Director, Financial Planning and Analysis-Actuarial

Position Description: 

We are seeking a strategic and analytical leader to oversee the Financial Planning & Analysis (FP&A) function supporting our Individual Division. This role will lead a high-performing team responsible for delivering actionable insights into product performance, financial forecasting, planning, and deep product profitability analysis to inform key business decisions.  The ideal candidate combines strong technical expertise in life and annuity products with a commercial mindset and exceptional communication skills.

 

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

 

Position Location:

• This is a hybrid role working partially in-office and partially from home. 

 

What you do

• Lead, mentor, and develop a team of FP&A associates focused on Life & Annuity product planning, results and analysis.
• Foster a culture of collaboration, continuous improvement, and high performance.
• Oversee the development and execution of annual plans, forecasts, and long-range plans for Life and Annuity product lines using actuarial models.
• Active participation in actuarial model assumptions and enhancements.
• Embed financial insight and analysis into divisional decision-making, including product profitability, distribution performance, and expense management.
• Deliver insights into earnings drivers, interest rate sensitivities, lapse/withdrawal behavior, mortality trends, expense allowables and reserve movements.
• Prepare and deliver clear and concise presentations on financial results, variances, and KPIs for senior management and cross functional stakeholders.
• Collaborate with Corporate Actuarial, Risk, Investments, and Product Development teams to synthesize financial outcomes.
• Drive enhancements to FP&A processes, systems, and reporting capabilities, with a focus on automation, efficiency, and scalability.
• Support implementation of financial modernization initiatives and advanced analytical tools.
• Support ad hoc analysis related to reinsurance, M&A, product design, and enterprise initiatives
• Other duties as assigned

What you bring

• Bachelor's Degree in Actuarial Science, Mathematics, Statistics, or related field, or equivalent experience  
• Associate or Fellow of the Society of Actuaries designation preferred
• Minimum of 7-10 years related experience required
• Strong knowledge of Life & Annuity insurance products and actuarial theory and techniques
• Proven ability to lead teams and ability to influence cross-functional teams
• Excellent Communication and executive presentation skills.
• Advanced financial (GAAP, STAT, economic frameworks). and actuarial modeling skills; experience with financial systems (e.g., Prophet, Oracle) preferred
• Experience with GAAP LDTI preferred
• High level of business acumen, critical thinking, and integrity.

 

What we offer: 

A meaningful mission. Great benefits. A vibrant culture 

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

 

At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t: 

 

Ameritas Benefits

For your money: 

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance 
• Incentive Program Bonuses 
• Competitive Pay <