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AVP, Actuary M&A Strategy

Lincoln FinancialRadnor, United States4mo ago
FlexibleIndividual Life ProtectionIndividual AnnuitiesM&ACapital Modelling & Economic CapitalRegulatory Reporting

Role Summary

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HIGHLIGHTS

AVP-level actuarial role focused on M&A strategy for life insurance and annuity products. You will build and maintain complex statutory and GAAP financial/actuarial models, lead due diligence, and support deal structuring and capital analysis. The role reports into enterprise M&A/strategy, partners with Actuarial, Finance, Risk and Legal, and is based in Radnor, PA with flexible/remote options.

JOB DESCRIPTION SUMMARY

  • Lead actuarial modeling and valuation for M&A transactions in life and annuities
  • Build and maintain complex statutory and GAAP financial models
  • Perform due diligence on targets including reserve and capital analysis
  • Present findings to senior management and participate on enterprise committees
  • AVP-level role requiring 10+ years' relevant experience; flexible/remote options

DOMAIN EXPERTISE

  • Life insurance and annuity sector experience
  • M&A due diligence and valuation for insurance targets
  • Statutory and GAAP life and annuity modeling
  • Advanced financial and actuarial modeling experience

KEY REQUIREMENTS

  • 10+ years of M&A, corporate development, actuarial, or finance experience
  • Strong focus and experience in life insurance and annuity sectors
  • Extensive experience building complex statutory and GAAP financial models
  • Strong written/verbal communication and executive presentation skills
  • Proven analytical problem-solving and relationship management skills

TECH STACK

  • Excel
  • PowerPoint