Join and apply
Apply now
Login and apply
Candidate registration
Recruiter registration

If you are interested in becoming a NIRA recruiter, please visit our “Become a NIRA Member Page” or email us for additional information to “"

Forgot password
Forgot password
Candidate registration
Recruiter registration

Group Planning Senior Associate job in New York

Vacancy has expired

Show me jobs like this one

The ARGroup of Search Companies jobs
Career Interest:  Accounting/Financial
Insurance Discipline:  Property & Casualty
Managed Care
Life and Health
Job Type:  Full Time
State:  New York (NY)
City:  New York
New York, NY, USA (Show on map)

Reporting to the AVP, Group Planning Manager, the Client is seeking a Group Planning Senior Associate. This is an exciting time to consider this client and this role. The client has made a number recent acquisitions, has added additional lines of business and is actively seeking expansion opportunities. This is all being driven by resources the Client’s parent company is giving them.


The purpose of the role is to help provide the executive team financial data in order for the Executive Team to make good business decisions especially at the Group level. In this role, you’ll be responsible for development of the Group’s annual financial plan and quarterly forecasts as well as be involved in the rating agency capital models. This is a highly visible role where you’ll collaborate closely with the Group and local CFO’s.


The Client is not a very big shop, but it’s growing. The client is doing close to $1.5 BB in terms of top line, is attracting some significant names from the insurance industry (especially recently) and is building out a number internal groups such as investments, reporting, FP&A, reinsurance and tax. All of this is being driven by growth. In terms of its footprint, the Client is an international carrier with worldwide interests in insurance and reinsurance and locations/operations in Bermuda, New York, London and other locations overseas.


Although this is an Planning and Analysis role, a public/private background and a CPA would be helpful.


Some highlights of responsibilities:

  • Prepare and maintain annual plan and quarterly forecasts.
  • Analysis/calculations of:
    underwriting returns
    cash flows/capital management
    intercompany balance eliminations
  • FIN 46 consolidations
  • Prepare and maintain internal view of rating agency models.
  • Assist in preparation of materials for Annual Rating agency meetings
  • Assist in preparation of materials for client and other external meetings.
  • Project work, including building and maintaining models for things such as new business opportunities, organic and acquisition based-growth, restructuring, financings, etc.
  • Monitor capital and dividend transactions throughout the holding companies for accurate planning and cash flow. accounting.
  • Review of corporate restructurings to ensure correct accounting treatment by individual entities and in consolidation.
  • Special requests by management, including accounting research, preparation of supporting schedules, and resolution of disclosure questions/issues.
Salary:  Open
Bonus/Benefits:  $100,000 - $135,000 plus bonus

Search Insurance Jobs

Featured Jobs

Recruiting Now

Richard Wright Company GHP Consultants, Inc. General Search & Recruitment Pat Allen Associates, Inc Bensen & Associates
Home    About us    Job search    Contact us    Privacy policy    Mobile version   

Popular locations: New York (NY) (197) | Florida (FL) (81) | New Jersey (NJ) (58) | California (CA) (49) | Texas (TX) (49) | Connecticut (CT) (40) | Illinois (IL) (31) | Pennsylvania (PA) (24) | Georgia (GA) (22) | Massachusetts (MA) (22)

Popular categories: Broker/Agency (280) | Sales/Marketing (197) | Underwriting (193) | Customer Service (124) | Actuarial (82) | Claims (71) | Executive/Administration (38) | Accounting/Financial (36) | Operations (30) | Product Manager/Analyst (24)