Group Planning Senior Associate

General Search & Recruitement Published: November 27, 2017


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:

  • Prepare
    and maintain annual plan and quarterly forecasts.
  • Analysis/calculations
    underwriting returns
    cash flows/capital management
    intercompany balance eliminations
  • FIN 46
  • Prepare
    and maintain internal view of rating agency models.
  • Assist
    in preparation of materials for Annual Rating agency meetings
  • Assist
    in preparation of materials for client and other external meetings.
  • Project
    work, including building and maintaining models for things such as new
    business opportunities, organic and acquisition based-growth,
    restructuring, financings, etc.
  • Monitor
    capital and dividend transactions throughout the holding companies for
    accurate planning and cash flow. accounting.
  • Review
    of corporate restructurings to ensure correct accounting treatment by
    individual entities and in consolidation.
  • Special
    requests by management, including accounting research, preparation of
    supporting schedules, and resolution of disclosure questions/issues.


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