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Head of Financial Reporting and Analysis

Martello ReUnited States1w ago
HybridIndividual AnnuitiesReinsurance Life HealthRegulatory ReportingAsset-Liability ManagementCapital Modelling & Economic Capital

Role Summary

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HIGHLIGHTS

Head-level actuarial finance role focused on annuity reinsurance reporting and FP&A. You will lead budgeting, produce board and investor reporting, and build financial models to support capital, ALM and regulatory (BMA/BSCR/EBS) requirements. Remote-friendly across the Eastern US with periodic office travel.

JOB DESCRIPTION SUMMARY

  • Lead FP&A, annual budgeting and multi-year forecasting for annuity portfolios
  • Produce management and Board reporting, KPI dashboards, and variance analysis
  • Develop scenario and sensitivity financial models to support capital and ALM
  • Partner with actuarial and investments on liabilities, ALM and treaty performance
  • Remote-friendly (Eastern US) with periodic monthly office visits

DOMAIN EXPERTISE

  • Financial reporting under US GAAP and Bermuda EBS/BSCR frameworks
  • Annuity portfolio financial planning, forecasting and scenario analysis
  • Reinsurance structures including coinsurance, modco and funds withheld
  • ALM and investment analysis for annuity and funding agreements
  • Investor relations and rating agency presentation experience

KEY REQUIREMENTS

  • FSA designation required
  • At least 10 years of relevant actuarial experience
  • Experience with US GAAP and/or Bermuda EBS/BSCR financial reporting
  • Thorough understanding of reinsurance structures (coinsurance, modco, funds withheld)
  • Proficiency with actuarial modelling tools or languages (e.g., Prophet, R, Python)

TECH STACK

  • Excel
  • PowerPoint