Statutory and Finance Strategy Analytics Lead (HYBRID) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Equitable · 5 days ago

Statutory and Finance Strategy Analytics Lead (HYBRID)

Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a Statutory and Finance Strategy Analytics Lead to lead capital forecasting initiatives, support strategic balance sheet management, and collaborate with various business areas to maintain a strong capital position.

BankingConsultingFinancial Services
check
H1B Sponsor Likelynote

Responsibilities

Lead the development, maintenance and enhancement of the company’s capital and free cash flow projection
Partner with key stakeholders to analyze the capital impacts of initiatives/transactions (M&A, reinsurance, structured asset etc.)
Prepare short- and long-term capital projections to support planning cycles and strategic initiatives
Support asset-liability management activities, including developing and monitoring key balance sheet metrics and liquidity needs
Produce clear, well-structured presentations and reports for senior management, risk committees and regulators
Support communication with external parties such as regulators, rating agencies and distribution partners
Stay informed on evolving regulatory capital requirements and market best practices

Qualification

Capital managementActuarial modelingFinancial forecastingUS statutory accountingALM analysisFinancial reportingBusiness acumenPlanningDecision makingCommunicationTeam collaboration

Required

Bachelor's degree in a quantitative field
5+ years of experience in life insurance, capital management, actuarial modeling, ALM or risk management
Knowledge in US statutory accounting, reserving and regulations
Proficiency with Excel, Word and PowerPoint

Preferred

ASA or FSA designation
Actuarial modelling (GGY-AXIS preferred) and valuation experience
Experience in ALM analysis and financial projection
Knowledge of investment accounting and financial assets
Understanding of solvency regimes outside of the US, specifically Bermuda

Benefits

Medical
Dental
Vision
A 401(k) plan
Paid time off

Company

Equitable

company-logo
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Mark Pearson
CEO and President
linkedin
leader-logo
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
linkedin
Company data provided by crunchbase