Financial Planning and Analysis Actuary

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.

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