Senior Business Analyst – Financial Transformation

We are seeking a strategic and technically adept Senior Business Analyst to join our Financial Planning & Analysis (FP&A) Transformation initiative. This high-impact role focuses on reimagining how actuarial, investment, and performance data drive decision-making across our Life and Annuity business lines. The ideal candidate will combine deep domain knowledge with exceptional analytical and technical skills to bridge business needs and data-driven solutions.

Key Responsibilities

• Partner with business leaders and technology teams to design and deliver complex transformation initiatives within the FP&A domain.

• Translate strategic objectives into detailed business and technical requirements.

• Analyze large-scale actuarial and investment portfolio datasets to identify insights and improve financial forecasting accuracy.

• Develop and validate advanced data models and analytical frameworks that enhance financial performance reporting.

• Collaborate with data engineering and IT teams to ensure effective data warehouse structures and integration.

• Present findings and recommendations to senior stakeholders through clear and data-driven narratives.

• Continuously identify opportunities to streamline business processes and optimize analytical tools and data structures.

Required Qualifications

• Proven experience delivering complex business or data transformation projects.

• Strong expertise in either:

  • Life and Annuity Insurance, or

  • Investment Analytics / Portfolio Performance

• Advanced data analysis and modeling skills, with the ability to work confidently across millions of data records.

• Demonstrated ability to translate business requirements into technical solutions.

• Exceptional communication and presentation abilities, with comfort engaging at executive levels.

• Minimum 4 days per week in-office (New York, Boston, or Des Moines).

Technical Skills

• Advanced Excel (complex modeling, VBA/macros preferred)

• SQL (query optimization, joins, large dataset handling)

• Data Warehouse experience (design, ETL, or BI integration)

• Power BI (data visualization, DAX modeling)

• Python exposure preferred (for model development and automation)

Preferred Experience

• 7+ years of experience in business analysis, financial transformation, or investment analytics.

• Familiarity with actuarial concepts and insurance product performance metrics.

• Prior involvement in FP&A modernization or data strategy programs.

• Experience collaborating with cross-functional teams including finance, actuarial, and IT.

Ideal Candidate Attributes

• Strategic Thinker: Sees the big picture and understands the long-term impact of analytical decisions.

• Technical Acumen: Confident manipulating complex datasets and leveraging analytical tools.

• Business Translator: Skilled at turning business needs into actionable technical solutions.

• Adaptable: Able to operate effectively across both annuity and investment domains.

• Results-Oriented: Demonstrates measurable impact through data-driven decision support.