12 дней назад
Investment FP&A Analytics Lead (Finance)
159 800 - 209 700$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Investment FP&A Analytics Lead (Finance): Leading investment planning, forecasting, and performance analysis for an insurance investment portfolio with an accent on driver-based financial projections, actuals-versus-plan analysis, and executive recommendations. Focus on integrating investment, ALM, and product P&L perspectives, designing scalable attribution frameworks, and translating complex financial dynamics into decision-ready guidance.
Location: New York, NY; Boston, MA; or Springfield, MA, United States
Salary: $159,800–$209,700 per year
Company
is a purpose-driven insurance organization focused on long-term financial and customer impact.
What you will do
- Lead the integration of investment insight into FP&A planning and forecasting.
- Analyze actual results versus plan, isolate key drivers, quantify implications, and recommend management actions.
- Shape the analytical agenda for planning cycles and strategic initiatives.
- Synthesize perspectives across investments, ALM, product P&L, Finance, Treasury, and business leadership.
- Translate complex investment and financial dynamics into executive-ready narratives and recommendations.
- Design scalable, driver-based attribution frameworks as part of Finance Transformation.
Requirements
- 10+ years of experience in FP&A, Treasury, Investments, Strategy, or related analytical roles.
- Bachelor’s degree in Finance, Economics, Actuarial Science, or a related field.
- Strong understanding of insurance investment portfolios and their impact on STAT and GAAP financials.
- Experience partnering across functions and influencing stakeholders in matrix organizations.
- Ability to communicate complex financial and investment concepts clearly to senior audiences.
Nice to have
- Experience with investment management, ALM, or insurance product pricing.
- Understanding of enterprise financial planning, capital management, dividend frameworks, or risk considerations.
- Experience shaping discussions in ambiguous environments and influencing decisions beyond immediate scope.
- Experience developing others and building team capabilities.
Culture & Benefits
- Clear ownership and accountability connected to company and customer outcomes.
- Collaborative environment that welcomes diverse perspectives.
- Learning, development, and internal networking opportunities.
- Employee-led communities and forums supporting connection, learning, and inclusion.
- Culture grounded in integrity, responsibility, and stewardship.
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