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Lincoln Financial · 2 days ago

AVP, Actuary M&A Strategy

United States

Full-time

Remote

Senior Level, Lead/Staff

$126K/yr - $229K/yr

10+ years exp

Lincoln Financial is a company focused on helping people plan for their financial future through products like annuities and life insurance. The AVP, Actuary M&A Strategy will lead initiatives that shape the organization's future by evaluating and executing transactions, building financial models, and collaborating with senior leadership to support M&A and strategic transactions.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Develop and maintain advanced financial and actuarial models to assess potential deals, forecast company performance, and support M&A and strategic initiatives

Integrate actuarial assumptions (e.g., mortality, lapse, reserve methodologies) into valuation and deal structuring models to ensure accurate risk and profitability analysis

Play a key role in due diligence for M&A transactions, conducting thorough financial and actuarial analysis of target companies, including reserve adequacy and capital requirements

Create clear, concise, and compelling presentations for senior management and executive leadership, translating complex actuarial and financial insights into actionable strategies

Evaluate and interpret highly complex economic and insurance industry trends to inform short-term and long-term M&A policies and plans

Partner with cross-functional teams—including Actuarial, Finance, Risk, Operations, and Legal—to execute deals and lead the transition from transaction to integrated business operations

Stay current on industry trends, regulatory changes, and market dynamics to inform modeling assumptions and strategic recommendations

Participate as needed on enterprise committees (e.g., Asset Liability, Risk, Product, Capital Management), providing actuarial and strategic expertise

Qualification

M&A experienceFinancial modelingActuarial expertiseLife insurance knowledgeGAAP understandingASAFSA designationAnalytical skillsCommunication skillsInterpersonal skillsProblem-solving skills

Required

10+ Years experience in M&A, corporate development, actuarial, or finance or a related field, with a strong focus on the life insurance and annuity sectors

Extensive experience in building complex financial models, with a demonstrated understanding of life insurance and annuity statutory and GAAP corporate modeling

Strong analytical and problem-solving skills, with a meticulous attention to detail

Excellent written and verbal communication skills, with the ability to create clean, visually effective presentations that convey a strong narrative

Strong interpersonal and relationship management skills

Ability to adapt quickly in a fast paced and dynamic work environment