Salary
💰 $85,000 - $115,000 per year
About the role
- The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
We are seeking an experienced and analytical Sr. Analyst - Investments FP&A to join our dynamic FP&A team. Reporting directly to the VP of FP&A, you will play a crucial role in the financial analysis, reporting, and forecasting of the Company’s investment income and Stable Value business. This position serves as a vital partner across the organization, providing critical financial insights that support both corporate-wide performance and specific business segments while enhancing our investment and ALM capabilities.
The Sr. Analyst – Investments FP&A will be an integral member of the FP&A team, contributing to the delivery of clear, focused information to senior management and the board. This role will collaborate extensively with teams such as ALM, Treasury, Finance, Product Development, Operations, Valuation, and Risk.
This role offers an exciting opportunity to deepen your expertise in investments and FP&A within a high-impact, growth-oriented environment. You will be a key contributor to the strategic financial management of our business, gaining exposure to senior leadership and playing a significant role in supporting our investment strategies and financial direction.
Requirements
- Degree in accounting, finance, actuarial or related field
Graduate level degree preferred
CFA candidate preferred, but not required
5+ years of relevant experience in the life insurance or investments industry preferred
Experience analyzing investments in the life insurance industry
Strong excel and data management skills
Excellent communication skills with the ability to simplify complex information clearly to stakeholders
Skilled in financial modeling, forecasting, and translating complex data into actionable insights
Strategic mindset with the ability to connect investment performance to broader business objectives
Understanding of Life and Annuity ALM concepts and capital concepts
Demonstrated ability to manage multiple stakeholders and collaborate cross-functionally in a fast-paced environment
Proactive, detail-oriented, and committed to driving financial excellence and strategic business support