Support quarterly Statutory, Tax, and GAAP valuations and earnings variance analysis.
Prepare monthly, quarterly, and annual financial reports for internal stakeholders and third-party partners.
Maintain and enhance valuation models and business plan models.
Evaluate the impacts of model updates and process enhancements.
Develop automation tools and scripts to improve reporting and analysis workflows.
Participate in data and reserve reconciliations for administrative conversion projects.
Provide ad-hoc reporting and analysis as needed.
Collaborate effectively with cross-functional teams throughout the organization.
Create and maintain clear documentation for reporting processes and procedures.
Learn and adopt new technologies to advance the reporting strategy.

Requirements

Bachelor’s degree in Mathematics, Statistics, Actuarial Science, or a related field required
7+ years of experience in actuarial and/or financial statement reporting required
4+ years of experience working with PolySystems actuarial software required
Strong working knowledge of financial reporting frameworks, including GAAP, Statutory Accounting, and Tax reporting
Strong aptitude for interpreting, communicating, and supporting financial and actuarial reporting
Ability to take ownership of projects and lead initiatives with minimal guidance
Ability to manage multiple projects and adapt quickly to changing priorities
Excellent analytical skills and attention to detail; inquisitive and solutions-oriented mindset
Advanced Microsoft Excel skills and proficiency with SQL Server or similar database coding environments
Ability to learn new software systems and coding languages
Knowledge of annuity products strongly preferred
Valuation experience preferred
Experience using PolySystems actuarial software required

Benefits

Comprehensive health, dental and vision insurance
Mental health benefits
Employee assistance program
Paid time off
Paid parental leave
Short-term disability
Cultural observance day
Contributions to healthcare accounts
Pension plan
401(k) plan with Company matching
ProHealth Rewards platform for wellbeing

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial reportingGAAPStatutory AccountingTax reportingvaluation modelsautomation toolsSQL ServerMicrosoft Excelactuarial reportingdata analysis

Soft Skills

analytical skillsattention to detailcommunicationproject ownershipleadershipadaptabilitycollaborationinquisitive mindsetsolutions-oriented mindsettime management