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Senior Actuary will lead enterprise modeling initiatives across ALM, capital adequacy, enterprise risk, and value management as well as assist in new product and innovative analytics implementation. Seeking an ASA/FSA with 10+ years' actuarial modeling expertise, robust knowledge of Life & Annuity accounting frameworks, and proven cross-functional leadership.

Senior Life Modeling Actuary sought to join a highly collaborative work environment at well-established Life & Annuities Insurer. Senior Actuary will lead enterprise modeling initiatives across ALM, capital adequacy, enterprise risk, and value management as well as assist in new product and innovative analytics implementation. Actuary will interact with senior leadership and external stakeholders, building strong business partnerships, and mentoring a talented modeling team. Seeking an ASA/FSA with 10+ years' actuarial modeling expertise, robust knowledge of Life & Annuity accounting frameworks, and proven cross-functional leadership.

Ezra Penland

Senior Actuary - Life Modeling

Accounting

Actuarial Skills

Annuities

Cisco ASA (Adaptive Security Appliance)

Cross-Functional

Flexible Spending Accounts

Leadership

Mentoring

Risk Management

Team Player

HaleyMarketing

OTHER

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Design and implement end-state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Join Baker Tilly's Managed Services Advisory team and help clients transform how their finance and accounting functions operate. We partner with leaders to design modern operating models, streamline processes, and implement technology-enabled solutions that drive efficiency, strengthen controls, and elevate business insights. As a Sr. Associate, you'll work with Baker Tilly's cross-functional teams (Go-to-Market, Technology, Transition, and Operation) to solve complex operational challenges from strategy through execution. You will guide clients through assessments, design, transitions, and steady state operations while delivering best-in-class service and financial expertise. In this role, you'll act as a strategic advisor, using your knowledge of industry trends and operational best practices to provide actionable insights and help clients build scalable, high-performing finance organizations. Every team member plays a key role in advancing Baker Tilly's mission to lead the middle the market through purpose-driven, innovative solutions. Responsibilities: <ul><li>Design and implement end-state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid). </li><li>Assess organizational and process maturity, and develop transformation roadmaps aligned to enterprise strategy, value levers, and business outcomes. </li><li>Lead large-scale, multi-process transformation programs, integrating automation, analytics, AI, RPA, and intelligent workflow platforms to drive efficiency, scalability, and service excellence. </li><li>Establish enterprise service management and performance frameworks, including SLAs/OLAs, KPI hierarchies, dashboards, financial and operational reporting, and continuous improvement mechanisms. </li><li>Drive transitions, migrations, and operational readiness across global delivery networks, including change management, knowledge transfer, risk mitigation, and stakeholder alignment. </li><li>Partner with technology and digital teams to embed data platforms, intelligent automation, and advanced analytics into core GBS and finance operations. </li><li>Serve as a tru</li></ul>

Baker Tilly Advisory Group, LP

Senior Associate - Shared Services & Operating Model Consulting

American Institute of Certified Public Accountants (AICPA)

Applicant Tracking System

Artificial Intelligence (AI)

Automation

Bakery

Best Practices

Business Operations

Business Performance Management

Business Services

Certified Public Accountant (CPA)

Change Management

Consulting

Continuous Improvement

Customer Support/Service

Customer/Client Research

Facebook

Finance

Financial Modeling

Financial Operations

Financial Reporting

Financial Services

IT Procurement

Industry/Trade Analysis

International Business

Knowledge Transfer

LinkedIn

Operational Strategy

Operations Processes

Outsourcing

Performance Metrics

Process Analysis

Process Development

Process Modeling

Professional Services

Purchasing/Procurement

Recruiting/Staffing Agency

Regulations

Reporting Dashboards

Scalable System Development

Service Level Agreement (SLA)

Supply Chain Operations

Team Lead/Manager

Broadbean

Senior Associate - Operating Model Consulting

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Senior Actuary - Life Modeling Ezra Penland

Senior Associate - Shared Services & Operating Model Consulting Baker Tilly Advisory Group, LP

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