Vice President of Financial Planning Analysis

About the Role

Join as Associate or VP, FP&A – Insurance. This is a newly created and you will be the first FP&A hire dedicated to the firm's rapidly expanding reinsurance business, which currently represents nearly half of total firm AUM.

You'll act as the strategic finance lead for the Insurance and Reinsurance platform, partnering directly with Executive Leadership, the CFO, and senior investment professionals. This is an opportunity to have outsized impact at one of the industry's most dynamic alternative investment firms during a pivotal growth phase.

About the Firm

They are a next-generation, integrated investment platform. Our strategies span private equity, private credit, and insurance/reinsurance solutions. With approximately $32B in AUM, we combine the sophistication of a large institutional manager with the agility and visibility of a high-growth environment. Benefits include fully paid healthcare, free lunch, and flexible PTO.

What You'll Do

Strategic Finance Leadership

• Serve as the strategic finance lead for the Insurance and Reinsurance business units, acting as a thought partner to platform leadership
• Drive the development of long-range financial plans, forecasts, and capital allocation frameworks
• Evaluate strategic initiatives including M&A opportunities, reinsurance transactions, fund structures, and new product launches
• Deliver executive-ready presentations and insights for Management Committee and Board discussions

Financial Modeling & Performance Analytics

• Own financial modeling and scenario analysis for the Insurance Platform—analyzing revenue drivers, fee economics, expense allocations, and profitability
• Conduct profitability analysis and forecasting to support investment and corporate decision-making
• Develop dashboards and KPIs that track AUM growth, capital deployment, and returns across the platform
• Synthesize complex financial data into clear narratives and actionable recommendations for senior stakeholders

Cross-Functional Partnership

• Partner with investment, operations, and capital markets teams to support pricing, funding, and strategic transactions
• Collaborate with FP&A, Corporate Development, and Investment teams on firm-wide planning initiatives
• Contribute to enterprise-level forecasts and firm-wide strategic finance projects
• Drive continuous improvement in reporting and analytical processes through automation and system enhancements

Qualifications

• 5 years of progressive experience in strategic finance, FP&A, or corporate strategy
• Background in the insurance solutions platform of an alternative asset manager is ideal; candidates from reinsurance firms or insurance companies will also be considered
• Strong understanding of insurance and reinsurance economics, capital structures, and performance metrics (life and retirement focus is a plus)
• Exceptional financial modeling skills as you'll be conducting complex profitability analysis and scenario forecasting
• Proven ability to translate financial insights into clear, actionable recommendations for executive audiences
• Advanced Excel and PowerPoint skills; experience with enterprise planning tools (OneStream, TM1, Adaptive Insights) is a plus
• Exceptional analytical skills and attention to detail, paired with a strategic mindset and executive presence
• Bachelor's degree required; MBA, CFA, or CPA preferred

Work Location

This role is based in our New York City office, 4 days per week onsite.