Actuarial Manager - FP&A and Capital Management

Client is an acquisitive, established/entrepreneurial, Life & Annuity carrier that is planning to go public. The carrier encourages associates to take a holistic view of the business and because of its mid-size, associates get involved in much and become part of the fabric of supporting the continued scale up of this carrier while coming away with a real understanding of how the business works. Great place to move the needle and make an impact. The carrier is led by a CEO and an investor team who have extensive expertise in insurance and who are well known and well-respected leaders in the life & annuity space. The carrier, through its member companies and agent/broker distribution network has over 250,000+ policies, provides $13+ billion in coverage and is A rated.

This position can be based in Austin, TX or New York, NY. Remote candidates with exceptional insurance capital management experience will be considered. Occasional travel to New York is required.

Salary is generally in the $150k range with a bonus on top

The Senior Actuarial Associate/Manager FP&A and Capital Management role involves connecting entity-level financial performance with overall enterprise results, requiring a deep understanding of financial statements and regulatory capital models. This position will play a key role in shaping the enterprise capital management function by analyzing GAAP and statutory financial results and providing insights on product, entity, and enterprise performance to senior management and external stakeholders. The ideal candidate is working toward or has obtained ASA/FSA, CFA, or CPA designations and thrives in a fast-paced, private equity-backed growth environment.

Responsibilities

• Manage all aspects of maintaining capital models, including quarterly updates and assessing potential transaction impacts.
• Partner with finance and actuarial teams to develop and enhance capital forecasting models.
• Track industry developments and participate in working groups focused on changes in regulatory and rating agency capital requirements.
• Prepare and present business plans and reforecasts for both STAT and GAAP reporting.
• Develop and refine materials for key stakeholders, including:
• Board and Audit Committee financial performance updates
• Presentations for rating agencies
• Equity and debt investor presentations
• MD&A and financial supplements
• Build and review rating agency capital models while improving accuracy and control processes.
  
  

Fuller description is available.