Senior or FP&A Analyst

Senior or FP&A Analyst

We are searching for an experienced Senior or FP&A Analyst at our Connecticut office.

Full Time
Norwalk, CT

About the Company: Wilton Re is an industry leader in the life (re) insurance space,specializing in the acquisition of in force life insurance and annuities. Weare experienced industry specialists focused on the risk, capital and operational needs of our clients’ businesses. We provide our clients with theservices they need from in force transactions and product development to underwriting and new business strategies.

Wilton Re has the resources and expertise to pursue and successfully manage the largest life and annuity transactions in the market.

Position Summary: We are looking for a dynamic, agile, and creative individual with strong dataand analytics capabilities, who is able to bridge analytics with business management. You will help to architect new approaches that will leverage yourdata and analytics skills to provide better visibility into financial system sand strategy. You will help to develop insights that enable leadership to make effective, data-driven decisions, with broad impact across the organization.

The ability to identify areas for process improvement, and to advocate awell-reasoned and empirically sound perspective to help further business objectives, is essential.

This person is a strong listener, able to ensure collated business and technology strategies are reflected in the vision on how to build and operationalize analytics models using technology. This individual will provide hands-on consultancy, collaboration and support to internal clients and project teams in designing and delivering business and data analytics work. The Senior or FP&Aanalyst specializes in collecting, organizing/aggregating, and analyzing datato accurately report their findings for purpose of decision-making and strategic initiatives.

The ability to communicate those results effectively is essential.

Role Responsibilities:

• Perform analysis of investment income, expenses, and underwriting results, and compare against budget and modeled results.
• Prepare reports to communicate financial results to management in clear and concise formats.
• Participate in developing enterprise annual budgets and forecasts.
• Support the accounting and finance stakeholders with automation and build out customized analytic reports for financial and operational reporting
• Aggregate data points from existing proprietary data warehouse to create relevant reporting outcomes in support of FP&A.
• Perform data analysis to generate reports and recommendations aligned to business needs and objectives.
• Provide results from research to assist management in decision-making.
• Analyze and determine data, system, and program requirements for departmental projects.
• Work with business partners to define and create reporting dashboards and support ongoing data monitoring for financial data across systems.
• Perform analysis of ways to control costs, maintain efficiency, and improve effectiveness of our business processes.

Basic Qualifications:

• 3+ years of experience within Life insurance (reinsurance)
• Understanding of US GAAP, US Statutory, and/or Life Insurance tax accounting principles
• High level of proficiency in MS Office Suite, particularly Excel
• Exceptional analytical, logical reasoning and problem-solving skills
• Excellent verbal and written communication skills
• Exemplary teamwork skills as well as excellent interpersonal skills
• Self-starter: able to initiate, prioritize, and complete assignments with minimal supervision
• Eagerness and ability to learn and adapt technologies, industry practices, tools, and trends
• Strong organizational skills, strong project management skills, attention to detail and continuous process improvement mindset
• Energetic, strong work ethic, resilient, collaborative, ability to juggle multiple projects at once and personally committed to achieving success
• Experience working with BI Software a plus (e.g., MS Power BI, Tableau, etc.)

Required Education /

Certifications:

• BS or BA in Finance, Accountancy, or Mathematics preferred
• Candidate with CPA or MBA a plus
• Experience writing SQL queries and an understanding of data warehouse…