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AVP Financial Planning & Analysis - Investment Coordination & Analytics
AVP Financial Planning & Analysis - Investment Coordination & Analytics-August 2024
New York
Aug 3, 2026
About AVP Financial Planning & Analysis - Investment Coordination & Analytics

  Coordinate forecasting of the investment portfolio, working closely with the Enterprise Risk Management, Investment, and Investment Accounting functions, as well as business segment CFOs. Analyze and report on the composition and performance of the investment portfolio against historical periods, budgets, and forecasts. Coordinate calendar for and production of macroeconomic factors underlying scenarios approved for planning and forecasting. Accumulate, review, and challenge assumptions and business segment inputs to be utilized in investment planning and forecasting processes. Allocate surplus assets to business segments in planning and forecasting exercises. Analyze outputs from investment planning and forecasting processes, with a focus on portfolio composition and returns, under both US GAAP and Statutory accounting lenses. Produce standardized management reports and analytics for the Finance leadership team. Implement change management controls around new tools, templates, and technology designed to improve FP&A planning and forecasting capabilities. Develop, implement, and maintain model governance processes and best practices. Work with investment and risk-based capital planning and forecasting within the insurance industry; investment modeling; financial modeling; hedge accounting; data visualization tools; and, Microsoft Office, including Microsoft Excel. Requirements: Bachelor’s degree in Finance, Economics, Accounting, or a related field of study, plus five (5) years of experience in any job title/occupation/position involving investment and risk-based capital planning and forecasting within the insurance industry; investment modeling; financial modeling; hedge accounting; data visualization tools; and, Microsoft Office, including Microsoft Excel. Telecommuting is permitted.

  Minimum Salary: 173,555Maximum Salary: 196,200Salary Unit: Yearly

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