Maintain the company’s regulatory and rating agency capital models, provide related financial analysis, and explain results to clients.
Assist in the forecasting of statutory financial statements and regulatory and rating agency capital to be used in planning, budgeting, and decision making.
Prepare annual regulatory capital filings.
Track and report on pending regulatory and rating agency capital changes.
Coordinate the completion of annual rating agency data requests and questionnaires.
Accurately develop, maintain, analyze and discuss various financial reports with clients.
Develop and interpret complex modeling, with an understanding of core finance concepts such as NPV, IRR, DCF, etc.
Build relationships with assigned clients and provide requested financial support.
Improve processes related to achieving the above responsibilities.
Support project teams as needed and work collaboratively.

Bachelor’s degree in Accounting or Financial discipline or equivalent work experience
5+ years’ experience in a finance or accounting related position
Strong knowledge of GAAP and Statutory Accounting Principles
Proficient with Financial Reporting tools, primarily WorkDay and Office Connect
Proficient with Microsoft products, such as Excel, PowerPoint and Word
Demonstrated ability to collaborate effectively with customers of varying backgrounds and business acumen
Excellent written and verbal communication skills
Demonstrated strong organizational skills; ability to effectively manage multiple projects and priorities
Excellent ability to self-prioritize workload, as well as manage and communicate resource conflicts
Demonstrated ability to analyze data or processes and propose solutions
Demonstrated knowledge of the financial services industry and product lines
Proven ability to work in a team setting, directly and indirectly.

Capital Management Analyst

Key skills