Statutory and Finance Strategy Analytics Lead; HYBRID

Job Description - Statutory and Finance Strategy Analytics Lead (HYBRID) )

UNITED STATES-NY-New York

Equitable

Full-time

About the Role

Equitable is looking for a Statutory and Finance Strategy Analytics Lead. The Statutory Balance Sheet Analytics Team serves as a key leader within the Treasury Department, responsible for capital and free cashflow projections, analysis and attribution, and the support of strategic initiatives that affect capital. The role reports to the Head of Capital Forecasting and involves leading key capital forecasting initiatives, supporting strategic balance sheet management, and collaborating with Actuarial, Accounting, Investments and Business areas.

What You’ll Be Doing

• Lead the development, maintenance and enhancement of the company’s capital and free cash flow projection.
• Partner with key stakeholders to analyze the capital impacts of initiatives/transactions (M&A, reinsurance, structured asset, etc.).
• Prepare short- and long-term capital projections to support planning cycles and strategic initiatives.
• Support asset-liability management activities, including developing and monitoring key balance sheet metrics and liquidity needs.
• Produce clear, well-structured presentations and reports for senior management, risk committees and regulators.
• Support communication with external parties such as regulators, rating agencies and distribution partners.
• Stay informed on evolving regulatory capital requirements and market best practices.

Hybrid This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.

The base salary range for this position is $110,000 - $170,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, refer to the link below.

• 5+ years of experience in life insurance, capital management, actuarial modeling, ALM or risk management.
• Knowledge in US statutory accounting, reserving and regulations.
• Proficiency with Excel, Word and PowerPoint.
• Preferred Qualifications:
• ASA or FSA designation.
• Actuarial modelling (GGY-AXIS preferred) and valuation experience.
• Experience in ALM analysis and financial projection.
• Knowledge of investment accounting and financial assets.
• Understanding of solvency regimes outside of the US, specifically Bermuda.

• Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
• Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
• Financial Forecasting and Modeling: Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.
• Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
• Planning:
  Tactical, Strategic: Knowledge of effective planning techniques and ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan.

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to…