Financial Planning and Analysis Actuary

Equitable; New York (NY); Hybrid; USD 140,000 - 175,000; Full time

Job summary

A leading financial services company seeks a Financial Planning and Analysis Actuary to lead statutory forecasting and collaborate across departments. The role involves building models, presenting results, and providing insights into financial statements, requiring strong actuarial expertise.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Qualifications

• 8+ years of experience for ASA or 5+ years for FSA designation.
• Statutory accounting knowledge for annuity and life insurance products.

Responsibilities

• Lead end-to-end statutory forecasting process.
• Collaborate across Finance, Actuarial, and Investments.
• Present forecast results to key stakeholders.

Skills

Accuracy and Attention to Detail

Communicating Complex Concepts

Financial Risk Management

Insurance Products

Problem Solving

Statistics and Actuarial Modeling

Education

ASA Designation

FSA Designation

Tools

AXIS

Job description

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At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The Projections Team is a critical team within the Actuarial Department that not only calculates key reserves and capital measures but is a key partner in asset-liability management and statutory financial planning and analysis. The Financial Planning and Analysis Actuary role will lead the capability that is currently being constructed within the company after having previously relied upon third parties to complete.

Primary responsibilities will include, but are not limited to:

• Lead end-to-end statutory forecasting process
• Build and enhance forecasting models
• Collaborate across Finance, Actuarial, and Investments to gather and review key inputs into the forecast
• Support projections production
• Consolidate all projections and inputs into a comprehensive forecast package
• Present forecast results to key stakeholders
• Provide key insights into drivers of Statutory financial statements
• Influence and support strategic management actions
  
  

In office schedule: This team member will work in the office 2-3 days per week.

The base salary range for this position is $140,000 - $175,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

Required Qualifications

• ASA Designation with 8+ actuarial years of experience OR FSA Designation with 5+ actuarial years of experience
• Statutory accounting knowledge for annuity and life insurance products
• High degree of work product ownership
• Continuous improvement mindset
• Demonstrated analytical skills
  
  

Preferred Qualifications

• Actuarial projections experience preferably with AXIS
• Be self-motivated, results-driven, and organized
• Emerging Leadership skills
  
  

Skills

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.

Financial Risk Management: Knowledge of tools, techniques, and strategies applied in financial risk management; ability to quantify, qualify, and manage financial risk.

Insurance Products: Knowledge of insurance products, product groups and services; ability to apply the knowledge of products and services appropriately to diverse situations, including but not limited to marketing development and product consulting.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Statistics and Actuarial Modeling: Knowledge of statistical and actuarial modeling tools and techniques; ability to apply modeling processes and techniques to facilitate risk management decisions.

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at [phone] or email us at [e-mail].

Primary Location

UNITED STATES-NC-Charlotte

Other Locations

UNITED STATES-NY-New York

Organization

Equitable

Schedule

Full-time

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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