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Responsible for maintaining and developing key processes, analytic tools, and reports to support the planning and forecasting team. Collaborate with team members to provide reliable analysis and reporting of financial forecasts. Automation of key spreadsheets and tools for in-depth information delivery to senior leaders. Perform detailed analysis around financial forecast results and variance to actual financial results.
Conduct best-practice model validation activities in the insurance industry using actuarial and modeling expertise. Plan and deliver model validations, assess model design and accuracy, build relationships, and provide guidance on analytical techniques.
Responsible for managing change initiatives impacting affiliated distribution channels and third party distribution in the wealth management sector. Collaborates with business partners to create and execute readiness plans and ensure alignment across all stakeholders. Maintains documentation for all readiness initiatives and deployment plans.