Investment Forecasting Strategy & Transformation Lead

Location: New York, New York; Boston, Massachusetts; or Springfield, Massachusetts

Salary: $163,900–$215,000 per year

Company

hirify.global is a purpose-driven financial services organization focused on long-term impact, investment management, and customer outcomes.

What you will do

• Own and evolve the Investment FP&A forecasting operating model across planning, production, model governance, and enterprise planning cycles.
• Design scalable workflow infrastructure with clear ownership, structured handoffs, process discipline, and embedded transparency.
• Lead the business side of system transformation initiatives, including the Anaplan reimplementation, by defining requirements and future-state workflows.
• Oversee user acceptance testing and coordinate with the Modeling COE and enterprise partners to align models, data, and systems.
• Represent Investment FP&A in enterprise data governance and platform decisions with Finance, Investment Management, IM Operations, and Data Strategy leaders.
• Build repeatable processes and develop junior talent to strengthen organizational resilience and enable executive-ready analysis.

Requirements

• 10+ years of experience in FP&A forecasting, actuarial modeling, ALM, Cash Flow Testing, or related finance and modeling roles.
• Bachelor’s degree in Finance, Actuarial Science, Mathematics, Economics, or a related field.
• Strong understanding of forecasting processes, planning cycles, production environments, and the interaction between models, data, and financial outputs.
• Experience with actuarial or financial models, including model development, testing, and governance cycles.
• Demonstrated ownership of model or platform conversions, including business requirements, future-state design, implementation decisions, and UAT.
• Ability to influence senior stakeholders, lead through organizational and system change, and design end-to-end workflows from the ground up.

Nice to have

• Experience leading or co-leading model, platform, or system transformations from the business side.
• Familiarity with insurance investment data and its links to STAT and GAAP reporting.
• Strong systems-thinking skills and experience designing practical, scalable solutions in ambiguous environments.

Culture & Benefits

• Clear ownership and accountability connected to company and customer outcomes.
• Collaborative environment where different perspectives are welcomed.
• Access to learning, development, and internal professional networks.
• Employee-led communities and forums supporting connection, learning, and inclusion.
• Culture grounded in integrity, responsibility, stewardship, and long-term impact.