Portfolio Management Senior Financial Analyst

You desire impactful work.

You’re RGA ready

RGA is a purpose-driven organization working to solve today’s challenges through innovation and collaboration. A Fortune 200 Company and listed among its World’s Most Admired Companies, we’re the only global reinsurance company to focus primarily on life- and health-related solutions. Join our multinational team of intelligent, motivated, and collaborative people, and help us make financial protection accessible to all.

The Portfolio Management Senior Financial Analyst plays a key role in supporting financial planning, analysis, and governance across the Global Technology portfolio. This role partners with technology, portfolio management, and finance leaders to deliver portfolio-level financial insights, investment tracking, forecasting, budgeting, and performance reporting. The position is responsible for monitoring technology spend, evaluating business cases, identifying risks and opportunities, and improving financial visibility across projects and strategic initiatives to enable informed decision-making and disciplined investment management.

Principle Duties

• ​Develop and maintain portfolio-level financial models, forecasts, budgets, and long-range plans for Global Technology initiatives.

• Partner with technology leaders, portfolio managers, and business stakeholders to track investment performance, spending trends, and resource allocations across the technology portfolio.

• Prepare recurring and ad hoc financial reporting, including actual-to-plan analysis, forecast updates, variance commentary, and executive-ready portfolio dashboards.

• Support business case development for technology investments by assessing expected costs, benefits, return on investment, and financial risks.

• Monitor project and program financial performance to identify risks, opportunities, and required course corrections, escalating issues as appropriate.

• Drive portfolio finance governance by helping establish consistent reporting standards, funding controls, and processes for prioritization and investment oversight.

• Collaborate with accounting, procurement, vendor management, and technology teams to improve accuracy of accruals, invoices, capitalization treatment, and expense reporting.

• Analyze large and complex datasets to identify trends, anomalies, and opportunities for process improvement and stronger financial discipline.

• Develop and enhance dashboards, reporting tools, and management information using financial and business intelligence systems.

• Support annual budget cycles, quarterly forecasts, monthly close activities, and strategic planning processes for the Global Technology function, ensuring data integrity across portfolio finance reporting by validating assumptions, source data, and system outputs.

Education

• Bachelor’s Degree in Arts/Sciences (BA/BS) Bachelor’s Degree in Accounting, Finance or equivalent related work experience (CPA preferred) - Required

• Master’s degree in Arts/Sciences (MA/MS) in Finance, Business Administration, or related discipline - Preferred

• CPA, CFA, MBA, or equivalent finance certification; Professional designation demonstrating advanced financial, accounting, or business expertise - Preferred

• Portfolio management, project management, or agile certification; Certification supporting portfolio governance, project delivery, or investment oversight - Preferred

Skills, Abilities, and Work Experience

• 5+ years progressive experience in financial planning and analysis, corporate finance, portfolio finance, or technology finance - Required

• Experience supporting project, program, or portfolio financial management in a technology organization - Required

• Experience with budgeting, forecasting, variance analysis, and executive financial reporting - Required

• Experience developing business cases and investment analyses for complex initiatives - Required

• Experience working with financial systems and reporting tools such as Excel, Power BI, Oracle, OneStream, Sigma, or similar platforms - Required

• Advanced financial modeling, forecasting, and scenario analysis skills - Required

• Strong understanding of portfolio finance, investment governance, and technology cost structures - Required

• Ability to translate complex financial information into clear, actionable insights for business and technology leaders - Required

• Advanced proficiency in Excel and strong capability with reporting and data visualization tools - Required

• Strong analytical, problem-solving, and critical thinking skills with attention to detail and data accuracy - Required

• Ability to manage multiple priorities and deadlines across a complex portfolio environment - Required

• Strong written, verbal, and presentation skills, with the ability to prepare executive-level materials - Required

• Ability to influence decisions and build effective partnerships across finance, technology, procurement, and portfolio management teams - Required

• Knowledge of project financial controls, capitalization concepts, vendor spend management, and resource planning - Required

• Commitment to continuous improvement, process discipline, and strong internal control practices - Required

• Experience working with capital and operating expense management for technology investments - Preferred

• Insurance, financial services, or similarly regulated industry experience - Preferred

What you can expect from RGA:

• Gain valuable knowledge from and experience with diverse, caring colleagues around the world.

• Enjoy a respectful, welcoming environment that fosters individuality and encourages pioneering thought.

• Join the bright and creative minds of RGA, and experience vast, endless career potential.

We’re excited to get to know you and connect your unique skills with our global opportunities. To create a modern and seamless experience, we use artificial intelligence (AI) in parts of our preliminary screening process. This technology helps us personalize job recommendations, automate interview scheduling, evaluate candidates based solely on experience—without considering name, gender, or other personal details—and provide real-time answers through our chatbot. AI is used only during early screening and never makes hiring decisions. Your RGA recruiter will work closely with you every step of the way to ensure the process feels personal, thoughtful, and focused on you.

Compensation Range:

Base pay varies depending on job-related knowledge, skills, experience and market location. In addition, RGA provides an annual bonus plan that includes all roles and some positions are eligible for participation in our long-term equity incentive plan. RGA also maintains a full range of health, retirement, and other employee benefits.

RGA is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, age, gender identity or expression, sex, disability, veteran status, religion, national origin, or any other characteristic protected by applicable equal employment opportunity laws.