Support monthly and quarterly life insurance actuarial valuation across statutory, GAAP, tax, EBS, and other reporting bases. Perform reserve calculations, reconciliations, validation, variance analysis, collateral and financial reporting calculations, and actuarial model reviews. Document assumptions and processes, address data and reporting issues, support audits and regulatory requests, and improve production controls and efficiency.
Responsibilities
Key Responsibilities
- Support quarterly and monthly actuarial valuation processes across EBS, SBA, GAAP/SFS, tax, and other reporting bases.
- Perform reserve calculations, validation checks, reconciliations, and variance analysis.
- Support production of collateral, covenant, and financial reporting calculations.
- Assist with actuarial model execution and review of outputs.
- Document assumptions, methodologies, and production processes.
- Support audit, regulatory, and management reporting requests.
- Identify and escalate data, model, or reporting issues impacting valuation results.
- Work with internal actuarial teams to improve efficiency, controls, and production readiness.
Qualifications
- Qualified FIA, FSA, or equivalent actuarial designation required.
- 10+ years of life insurance, annuity, or reinsurance valuation experience.
- Experience with statutory, GAAP, EBS, or economic balance sheet reporting.
- Strong analytical, modeling, and reconciliation skills.
- Experience working with actuarial modeling platforms and reporting processes.
- Ability to work in a fast-paced production environment with strong attention to detail
EXL Richmond, California, USA Office
Richmond, United States
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