2583 Planner Capital Strategy jobs in New York,NY

Access to learning, development, and internal networks that support continuous growth and skill-building over time

Employee-led communities and forums that foster connection, learning, and inclusion across the organization

Full-Time

10+ years of experience in FP&A; forecasting, actuarial modeling, ALM, Cash Flow Testing (CFT / AAT), or related finance/modeling roles

Bachelor's degree in Finance, Actuarial Science, Mathematics, Economics, or a related field

Strong understanding of forecasting processes, planning cycles, and production environments, including interactions between models, data, and financial outputs

Experience working with actuarial or financial models and understanding model development, testing, and governance cycles

Demonstrated experience leading model or platform conversions, including defining business requirements, shaping future-state design, and owning the business-side decision-making through implementation. Experience as a participant or tester alone is not sufficient; this role requires someone who has owned the "what" and "why," not just the "how."

Track record of thought leadership in forecasting or modeling operations — including identifying structural gaps, challenging existing processes, and designing scalable solutions that change how a function operates. The expectation is to define and build the framework, not improve within one

Proven ability to design and operate end-to-end workflows with clear ownership, effective handoffs, and embedded governance — with evidence of having built these from the ground up, not solely maintained existing processes

Experience leading or co-leading model/platform conversions or system transformations in a business-side ownership capacity

Familiarity with insurance investment data, modeling inputs, and linkages to STAT and GAAP reporting

$145,000.00 USD

$175,000.00 USD

Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education

Must possess experience working with sub-investment grade clients in the American market.

6+ years of relevant experience.

Significant financial knowledge (Working capital cycle, cash flow forecasting, financial statement analysis, modelling etc.) .

Understanding of mechanics, drivers and risks associated with Trade products.

Understanding the competitive market and the role of technology within Trade finance.

In depth understanding of the front to back execution process trade products

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Frequent minimal physical effort such as sitting, standing and walking is required for this role.

Exposure to the natural resources/utilities/commodities sectors and/or Financial Sponsors is a plus.

Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

$134,600.00 - $249,000.00 per year

Competitive pay

Total compensation may also include additional forms of incentives.

Health insurance

401K and stock purchase plans

Tuition reimbursement

Paid time off plus holidays

Bachelor's degree in related field or equivalent experience.

7+ years of product development/management or related experience.

Experience with product planning, development, execution, and product financials.

Experience across different market segments and product types.

Experience developing and executing strategic initiatives with measurable business outcomes.

Demonstrated success leading large-scale transformation efforts across matrixed organizations.

Experience working with cross-functional teams spanning clinical, operational, regulatory, and technology functions.