Our client is a leading global financial services organization with a growing insurance business that provides long-duration liabilities supporting its broader investment platform.
The organization is modernizing a historically fragmented insurance technology environment by connecting finance, actuarial, investments, operations, and data through an integrated cloud-based ecosystem. The long-term vision is an insurance optimization engine that provides a more connected view of how business decisions impact capital, profitability, investments, and shareholder value.
To support this transformation within the FP&A / Statutory Capital workstream, the client is looking for a resource with deep insurance expertise who can partner directly with the business, identify opportunities, and translate complex requirements into scalable technology solutions.
Role Summary
This is a business-side FP&A transformation role within a large, complex financial services organization, focused on modernizing and strengthening statutory capital reporting, analysis, and forecasting capabilities.
The individual will partner closely with senior Finance and Capital stakeholders to understand how capital processes work today, identify the underlying business and regulatory requirements, and translate those requirements into solutions that Technology and data teams can execute against. The role sits at the intersection of Finance,ultimately affect statutory capital.
A key part of the mandate is helping evolve capital capabilities that have historically relied on complex or fragmented processes - including legal-entity capital projections, historical statutory and capital reporting, portfolio runoff analysis, and regulatory projections - into more scalable, transparent, and sustainable solutions.
Key Responsibilities
Ideal Background
The strongest candidate will bring experience in insurance capital, statutory reporting, actuarial finance, FP&A, or a closely related insurance finance discipline, combined with strong business analysis and transformation capabilities. This is not primarily a technology or coding role; experience with data, analytics, Python, AI, or financial modeling is valuable, but the priority is someone who understands the underlying business and can translate that knowledge into requirements and improved processes.
Success will require intellectual curiosity, strong communication skills, comfort operating in ambiguity, and the ability to engage credibly with senior Finance, Capital, and Actuarial stakeholders while driving work forward across functional and technology teams.
About Korn Ferry
Korn Ferry unleashes potential in people, teams, and organizations. We work with our clients to design optimal organization structures, roles, and responsibilities. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. To learn more, please visit Korn Ferry at www.Kornferry.com
