Director of M&A and Life CFO

Job Number: 9973

Job Number: 2600005U

External Description: About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since 1859.

The Director of M&A and Life CFO role will drive development and execution of Life M&A strategy (including reinsurance), drive Life strategic initiatives (e.g. manage mortality, stabilize Life earnings), and manage Life financials and reporting. The role will report to the Head of M&A, and work closely with external advisors (consultants, bankers, lawyers), Business, Actuarial, Accounting, Risk Management, and IT teams to execute the team's objectives.

What You'll Bring

• Lead Life M&A and reinsurance transaction negotiations, manage existing life reinsurance relationships (including with banking and actuarial advisors), lead Life actuarial analyses and due diligences, including any subsequent investor support and post-transaction closing activities.
• Lead development and execution of key Life strategic initiatives and transactions (internal and external), including various ways to optimize risk transfer, earnings, and capital
• Manage Life financials, including impact from reinsurance transactions (for GAAP, stat and economic), and provide insights and recommendations to senior management
• Drive rigor in strategic plan development for Life segment and set financial guidance to ensure continued discipline on financial metrics
• Provide thought partnership in Life assumptions setting and experience study analyses, working closely with Actuarial and Assumptions, and the Life business teams
• Create clarity by combining business judgement with technical understanding to structure the problem and provide a data-driven view
• Build consensus and effectively influence mid-level and senior-level stakeholders
• Lead work with external advisors (consultants primarily, but also collaborating with bankers and lawyers)
• Manage a team responsible for financial analysis, monthly business review reporting, quarterly reporting, P&L management, sales projections, expense budgeting, etc.

The total targeted compensation range for this position is $313,600 - $447,000. Total compensation varies based on skills, experience, geographical location and other factors.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program
What You'll Bring

Required

• Bachelor's degree in Finance, Management and/or Mathematics
• 10 years relevant experience in Insurance, M&A, or Consulting
• M&A advisory experience
• Strong understanding of Life insurance products
• Strong analytical capabilities, as well as strong written and verbal communication skills
• Extensive project management experience

Preferred

• FSA credential strongly preferred
• Proven relationship building background and ability to effectively interact with external and internal stakeholders
• Ability to lead and mentor a small team

SKILLS

• Business Acumen:Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
• Decision Making and Critical Thinking:Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
• Finance and Accounting:Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply finance knowledge appropriately to diverse situations.
• Financial Analysis:Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
• Financial Forecasting and Modeling:Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.

ABOUT EQUITABLE

At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Community / Marketing Title: Director of M&A and Life CFO

Location_formattedLocationLong: New York, New York US