Lead management of consolidated balance sheets, including financial leverage, holding liquidity, free cash flow, and capital position.
Develop and oversee capital structure and capital allocation analysis, including multi-year capital forecasting and scenario modeling, and maintaining a toolbox to support solvency when needed.
Advise senior management on capital returns to shareholders, issuances and redemptions of financial leverage, remittances from business units, capital allocation decisions, and capital optimization strategies.
Provide oversight and direction for enterprise capital management reporting and analytics.
Monitor adherence to capital management policies across business units and evaluate capital-related risks and business initiatives.
Deliver monthly and quarterly capital management reporting to executive and board-level stakeholders in partnership with financial planning and analysis teams.
Partner with treasury, risk management, investor relations, corporate development, and finance leadership to support enterprise financial objectives.
Guide analytical support for business and multi-year planning, quarterly business reviews, and performance review processes.
Lead and develop capital management talent, including setting priorities and performance expectations.
Requirements
Bachelor’s degree in finance, accounting, economics, actuarial science, business, or a related field
12+ years of experience in capital management, financial planning & analysis, or balance sheet management within insurance or financial services
Advanced knowledge of capital frameworks, balance sheet management, and capital instruments
Strong understanding of regulatory capital requirements, including U.S. statutory accounting and NAIC RBC principles
Experience preparing and presenting financial and capital analysis for senior leadership and board audiences
Advanced proficiency in financial modeling, forecasting, and capital analytics tools
Strong proficiency in Microsoft Excel, PowerPoint, and financial reporting systems.