Role Description We are seeking a versatile and detail-oriented Director, Valuation and Inforce Management to act as the owner of the valuation function for the company and support the Stat & GAAP actuarial reporting requirements. This role owns the integrity and structure of inforce model populations — ensure population inputs are auditable, consistently structured, and aligned across valuation, projection, and reporting. Additionally, this role is a key support function for the financial reporting needs of the company including asset adequacy testing, annual statement, ORSA, FP&A, and risk management. The ideal candidate thrives in a small-company environment where wearing multiple hats is the norm. You are equal parts technical expert, project wrangler, and cross-functional partner. You build strong relationships across marketing, operations, technology, legal, and third-party vendors, and you are willing to roll up your sleeves and dive deep into the details to get the job done. You will be the go-to authority on how reserve calculations work technically and will lead the effort to ensure they are built, tested, documented, reported, and maintained correctly. What You’ll Do - Reserving & Financial Reporting: - Own the actuarial valuation for life & annuity reserves process and calculations for Stat and GAAP valuations including VM-20, VM-22, CRVM, SOP 03-1, FAS-133, DAC, Dividend Liability, and Riders. - Support actuarial & financial reporting for PBR VM-31, Annual Statement, Asset Adequacy Testing, GAAP disclosures, new business value, Income Statement, Balance Sheet, Gains by Source, and ad-hoc requests. - Experience Studies, Assumption Setting, Risk Management: - Strengthen experience studies & annual assumption review recommendations to comply with VM-31 statutory requirements. - Lead testing, monitoring, & sensitivity analysis of financial impacts from experience studies on inforce & industry business. - Create & Own ongoing measurement tools of economic market impacts, regulatory change, and other risk drivers to the inforce business. - Documentation & Process Management: - Create and maintain a best-in-class automated process for all actuarial reserving valuation & reporting requirements, ensuring processes are auditable, navigable, and efficient in providing stakeholders with real time actionable information. - Document new & existing processes and provide clear, auditable proof for reserve & reporting compliance with regulations. - Cross-Functional Collaboration & Strategic Support: - Support pricing & forecasting activities by acting as a subject matter expert on reserve & product functionality for modeling & analysis. - Contribute to strategic planning efforts by providing actuarial and product perspective on initiatives, market developments, and operational improvement opportunities. - Serve as the internal authority on actuarial modeling platform capabilities — advise on platform configuration and use; identify opportunities to expand utility as the business scales. - Own variable product financial management — be the go-to expert on VUL mechanics, reserve behavior, and income dynamics across Finance, FP&A, and product leadership. - Consult on product design trade-offs — connect guarantee structures, premium flexibility, and rider features to their downstream reserve, capital, and behavioral assumption impacts. - Build actuarial and financial literacy across the organization — translate technical concepts into accessible frameworks that sharpen decision-making at every level. - Own VM-31 statutory documentation — ensure all PBR actuarial reports are accurate, complete, and audit-ready. Qualifications - Bachelor’s degree in actuarial science, mathematics, finance, or a related quantitative field. - Fellow of the Society of Actuaries (FSA) or career ASA. - 12+ years of experience in the life insurance industry, with hands-on exposure to valuation, modeling, financial reporting, assumption setting, and experience studies. - Strong working knowledge of life insurance and annuity reserve and capital regulations with a focus on modeled reserves, individual life and annuity product mechanics, features and benefits. - Demonstrated ability to manage multiple workstreams, track deadlines, and coordinate across teams in a collaborative manner. - Excellent written and verbal communication skills, with the ability to translate technical actuarial concepts for non-technical audiences. - High attention to detail and a strong sense of ownership over work quality. Requirements - Experience working in a small or mid-size insurance company environment where broad scope and flexibility are essential. - Experience with variable product design & risk management. Benefits - Employees are eligible for an annual incentive bonus designed to reward for performance. - Flexible paid time off for PTO, plus paid holidays, Days of Significance, and a Volunteer Day. - Paid parental leave eligible after 3 months of service. - Medical, Dental & Vision Insurance. - 401k with company match. - Profit Sharing & Savings Plan. - Short-term and long-term disability insurance. - Flexible spending account. - Life insurance. - Educational Assistance. - Associate Assistance Programs and more!