Financial Planning & Analysis Actuary

Actuarial Zionsville/Indianapolis, Indiana


Position at Group1001

Group1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Job Summary

This position is responsible for the production of management reports that highlight key financial indicators, performing in-depth financial analysis, explaining variances from expected results, and enhancing management reporting capabilities through technological application.

Main Accountabilities

  • Preparing and enhancing management reporting of earnings, cash flows, and capital.
  • Developing actionable insights into all areas of financial performance, often involving coordination with other functions.
  • Analyzing and communicating emerging trends to senior management through data-driven analysis.
  • Leveraging technology to build efficiencies and controls in Financial Planning and Analysis processes.
  • Strong actuarial & risk management capabilities. Ability to influence decision making at various levels of the organization. Ability to juggle and negotiate multiple deliverables to various senior stakeholders under tight time frames.


  • B.S. Degree in Mathematics, Business or other related fields.
  • FSA or ASA with 5+ years of experience in insurance industry.
  • Excellent verbal communication, facilitation, and relationship management experience.
  • MS Office Suite experience.
  • Works collaboratively with all levels of management.
  • Advanced expertise in Excel (including VBA and PowerQuery) and SQL.
  • Preferred experience with data modeling and BI tools such as PowerBI.
  • Knowledge of insurance accounting, financial statements, and annuity valuation.
  • Experience with investment analysis a plus.
  • Strong financial modeling/valuation and analytical skills; experience analyzing insurance products and related industry information.