Studio, EIB, APIs, web services, or middleware platforms).
• Troubleshoot integration errors and implement enhancements to improve reliability and performance.
• Monitor integration performance and resolve data discrepancies in partnership with stakeholders.
• Ensure data integrity, system controls, and compliance with internal policies and regulatory requirements.
• Manage security roles and access governance across platforms.
• Conduct regular audits and system health reviews to maintain system performance.
• Partner with People Partners, Talent Acquisition, Payroll, IT, and Finance to gather requirements and implement system enhancements.
• Communicate system updates, changes, and impacts to stakeholders.
• Serve as primary operational contact for People Technology vendors, managing support cases and routine escalations.
• Develop and maintain documentation, SOPs, and knowledge resources including data mapping logic and technical specifications for integrations.
• Stay current on HR technology trends and recommend enhancements aligned with People & Culture operational needs.

Senior Associate, People Technology

Accounting Manager

• Coordinate and manage the month-end, quarter-end, and year-end financial Insurance &amp; Group Controller close processes ensuring the integrity, accuracy, and timeliness of all ledger activity across all legal entities and reporting bases.
• Manage the completeness, accuracy, and timeliness of the general ledger close process.
• Lead legal entity accounting, consolidation, and intercompany processes, ensuring adherence to GAAP, STAT, SFS, EBS and internal methodologies.
• Oversee FX translations, cash flow support, and related-party accounting.
• Oversee the development and maintenance of the account hierarchy and ensure internal policy-aligned journal entry execution.
• Prepare SUM and support the SAB 99 process in coordination with Analytics pillar, Financial Reporting and Financial Controls.
• Develop and maintain robust control procedures, including reconciliations and drive execution of reconciliations and related controls.
• Develop and monitor internal performance metrics, providing strategic insights and recommendations.
• Support evolving business needs (e.g., legal entity restructurings, debt issuances, etc.) with timely, accurate and high-quality financial reports and supporting analysis.
• Drive enterprise transformation efforts/initiatives specific to Insurance &amp; Group Controller processes.
• Partnering with other internal stakeholders, evaluate and implement financial systems and technologies incl. AI to improve efficiency and accuracy.
• Drive standardization and documentation of processes to ensure consistency and compliance.
• Partner with internal and external stakeholders to ensure transparency and audit readiness.
• Lead and mentor a team of accounting professionals, providing guidance, mentorship, and fostering a collaborative, results-oriented culture.
• Promote a culture of continuous improvement, automation, and accountability.

VP, General Accounting

Financial Planning and Analysis

• Play a key role in directing and coordinating enterprise-wide financial processes.
• Execution of the financial audit plan, including managing coordination with external auditors.
• Ensure comprehensive view of our enterprise financial processes.
• Serve as content developer for key finance-wide engagements.
• Collaborate with the Data &amp; Analytics team and other Finance functions.

AVP, Financial Operations

• Serve as the technical specialist for complex investment asset classes and structures under the requirements of U.S. GAAP and U.S. Statutory accounting with specific expertise in ASC 810 Consolidation, ASC 815 Derivatives and Hedging, ASC 323 Equity Method and Joint Ventures, ASC 860 Transfers and Servicing of Financial Assets.
• Main point of contact for the investment office for complex transactions and structures for investments within these complex strategic asset classes, defining the related accounting and collaboration with the financial reporting team regarding operational set up for these to ensure execution of these results adheres to GAAP.
• Proactively adopt and integrate AI-powered tools and platforms into research and execution workflows as a force multiplier for research productivity and insight generation.
• Be a trusted resource for the investment accounting team regarding all technical accounting matters relating to the Company’s investment portfolios.
• Assist in researching, assessing, and documenting the accounting implications for significant or unusual transactions, leveraging standard templates.
• Monitoring, analyzing, and documenting developments (including new standards) from the FASB, SEC and NAIC that could impact the Company’s accounting policies, practices, and disclosures.
• Contribute to the documentation of financial processes and controls to promote compliance with the Company’s internal control program, with a specific focus on technical accounting matters.
• As necessary, assist team members providing real-time advice regarding U.S. GAAP and U.S. Statutory accounting policy implications to support the corporate development process for new transactions, including the investment side of new reinsurance transactions.
• Providing training and coaching to new and existing staff as needed.
• Other related duties, as assigned.

VP, Investments Accounting Policy

• Lead FP&A process modernization, partnering with EDGE to implement AI-powered forecasting, budgeting, reporting, and scenario analysis.
• Design, build, and enhance predictive analytics, machine learning models, and automation tools to improve forecast accuracy and cycle times.
• Develop and work with key partners to implement a modern FP&A technology stack, including AI/ML models, automated data pipelines, and interactive dashboards integrated with enterprise platforms.
• Establish and execute a phased modernization roadmap with defined milestones, KPIs, and business cases.
• Represents FP&A within EDGE governance forums to ensure finance requirements inform data model design, tool selection and AI prioritization.
• Partner with the FACET team to align actuarial and financial planning models and co-develop next-generation forecasting capabilities.
• Build and enhance automated, interactive reporting solutions that enable stakeholder self-service access to financial performance data.
• Design and maintain robust scenario analysis frameworks, including sensitivity analysis and what-if modeling to support leadership decision-making.
• Integrate reporting and scenario outputs with enterprise data platforms and modern visualization tools.
• Lead a lean, high-performing team while staying actively involved in solution design and implementation.
• Provide coaching and technical leadership in modern FP&A methodologies, analytics, and AI-enabled planning.
• Drive adoption of new tools, processes, and ways of working across Finance and cross-functional stakeholders.
• Communicate FP&A modernization strategy, progress, and impact to senior leadership and key stakeholders.
• Foster a culture of innovation, accountability, and continuous improvement across the FP&A function.

VP, FP&A Modernization

• Support the accounting close process, including preparation of journal entries and corresponding balance sheet reconciliations for both GAAP and STAT bases of accounting.
• Perform detailed analytical review of investment income, yields, fair value changes, and realized/unrealized gains and losses.
• Support quarterly and annual statutory and GAAP investment disclosures and footnotes.
• Assist in implementation and onboarding of new investment portfolios related to block acquisitions.
• Support regulatory filings and ad hoc requests related to Bermuda Monetary Authority (BMA) requirements.
• Execution of internal control procedures over a diverse asset class mix including fixed income and equities, commercial mortgage loans, private equity, hedge funds, and real estate.
• Provide detailed investments data for Economic Balance Sheet calculations and Bermuda reporting.
• Work with Fortitude Re’s investment accounting platform to ensure completeness and accuracy.
• Monitor, research, and resolve issues related to investment suspense account balances.
• Ensure compliance with SOX and internal control frameworks, including documentation and walkthrough support.
• Identify control gaps and recommend enhancements to mitigate operational and financial reporting risk.
• Perform variance analysis and investigative procedures on investment balances and income trends.
• Liaise with internal and external audit teams in order to provide requested information and appropriate evidence of the operation of internal controls.
• Lead the private equity operations process, which includes extraction of relevant financial data from fund capital account statements, completion of system upload templates and related internal control procedures.
• Drive continuous improvement initiatives within the investment close cycle.
• Participate in system enhancements, UAT testing, and automation implementation initiatives.
• Develop and maintain desktop procedures and process documentation.
• Leverage AI-enabled tools and advanced analytics to improve efficiency, accuracy, and scalability of securities accounting processes, including reconciliations, variance analysis, close activities, and reporting.
• Foster a culture of accountability, quality, and continuous improvement aligned with Fortitude Re’s core values.

Senior Associate, Mortgage Loan Accounting

Actuary

• Serve as the primary IT liaison for assigned business units, building strong relationships with stakeholders.
• Understand business processes and day-to-day challenges to identify technology needs and improvement opportunities.
• Assist in the development of business requirements, user stories, and functional specifications for IT solutions.
• Facilitate regular touchpoints with business units to discuss IT service performance, upcoming initiatives, and pain points.
• Lead and manage a team of technologists to effectively manage, deliver and support an applications portfolio which is aligned to business needs and strategy.
• Partner with IT teams to ensure business requirements are clearly communicated, prioritized, and delivered effectively.
• Support project managers and technical teams during project execution to align outcomes with business expectations.
• Monitor IT service performance and escalate issues when service levels are not met.
• Help coordinate user acceptance testing, training, and deployment activities for new solutions.
• Effectively oversee and manage the relevant controls environment applicable to the applications portfolio.
• Translate technical concepts into business-friendly language and ensure clear communication across stakeholders.
• Provide updates to business units on IT initiatives, status reports, and issue resolution.
• Advocate for business needs within IT while maintaining alignment with enterprise standards and governance.
• Gather feedback from users and business leaders to identify areas for process or service improvement.
• Partner with IT leadership to recommend and operationalize enhancements that increase efficiency, reduce manual work, or improve customer experience.

VP, IT Business Partner – Actuarial and Investments

Operations

• Serve as the primary IT liaison for assigned business units, building strong relationships with stakeholders.
• Understand business processes and day-to-day challenges to identify technology needs and improvement opportunities.
• Assist in the development of business requirements, user stories, and functional specifications for IT solutions.
• Facilitate regular touchpoints with business units to discuss IT service performance, upcoming initiatives, and pain points.
• Lead a small team of technologists to effectively manage, deliver and support an applications portfolio which is aligned to business needs and strategy.
• Partner with IT teams to ensure business requirements are clearly communicated, prioritized, and delivered effectively.
• Support project managers and technical teams during project execution to align outcomes with business expectations.
• Monitor IT service performance and escalate issues when service levels are not met.
• Help coordinate user acceptance testing, training, and deployment activities for new solutions.
• Effectively oversee and manage the relevant controls environment applicable to the applications portfolio.
• Translate technical concepts into business-friendly language and ensure clear communication across stakeholders.
• Provide updates to business units on IT initiatives, status reports, and issue resolution.
• Advocate for business needs within IT while maintaining alignment with enterprise standards and governance.
• Gather feedback from users and business leaders to identify areas for process or service improvement.
• Partner with IT leadership to recommend and operationalize enhancements that increase efficiency, reduce manual work, or improve customer experience.
• Stay aware of IT capabilities and tools to proactively suggest solutions that meet evolving business needs.

AVP, IT Business Partner – Internal Audit, Reinsurance Operations

• Provide technology thought leadership and execution to deliver both strategic and tactical solutions related to actuarial modeling within pricing, valuation, data analytics, and applications development
• Build strong relationships with key business peers within the Actuarial teams
• Optimize process flows into actuarial modeling platforms for Life & Annuities (GGY-Axis, MG-Alpha) for Variable Annuities (Atlas), and for Property & Casualty (Milliman Arius)
• Operate in an agile development environment while applying DevOps principles
• Leverage an existing offshore resource support model
• Understand current state data pipelines/processes; build solutions for future state optimization
• Ingest and analyze new/existing data sets and implement end-to-end processing
• Provide long term technology solutions to financial modeling using modern data engineering, data visualization, data science, and machine learning
• Evaluate actuarial SaaS solutions from a technology lens in partnership with the Actuarial team

AVP, Actuarial Applications

• Own day-to-day investment accounting and reporting processes across GAAP, STAT, Bermuda SFS, and EBS under the direction of the VP.
• Ensure investment transactions (purchases, sales, maturities, paydowns, coupon payments, repos, securities lending) are processed completely, accurately, and on time.
• Oversee daily and monthly reconciliations of positions, trades, and cash across accounting records and the general ledger.
• Investigate and resolve income, position, and valuation variances with clear documentation and root-cause analysis.
• Execute valuation governance activities, including fair value hierarchy reviews, stale price monitoring, pricing analysis, and override documentation.
• Support valuation committee materials, analysis, and follow-ups.
• Maintain strong SOX and internal control compliance for investment accounting and reporting processes.
• Ensure documentation, controls, and evidence meet audit and regulatory expectations.
• Contribute to monthly close package and help provide clear analysis and commentary on investment results by legal entity, accounting basis, and reinsurance deal.
• Translate accounting outcomes into clear explanations for senior leadership, auditors, and regulators.
• Support audit requests and ensure timely, accurate responses for investment portfolios.
• Drive continuous improvement initiatives across investment accounting operations, including close efficiency, reconciliations, and reporting processes.
• Leverage AI-enabled tools and advanced analytics to improve efficiency, accuracy, and scalability of investment accounting processes, including reconciliations, variance analysis, close activities, and reporting.
• Provide technical guidance, informal mentorship and coaching to accounting professionals. Manage and direct offshore resources to ensure consistent execution.
• Coordinate workflow across teams to support close timelines and reporting deadlines.
• Foster a culture of accountability, quality, and continuous improvement aligned with Fortitude Re’s core values.

Assistant Vice President, Investment Accounting

Vice President

• Oversee core record-to-report activities, including monthly journal entries, accruals, and reconciliations for balances in scope across all reporting bases (incl. EBS)
• Oversee the accounting and journal entries for reinsurance settlements in collaboration with Reinsurance Ops.
• Partner with Reinsurance Ops to review and validate data inputs used for settlement and reserve accounting
• Manage daily and month-end cash activity accounting; ensure completeness and alignment with settlements
• Oversee the accounting and journal entries for reserves in collaboration with Actuarial, and others across all reporting bases (incl. EBS)
• Manage the preparation of entries related to Sidecar transactions/balances and Modco payables ensuring timely and accurate financial reporting
• Ensure completeness, policy alignment, and internal control execution across all reserve processes
• Execute and document account reconciliations, including resolution of variances
• Identify improvement opportunities related to ledger feed processing, reserve automation, and system integration
• Contribute to quarterly close coordination and ledger integrity reviews
• Coordinate with offshore team to monitor deliverables, resolve issues, and ensure reporting accuracy and timeliness
• Identify and implement process improvements related to processes and support continuous improvement efforts through standardization, automation, and documentation
• Assist in the preparation of supporting schedules for reporting including addressing audit requests
• Collaborate with the analytics pillar to ensure ledger inputs align with analytic outputs
• Coach and mentor senior associates and analysts within the team to build technical strength and process ownership

AVP, Settlements & Reserves

• Act as a strategic advisory within Fortitude Re’s Internal Audit function
• Help design, establish, and mature the change management pillar within Internal Audit
• Lead advisory engagements, providing independent perspective throughout planning, risk assessment, fieldwork, issue evaluation, and reporting
• Drive the development and use of automated audit techniques and data analytics
• Synthesize complex risk, control, and change-related information into clear, concise insights for senior management
• Support Internal Audit’s engagement with regulators
• Maintain a strong, forward-looking understanding of current and emerging risks
• Lead, mentor, and develop Senior Associates and Associates
• Oversee engagement staffing and establish objectives
• Manage and coordinate co-sourced resources where applicable