Group Planning Senior Associate
New York, NY
Reporting to the AVP, Group Planning Manager, this Client is
seeking a Group Planning Senior Associate.
This is an exciting time to consider
this client and this role. The client has made a number recent acquisitions,
has added additional lines of business and is actively seeking expansion
This is all being driven by resources the Client’s parent
company is giving them.
The purpose of the role is to help provide the executive
team financial data in order for the Executive Team to make good business
decisions especially at the Group level. In this role, you’ll be responsible
for development of the Group’s annual financial plan and quarterly forecasts as
well as be involved in the rating agency capital models. This is a highly
visible role where you’ll collaborate closely with the Group and local CFO’s.
The Client is not a very big shop, but it’s growing. The
client is doing close to $1.5 BB in terms of top line, is attracting some
significant names from the insurance industry (especially recently) and is
building out a number internal groups such as investments, reporting, FP&A,
reinsurance and tax. All of this is being driven by growth. In terms of its
footprint, the Client is an international carrier with worldwide interests in
insurance and reinsurance and locations/operations in Bermuda, New York, London
and other locations overseas.
Although this is an Planning and Analysis role, a
public/private background and a CPA would be helpful.
Some highlights of responsibilities:
and maintain annual plan and quarterly forecasts.
cash flows/capital management
intercompany balance eliminations
- FIN 46
and maintain internal view of rating agency models.
in preparation of materials for Annual Rating agency meetings
in preparation of materials for client and other external meetings.
work, including building and maintaining models for things such as new
business opportunities, organic and acquisition based-growth,
restructuring, financings, etc.
capital and dividend transactions throughout the holding companies for
accurate planning and cash flow. accounting.
of corporate restructurings to ensure correct accounting treatment by
individual entities and in consolidation.
requests by management, including accounting research, preparation of
supporting schedules, and resolution of disclosure questions/issues.