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Role Description

This role involves supporting the Financial Actuarial team with a focus on deferred fixed and indexed annuity valuation.

• Support quarterly Statutory, Tax, and GAAP valuations and earnings variance analysis.
• Prepare monthly, quarterly, and annual financial reports for internal stakeholders and third-party partners.
• Maintain and enhance valuation models and business plan models.
• Evaluate the impacts of model updates and process enhancements.
• Develop automation tools and scripts to improve reporting and analysis workflows.
• Participate in data and reserve reconciliations for administrative conversion projects.
• Provide ad-hoc reporting and analysis as needed.
• Collaborate effectively with cross-functional teams throughout the organization.
• Create and maintain clear documentation for reporting processes and procedures.
• Learn and adopt new technologies to advance the reporting strategy.

Qualifications

• Bachelor’s degree in Mathematics, Statistics, Actuarial Science, or a related field required.
• 7+ years of experience in actuarial and/or financial statement reporting required.
• 4+ years of experience working with PolySystems actuarial software required.

Requirements

• Strong working knowledge of financial reporting frameworks, including GAAP, Statutory Accounting, and Tax reporting.
• Strong aptitude for interpreting, communicating, and supporting financial and actuarial reporting.
• Ability to take ownership of projects and lead initiatives with minimal guidance.
• Ability to manage multiple projects and adapt quickly to changing priorities.
• Excellent analytical skills and attention to detail; inquisitive and solutions-oriented mindset.
• Advanced Microsoft Excel skills and proficiency with SQL Server or similar database coding environments.
• Ability to learn new software systems and coding languages.
• Strong communication skills with the ability to work independently and collaboratively.
• Knowledge of annuity products strongly preferred.
• Valuation experience preferred.
• Experience using PolySystems actuarial software required.

Benefits

• Comprehensive health, dental, and vision insurance.
• Mental health benefits and an employee assistance program.
• Variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day).
• Contributions to healthcare accounts.
• Pension plan.
• 401(k) plan with Company matching.
• Engagement in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.