Financial Analyst, Capital Planning

Position: Financial Analyst, Capital Planning

Company: Insurance Organization

Location: Delaware

Job ID: 18337



RESPONSIBILITIES

- This position will assume full ownership of all routine capital reporting, management, and Board presentations.
- This role will create and a run a schedule of regular updates.
- The analyst will also provide technical support to all analytical tasks.
- Create and maintain the standard monthly and weekly reporting package for the capital team including:
- Statutory capital positions and roll forward by quarter for short and long term forecast
- Sensitivities.
- Risk.
- GAAP roll forward and ROE for short and long-term forecasts.
- Narrative.
- Movement of capital funds from HQ and intraregional.
- Provide all presentational materials for Capital and financial planning and other management reporting; rating agencies; potential investor relations.
- Maintain ongoing liaison with Financial Planning and Analysis team to incorporate P&L information in the capital analysis and reports.
- Create and maintain routine assets under management reports and analysis, by region.
- Support all analytical tasks in the department as needed and as they emerge.


QUALIFICATIONS:

- Bachelor’s degree in a related field.
- 2-3 years in life company accounting, corporate finance or intensive insurance products.
- Strong educational credentials in advanced finance.
- CFA, FSA or similar qualification a plus, but can be supplemented with demonstrated understanding of financial statement analysis, corporate finance, and investment concepts.

Agency/Employer: Jobs4Actuary.com
Town or City: Delaware (Abroad)
Sector: Banking and Finance,Insurance
Related Job Titles: Financial Planning Analyst
Permanent/Contract: Permanent, Full time
Experience: 2 years
Date: More than 60 days
Salary: Not specified

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