Fellow of the Society of Actuaries designation (FSA) or equivalent credentials or experience
5+ years of annuity industry experience in finance, valuation, modeling, and/or product development
Experience with financial statements and the regulatory environment governing annuity products
Proven track record of analysis and critical thinking skills
Effective prioritization, project management and maximization of resources skills, including leading cross-functional teams and external consultants, to solve high-impact problems
Communication skills, both verbal and written, to effectively explain concepts to both finance and non-finance personnel
Proven ability to develop, maintain, and leverage relationships to effectively collaborate with and influence stakeholders
Ability to balance analytical rigor with practical execution to meet evolving business demands
Ability to work in a hybrid arrangement (3 days per week in office if within commutable distance)
Responsibilities
Lead annuity financials
Lead analysis and explanation of key financial metrics for Individual Annuity quarterly and annual statements
Evaluate actual-to-expected experience on Individual Annuity interest, expense, and other margins
Collaborate with Valuation and Modeling centralized functions, and Financial Planning and Analysis function to support transparent, accurate, and unified financial calculations and reporting
Collaborate with Annuity Valuation and Product Development teams on the development and implementation of actuarial assumptions and inforce management decisions
Lead Annuity results for our financial forecasting and goal setting cycle (Goals and Plans)
Lead the development of annuity financial projections and supporting narratives for the annual Goals and Plans efforts
Provide sensitivities, projections, and other analysis to identify drivers of results and understand emergence of financials under different scenarios
Serve as subject matter expert on enterprise initiatives requiring individual annuity expertise
Communicate emerging trends to stakeholders and provide recommendations to drive results
Support ad hoc analysis for the Board, Executive Leadership, rating agencies, and other stakeholders
Collaborate with Product Development and other stakeholders on the monitoring and management supporting financial targets