Manager, LT Planning & Special Projects

Position Responsibilities:

Reports to and supports the VP of Long Term Planning & Special Projects in all multi-year planning, forecasting and reporting of P&L items down to Net Income. Prepare a variety of analytics, reports and executive level presentations as required.  Develops and maintains complex Excel and Cognos models used for forecasting, taking into account macroeconomic and production drivers and historic trends and cycles. Automate, improve and institutionalize the forecasting process across all legal entities, regions and divisions.

• Complete the development of  long-term, driver-based forecast model linking capital, treasury and tax requirements while integrating business and macroeconomic drivers into assumptions.  Institutionalize a walk from management results to legal entities to ensure consistency with tax, treasury and capital planning requirements.


• Maintain internal capital/ROE models with considerations around investments, reserving, CAT exposure and capital allocations for management reporting purposes.


• Support Financial Planning & Analysis on various ad hoc reports and special projects as required.


• Extract, gather, compile and organize large amounts of data in required format.


• Directly supervise one analyst.

Desired Skills/Experience:

• Bachelor’s degree in business/finance/accounting, an MBA, CFA and/or CPA preferred


• Insurance company experience required (8 to 10+ years)


• Financial planning and forecasting, capital planning and/or business planning experience required


• Strong finance/accounting background including experience with financial statements and accounting.


• Strong Microsoft skills are required, especially Excel and PowerPoint. Experience with financial systems/applications such as Cognos, SAP, Hyperion, is a plus. Strong Excel skills in data compilation and aggregation (i.e. pivot tables, VLookup, and Macros), is required.


• Strong analytical skills are required. Ability to manage multiple activities, to work independently and with a strong sense of urgency is required. The ability to be a creative problem solver, anticipate problems and opportunities and deliver solutions is a must.


• The ability to effectively communicate (verbally and written) with executives is required.