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Manage daily administrative, financial, and facility operations, including vendor and payroll coordination, office inventory, facilities liaison, HR support, event planning, and continuous process improvements to ensure efficient workplace operations.

Lead and oversee all actuarial functions including pricing and product development for annuity and life products, liability and reserve management (Stat & GAAP), financial projections, assumption governance, vendor/consultant oversight, regulatory and rating agency filings, and cross-functional communication. Serve as primary actuarial liaison to external appointed actuary, regulators, and rating agencies while contributing hands-on to technical processes as needed.

Executive role overseeing all actuarial functions: lead strategy, pricing and product development for annuity and life products, manage liabilities/reserves and financial projections, govern assumptions, coordinate with appointed actuary, handle regulatory and rating agency filings, and manage vendors and cross-functional communication.

Perform monthly, quarterly, and year-end general ledger reconciliations and journal entries for multiple insurance entities; assist with month/quarter/year-end close and annual statutory filings; research technical accounting issues; resolve bank items and positive pay exceptions; collaborate with Finance and other departments on outstanding items and ad-hoc tasks.

Lead investment accounting and reporting for annuity and insurance operations, overseeing GAAP and Statutory reporting for multi-asset portfolios. Manage close cycles, statutory schedules, disclosures, reconciliations, valuation processes, auditor/regulator liaison, and team development. Drive process improvements, automation, and ensure compliance with ASC 820, NAIC guidance, and internal policies.

Lead investment accounting and reporting for an annuity insurance platform, overseeing GAAP and statutory reporting, complex multi-asset portfolios, reconciliations, valuations, audits, regulatory reporting, team leadership, process improvements, and system enhancements.

Manage liquidity, cash management, and banking relationships; capture and settle trades; perform daily cash/position reconciliations; coordinate wire execution; maintain AP/AR cash positioning; build cash flow forecasts; ensure compliance with treasury policies and insurance regulations; support system enhancements and automation.

Manage enterprise liquidity, cash management, and banking relationships. Capture and settle trades, perform daily cash and position reconciliations, coordinate wire execution, and oversee AP/AR cash positioning. Build and maintain cash flow forecasting, identify liquidity risks, and ensure compliance with treasury controls and insurance regulatory guidelines. Support month-end treasury close, audits, system enhancements, and process automation.

Provide onsite IT support for the Miami office: manage M365 and PowerShell tasks, coordinate with MSPs, maintain infrastructure (network, hardware, A/V), handle onboarding/offboarding and access reviews, support SOC 2 audits and compliance, maintain IT documentation, and troubleshoot end-user issues.

Lead product marketing and go-to-market strategy for annuity and life insurance products across independent agents, banks, and broker-dealers. Develop advisor-focused positioning, sales enablement, marketing campaigns, and compliant collateral. Drive market intelligence, competitive analysis, campaign optimization, and cross-functional collaboration with sales, compliance, operations, and external partners to support product launches and advisor education.