ASSOCIATE, STRATEGY AND FINANCIAL PLANNING

Oceanview Life and Annuity; New York (NY); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Oceanview Life and Annuity Company is seeking an analytical Associate, Strategy and Financial Planning to report to the CFO and interface with the CEO on budgeting, forecasting, and strategic initiatives including M&A.

The role involves maintaining financial projections, developing budgets, and evaluating opportunities, with interaction across Oceanview and Bayview teams. This position will help shape company strategy and performance reporting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 1–3 years of relevant experience in corporate finance, FP&A, accounting, investment banking, equity research, or related analytical roles.
• Strong foundation in financial statements and financial modeling.
• Advanced proficiency in Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple priorities.
• Experience with M&A analysis, valuation, insurance, or financial services is a plus.

Responsibilities

• Maintain and update financial projections and underlying models.
• Support annual budgeting and forecasting processes.
• Develop alternative scenarios, sensitivity analyses, and forecasts.
• Analyze actual results vs budgets; report findings to senior management.
• Prepare analyses and materials for CFO, CEO, and Board.
• Evaluate potential M&A opportunities and strategic initiatives.
• Collaborate with cross-functional teams to improve planning processes.

Skills

Financial modeling

Excel

PowerPoint

Stakeholder communication

M&A analysis

Financial statements

Independent work

Financial services knowledge

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, or related field

Tools

MS Office (Excel, PowerPoint)

Job description

Overview

At Oceanview Life and Annuity Company, we are more than a financial services provider - We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management - A leading investment firm with approximately $49.7 Billion in assets under management as of September 30, 2026 - We have rapidly grown to over $19.5 Billion in consolidated assets as of September 30, 2026.

At Oceanview Life and Annuity Company, we are more than a financial services provider - We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management - A leading investment firm with approximately $49.7 Billion in assets under management as of September 30, 2026 - We have rapidly grown to over $19.5 Billion in consolidated assets as of September 30, 2026.

Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.

Why join Oceanview?

• Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
• Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
• Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
• Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
• Strong partnerships: Engage with a broad network of over 24,000 agents, independent marketing organizations, banks and broker-dealers.

At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.

POSITION SUMMARY

Oceanview Life and Annuity Company is seeking an analytical and highly motivated Associate, Strategy and Financial Planning to report directly to the CFO and work closely with the CEO on financial planning, forecasting, and strategic initiatives, including mergers and acquisitions (M&A).

The Associate will maintain and enhance the Company’s financial projections, develop budgets and scenario analyses, and evaluate financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. The role will also play an integral part in evaluating M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects.

This is an opportunity to directly influence Oceanview’s strategic direction and key business decisions while gaining broad exposure to its financial and operational activities. The Associate will have regular interaction with executive leadership and collaborate with teams across Oceanview and Bayview Asset Management, with additional opportunities for exposure to Controller and Treasury functions.

RESPONSIBILITIES

What You'll Do

Financial Planning, Forecasting & Analysis

• Maintain and update the Company’s financial projections and underlying financial models, ensuring accuracy, consistency, and alignment with business assumptions.
• Support annual budgeting and periodic forecasting processes, including coordination of inputs and analysis of key financial drivers.
• Develop alternative scenarios, sensitivity analyses, and financial forecasts to evaluate potential business outcomes and strategic decisions.
• Analyze actual financial results against budgets and forecasts, identify key variances, and communicate findings and implications to senior management.
• Prepare financial analyses and decision-support materials for the CFO, CEO, and Board of Directors.

Corporate Strategy, M&A & Special Projects

• Support the evaluation of potential mergers, acquisitions, partnerships, capital raising opportunities, and new business initiatives through financial modeling, research, and analysis.
• Conduct market, industry, product, and competitive research to inform strategic planning and business development decisions.
• Partner with cross-functional project teams to assess strategic alternatives, financial implications, and execution considerations.
• Participate in discussions with senior management regarding business performance, strategic priorities, and growth opportunities.

Executive Reporting & Cross-Functional Collaboration

• Develop and review presentations, analyses, and supporting materials for internal leadership, the Board of Directors, and external stakeholders.
• Translate complex financial information into clear, concise, and actionable insights for financial and non-financial audiences.
• Collaborate with Finance, Accounting, Treasury, and other teams to validate assumptions, gather information, and improve planning processes.
• Identify opportunities to enhance financial models, reporting processes, and analytical capabilities as the business grows.

What We’re Looking For

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 1-3 years of relevant experience in corporate finance, financial planning and analysis, accounting, investment banking, equity research, or a related analytical role.
• Strong foundation in financial statements, accounting principles, and financial modeling, with the ability to build and interpret integrated financial projections.
• Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft PowerPoint.
• Demonstrated ability to analyze financial information, assess assumptions, and develop well-supported recommendations.
• Strong written and verbal communication skills, including the ability to present findings clearly to senior stakeholders.
• Ability to work independently, manage multiple priorities, and escape key questions or risks appropriately.
• Experience with M&A analysis, valuation, insurance, or financial services is a plus.

Skills For Success

• Strong analytical curiosity, sound judgment, and a solutions-oriented mindset.
• High level of accuracy and attention to detail when working with financial data and models.
• Ownership mentality and enthusiasm for contributing to a growing organization and a lean, collaborative team.
• Ability to move between detailed analysis and broader strategic considerations.
• Comfort interacting with executives and colleagues across multiple functions and levels of the organization.
• Adaptability, initiative, and the ability to perform effectively in a fast-paced environment.
• Professionalism, integrity, and discretion when handling confidential business and financial information.

Certifications, Licenses, and/or Registrations

• None required.

Location and Compensation

This role will be based in New York, NY.

This role will be hybrid (3x a week in the office)

Base salary is expected to be $100,000 - $150,000* with the opportunity for incentive compensation including bonus compensation.

• Salary may vary based on work experience, market conditions, location, and qualifications/training.

EEOC

Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.