Description

• Lead enterprise liquidity management and cash forecasting processes.
• Develop and maintain funding strategies to support business growth and operational requirements.
• Monitor liquidity positions, collateral requirements, and contingent liquidity needs.
• Establish treasury policies, controls, and governance frameworks.

• Lead capital planning initiatives across legal entities and operating companies.
• Optimize capital deployment and structure to maximize risk-adjusted returns.
• Evaluate capital actions including debt issuances, surplus notes, reinsurance transactions, dividends, and other strategic financing opportunities.
• Support executive management and Board-level discussions regarding capital adequacy and financial strategy.

• Partner with investment and actuarial teams to manage asset-liability matching strategies.
• Assess impacts of interest rate movements, market conditions, and liability profile changes on capital and liquidity.
• Oversee balance sheet optimization and enterprise funding strategies.

• Support mergers, acquisitions, reinsurance transactions, and strategic growth initiatives.
• Develop financial analyses related to capital efficiency, funding alternatives, and enterprise value creation.
• Prepare materials for executive leadership, Board committees, rating agencies, lenders, and regulators.

• Maintain strong relationships with insurance regulators, rating agencies, banks, and financing partners.
• Monitor statutory capital levels, RBC metrics, and other key regulatory measures.
• Support examinations, regulatory filings, and capital-related disclosures.

• Build and lead a high-performing treasury and capital management function.
• Mentor and develop team members while fostering strong cross-functional collaboration.
• Serve as a trusted advisor to executive leadership regarding treasury, liquidity, and capital strategy.

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related discipline.
• MBA, CFA, CPA, or equivalent advanced credential preferred.
• Minimum 10+ years of progressive treasury, capital management, finance, or ALM experience within the life and annuity insurance industry.
• Direct life and annuity insurance experience is required.
• Demonstrated experience interacting with rating agencies including A.M. Best, Fitch, Moody's, and S&P.
• Experience leading debt, financing, or strategic capital transactions.
• Strong executive presence with a track record of presenting to senior management and boards of directors.