Senior Associate, Capital Forecasting - Finance

About the role

The Senior Associate, Capital Forecasting – Finance will join Fortitude Re’s Capital Management Forecasting Team (CMFT), a centralized forecasting function that provides consolidated forecasts across various financial metrics to support strategic decision-making.

Responsibilities

• Execute assigned components of the quarterly financial-based production process.
• Support the development and maintenance of US GAAP-based projections, performing reconciliations to ensure consistency with the enterprise financial reporting framework.
• Prepare period-over-period variance analyses for assigned financial forecast outputs, identifying and documenting key drivers for review by senior team members.
• Perform trend analysis to validate forecasted reporting items against actual results, focusing on US GAAP and management basis outputs.
• Gather and incorporate current business developments and management assumptions into forecast models, ensuring input reflects the latest available information.
• Execute controls as designed to ensure the accuracy and auditability of all projection outputs.
• Maintain supplementary processes and analytical tools to extend the enterprise forecasting model's coverage.
• Contribute to automation and model architecture improvement initiatives to reduce manual processes and improve scalability across forecasting outputs.
• Support the preparation of senior management and board-level reporting materials, including capital forecast summaries and variance commentary for management committees.

Requirements

• Undergraduate degree required with finance, accounting, actuarial science, or other quantitative fields preferred.
• 5+ years of experience in financial reporting, FP&A, or a related field within the insurance/reinsurance industry.
• CPA, CFA, or equivalent accounting designation preferred; actuarial exam progress also valued.
• Basic working knowledge of US GAAP accounting principles; exposure to insurance financial reporting a plus.
• Financial modeling experience with comfort working with large data sets preferred.
• Strong analytical and quantitative skills with high attention to detail and a commitment to data accuracy.
• Able to manage multiple deliverables within structured financial reporting timelines.
• Effective written and oral communication skills, including the ability to present financial results clearly to internal stakeholders.

Qualifications

• Undergraduate degree required with finance, accounting, actuarial science, or other quantitative fields preferred.
• 5+ years of experience in financial reporting, FP&A, or a related field within the insurance/reinsurance industry.
• CPA, CFA, or equivalent accounting designation preferred; actuarial exam progress also valued.
• Basic working knowledge of US GAAP accounting principles; exposure to insurance financial reporting a plus.
• Financial modeling experience with comfort working with large data sets preferred.
• Strong analytical and quantitative skills with high attention to detail and a commitment to data accuracy.
• Able to manage multiple deliverables within structured financial reporting timelines.
• Effective written and oral communication skills, including the ability to present financial results clearly to internal stakeholders.

Skills

• US GAAP accounting principles
• Financial modeling
• Data analysis
• Communication skills

Benefits

• Annual bonus based on company and individual performance
• Generous benefits package

Pay

• Base Salary Range: $105,000 USD - $125,000 USD

Schedule

• Full-time