Lead Specialist, Financial Analysis- Capital FP&A
Responsibilities:
Demonstrate technical expertise on capital and risked based capital reporting, functioning as a subject matter expert.
Serve as a key contributor to development of management reporting and detailed analytical reporting.
Utilize subject matter expertise to participate in large cross-functional projects. May lead cross-functional projects.
Deliver a higher level of financial analysis understanding to aid in solving problems in unique ways.
Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.
Create communications for complex messages to a variety of audiences at the strategic and operational levels.
Qualifications:
Bachelor’s degree in accounting or finance, or equivalent experience
Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry
Expert knowledge of accounting/finance
Analytical and problem solving skills
Strategic thinker able to communicate on business/market and legislative issues at a macro level
Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information
Excellent written/oral communication and presentation skills to provide complex information to diverse audiences
Advanced computer skills in MS Office, Excel and financial business systems
Preferred Qualifications:
Extensive knowledge of NAIC Risk Based Capital requirements, insurance products, management reporting, and analysis.
Knowledge of statutory reporting requirements for US Life Insurance entities.
Experience with Oracle ERP, including planning and forecasting
Advanced Excel skills.
Working Conditions:
Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.
The Salary for this position generally ranges between $135,000 - $150,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.