Execute assigned components of the quarterly financial-based production process.
Support the development and maintenance of US GAAP-based projections, performing reconciliations to ensure consistency between forecast outputs and the enterprise financial reporting framework.
Prepare period-over-period variance analyses for assigned financial forecast outputs, identifying and documenting key drivers for review by senior team members.
Perform trend analysis to validate that forecasted reporting items are consistent with, or clearly explainable relative to, actual reported results, with particular focus on US GAAP and management basis outputs.
Gather and incorporate current business developments and management assumptions into forecast models as directed, ensuring input reflects the latest available information.
Execute controls as designed to ensure the accuracy and auditability of all projection outputs.
Maintain supplementary processes and analytical tools to extend the enterprise forecasting model’s coverage.
Contribute to automation and model architecture improvement initiatives to reduce manual processes and improve scalability across forecasting outputs.
Support the preparation of senior management and board-level reporting materials, including capital forecast summaries and variance commentary for management committees.

Undergraduate degree required with finance, accounting, actuarial science and other quantitative fields preferred.
5+ years of experience in financial reporting, FP&A or a related field within the insurance/reinsurance industry.
CPA, CFA, or equivalent accounting designation preferred; actuarial exam progress also valued.
Basic working knowledge of US GAAP accounting principles; exposure to insurance financial reporting a plus.
Financial modeling experience with comfort working with large data sets preferred.
Strong analytical and quantitative skills with high attention to detail and a commitment to data accuracy.
Ability to manage multiple deliverables within structured financial reporting timelines.
Effective written and oral communication skills, including the ability to present financial results clearly to internal stakeholders.

Senior Associate, Capital Forecasting – Finance

Key skills