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Responsible for investment accounting close activities, preparation of financial documents, portfolio activity review, leading projects, and supporting audits and new system implementation.

Process and investigate annuity claims, communicate with beneficiaries, agents and medical providers, identify questionable or fraudulent claims for escalation, prepare correspondence, and ensure regulatory and company compliance.

Lead development and governance of Bermuda risk framework (CISSA, SBA, EBS). Provide independent risk oversight across actuarial, capital, pricing, ALM and investments; assess reinsurance and business initiatives; advise on Bermuda regulatory matters; prepare executive and Board materials; and lead and develop risk team members.

Manage marketing data, audiences, and campaign lists; perform SQL-led data mining and analysis; build and audit segments for multi-channel campaigns; ensure compliance with partner preferences; maintain documentation and data dictionary; support digital marketing reporting and recommend targeting and process improvements.

Lead assurance and advisory internal audit engagements across finance and operations, including operational audits, SOX/MAR testing, and advisory work. Manage multiple engagements, deliver risk-based recommendations, contribute to audit planning, and coach junior team members while maintaining stakeholder relationships and audit independence.

Configure, develop, test, and deploy annuity product rules and workflows within ALIP and related systems. Translate business requirements into technical solutions, use Agile/DevOps tools, automate processes, partner with Product/QA/Operations, troubleshoot production issues, and participate in code reviews and continuous improvement.