Senior or FP&A Analyst

Wilton Re Ltd.; Norwalk (CT); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer contribution

Profit sharing

Hybrid work environment

Job summary

Wilton Re Ltd. in Norwalk, CT is seeking a Senior or FP&A Analyst to join our Connecticut office. You will bridge analytics with business management, creating insights to drive data‑driven decisions across the organization.

The role emphasizes data architecture, reporting, budgeting, and forecasting, with hands-on consultancy to internal clients and project teams. A strong background in life insurance analytics and MS Excel is required, plus SQL and BI experience.

Qualifications

• 3+ years of Life insurance/reinsurance analytics experience.
• Knowledge of US GAAP, US Statutory, and/or Life tax accounting.
• Strong Excel and MS Office proficiency.
• Excellent analytical, communication and teamwork skills.
• BI tools such as Power BI or Tableau experience.
• SQL writing and data warehouse familiarity a plus.

Responsibilities

• Analyze investment income, expenses, and underwriting results vs budget.
• Prepare management reports in clear formats.
• Participate in developing enterprise budgets and forecasts.
• Support stakeholders with automation and customized analytic reports.
• Aggregate data from the data warehouse for FP&A reporting.
• Develop dashboards and present data-driven recommendations.
• Collaborate with partners to define reporting needs.

Skills

Advanced Excel

Analytical reasoning

Problem solving

Verbal & written communication

Teamwork

Self-starter

BI tooling (Power BI/Tableau)

Education

BS in Finance/Accountancy/Math

CPA or MBA

SQL knowledge

Tools

SQL

Power BI/Tableau

Job description

Senior or FP&A Analyst

We are searching for an experienced Senior or FP&A Analyst at our Connecticut office.

Full Time
Norwalk, CT

About the Company: Wilton Re is an industry leader in the life (re)insurance space,specializing in the acquisition of in force life insurance and annuities. Weare experienced industry specialists focused on the risk, capital andoperational needs of our clients’ businesses. We provide our clients with theservices they need from in force transactions and product development tounderwriting and new business strategies.

Wilton Re has the resources and expertise to pursue and successfullymanage the largest life and annuity transactions in the market.

Position Summary: We are looking for a dynamic, agile, and creative individual with strong dataand analytics capabilities, who is able to bridge analytics with businessmanagement. You will help to architect new approaches that will leverage yourdata and analytics skills to provide better visibility into financial systemsand strategy. You will help to develop insights that enable leadership to makeeffective, data-driven decisions, with broad impact across the organization.The ability to identify areas for process improvement, and to advocate awell-reasoned and empirically sound perspective to help further businessobjectives, is essential.

This person is a strong listener, able to ensure collated business and technologystrategies are reflected in the vision on how to build and operationalizeanalytics models using technology. This individual will provide hands-onconsultancy, collaboration and support to internal clients and project teams indesigning and delivering business and data analytics work. The Senior or FP&Aanalyst specializes in collecting, organizing/aggregating, and analyzing datato accurately report their findings for purpose of decision-making andstrategic initiatives. The ability to communicate those results effectively isessential.

Role Responsibilities:

• Perform analysis of investment income, expenses, and underwriting results, and compare against budget and modeled results.
• Prepare reports to communicate financial results to management in clear and concise formats.
• Participate in developing enterprise annual budgets and forecasts.
• Support the accounting and finance stakeholders with automation and build out customized analytic reports for financial and operational reporting
• Aggregate data points from existing proprietary data warehouse to create relevant reporting outcomes in support of FP&A.
• Perform data analysis to generate reports and recommendations aligned to business needs and objectives.
• Provide results from research to assist management in decision-making.
• Analyze and determine data, system, and program requirements for departmental projects.
• Work with business partners to define and create reporting dashboards and support ongoing data monitoring for financial data across systems.
• Perform analysis of ways to control costs, maintain efficiency, and improve effectiveness of our business processes.

Basic Qualifications:

• 3+ years of experience within Life insurance (reinsurance)
• Understanding of US GAAP, US Statutory, and/or Life Insurance tax accounting principles
• High level of proficiency in MS Office Suite, particularly Excel
• Exceptional analytical, logical reasoning and problem-solving skills
• Excellent verbal and written communication skills
• Exemplary teamwork skills as well as excellent interpersonal skills
• Self-starter: able to initiate, prioritize, and complete assignments with minimal supervision
• Eagerness and ability to learn and adapt technologies, industry practices, tools, and trends
• Strong organizational skills, strong project management skills, attention to detail and continuous process improvement mindset
• Energetic, strong work ethic, resilient, collaborative, ability to juggle multiple projects at once and personally committed to achieving success
• Experience working with BI Software a plus (e.g., MS Power BI, Tableau, etc.)

Required Education /Certifications:

• BS or BA in Finance, Accountancy, or Mathematics preferred
• Candidate with CPA or MBA a plus
• Experience writing SQL queries and an understanding of data warehouse structures a plus

Pay/Location
Norwalk, CT
Hybrid Structure
Minimal to no travel required

This role may be filled at a level dependent on theexperience and qualifications of the applicant.

Basesalary/hourly rate range for this position in Connecticut is between $85,000and $120,000 Please note that specific compensation decisions are based upon avariety of job-related factors as permitted by law, including geographiclocation, credentials, skills, education, training, and experience.

Base salary is just one component of Wilton Re’s total compensationpackage for employees. Additional compensation includes annualperformance-based bonus, 401K with employer contribution, and profit-sharingprogram. Employee may also be eligible for long-term incentives (equity). Allincentives and benefits are subject to the applicable plan terms.

What We Offer:

• Competitive vacation and sick time, including company-paid holidays, floating holidays and early closing days
• 401(k) plan with employer contribution - US Employees Only
• Profit Sharing Program
• Competitive parental leave
• Health, vision, dental, and life insurance, including access to health and wellness programs
• Actuarial Development Program (ADP) for Actuarial employees taking exams
• Employee Assistance Program (EAP)
• Current hybrid working environment
• Employee Engagement Events and various committees on site to join

Wilton Restrives to attract, develop, and retain a diverse workforce. We are committedto providing an inclusive and accessible work environment where all associatesfeel valued, respected, and supported. Our commitment to inclusivity isreflected in the safeguards, policies, and commitments we have in place toremove barriers and provide equal opportunities to prospective and currentassociates, without discrimination. A Human Resources representative isavailable to consult with applicants who require accommodation in theapplication or recruitment process. Any information shared by the applicantabout an accommodation will be treated as confidential.

To All Recruitment Agencies: Please do not send any resumes or solicitations regarding open positions toWilton Re employees unless you have been requested to work on this position orother positions with Wilton Re; please reach out to your main point of contact.Wilton Re is not responsible for any fees related to unsolicited resumes.