Senior Director, Capital Management

Role Overview

• Lead management of consolidated balance sheets, including financial leverage, holding liquidity, free cash flow, and capital position.
• Develop and oversee capital structure and capital allocation analysis, including multi-year capital forecasting and scenario modeling, and maintaining a toolbox to support solvency when needed.
• Advise senior management on capital returns to shareholders, issuances and redemptions of financial leverage, remittances from business units, capital allocation decisions, and capital optimization strategies.
• Provide oversight and direction for enterprise capital management reporting and analytics.
• Monitor adherence to capital management policies across business units and evaluate capital-related risks and business initiatives.
• Deliver monthly and quarterly capital management reporting to executive and board-level stakeholders in partnership with financial planning and analysis teams.
• Partner with treasury, risk management, investor relations, corporate development, and finance leadership to support enterprise financial objectives.
• Guide analytical support for business and multi-year planning, quarterly business reviews, and performance review processes.
• Lead and develop capital management talent, including setting priorities and performance expectations.

Requirements

• Bachelor’s degree in finance, accounting, economics, actuarial science, business, or a related field
• 12+ years of experience in capital management, financial planning & analysis, or balance sheet management within insurance or financial services
• Advanced knowledge of capital frameworks, balance sheet management, and capital instruments
• Strong understanding of regulatory capital requirements, including U.S. statutory accounting and NAIC RBC principles
• Experience preparing and presenting financial and capital analysis for senior leadership and board audiences
• Advanced proficiency in financial modeling, forecasting, and capital analytics tools
• Strong proficiency in Microsoft Excel, PowerPoint, and financial reporting systems.

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs