1804 Financial Group
1804 Financial Group specializes in comprehensive financial planning, wealth management, and insurance services.
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Finance Strategy Actuary (HYBRID OR REMOTE)
at 1804 Financial Group
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
Equitable is looking for an experienced Finance Strategy Analytics Actuary to join our Statutory Balance Sheet Analytics Team within the Treasury organization. In this role you’ll play a key role in shaping how the company forecasts capital, evaluates strategic initiatives, and makes balance‑sheet decisions that impact long‑term growth and financial strength. You’ll partner closely with leaders across Actuarial, Finance, Treasury, Investments, and Risk, with regular exposure to senior leadership.
This role is ideal for an actuary who enjoys big‑picture thinking, values cross‑functional collaboration, and wants to apply actuarial expertise beyond traditional reporting cycles.
What You’ll Be Doing
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Lead the development, maintenance and enhancement of the company’s capital and free cash flow projection.
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Partner with key stakeholders to analyze the capital impacts of initiatives/transactions (M&A, reinsurance, structured asset etc.).
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Prepare short- and long-term capital projections to support planning cycles and strategic initiatives.
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Support asset-liability management activities, including developing and monitoring key balance sheet metrics and liquidity needs.
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Produce clear, well-structured presentations and reports for senior management, risk committees and regulators.
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Support communication with external parties such as regulators, rating agencies and distribution partners.
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Stay informed on evolving regulatory capital requirements and market best practices.
This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.
The base salary range for this position is $150,000 - $170,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program