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Senior Associate, Capital Forecasting – Finance
Fortitude ReSenior Associate assisting in capital forecasting for Fortitude Re, a leading legacy reinsurance provider. Collaborating with various teams to deliver consolidated forecasts for strategic decision-making.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Undergraduate degree required with finance, accounting, actuarial science and other quantitative fields preferred.
- 5+ years of experience in financial reporting, FP&A or a related field within the insurance/reinsurance industry.
- CPA, CFA, or equivalent accounting designation preferred; actuarial exam progress also valued.
- Basic working knowledge of US GAAP accounting principles; exposure to insurance financial reporting a plus.
- Financial modeling experience with comfort working with large data sets preferred.
- Strong analytical and quantitative skills with high attention to detail and a commitment to data accuracy.
- Ability to manage multiple deliverables within structured financial reporting timelines.
- Effective written and oral communication skills, including the ability to present financial results clearly to internal stakeholders.
Benefits
Comp & perks- annual bonus based on company and individual performance
- generous benefits package
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial reportingFP&AUS GAAPfinancial modelingvariance analysistrend analysisdata accuracyautomationforecastingquantitative analysis
Soft Skills
analytical skillsattention to detailcommunication skillspresentation skillstime managementorganizational skillscollaborationproblem-solvingadaptabilitycritical thinking
Certifications
CPACFAactuarial exam progress