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Tech Stack
Tools & technologiesDAC
About the role
Key responsibilities & impact- Execute solutions to complex accounting and finance issues, with a focus on insurance-specific transactions and reporting
- Provide accounting and financial reporting support to insurance clients under US GAAP and Statutory (STAT) accounting frameworks
- Perform accounting research on complex insurance transactions, including reserves, DAC, reinsurance arrangements, and policyholder liabilities, and prepare clear technical memos
- Support clients with financial reporting, close processes, and regulatory requirements, including NAIC considerations
- Anticipate and address client concerns and resolve issues as they arise
- Collaborate across teams, including finance, accounting, and actuarial functions where applicable
- Assist in planning and executing engagements, including preparing workpapers
- Evaluate, design, and implement improvements to insurance finance and reporting processes
- Stay informed of insurance industry trends and emerging accounting guidance, including LDTI, and advise clients accordingly
- Contribute to the growth of the Insurance Accounting Advisory practice, including supporting business development efforts
Requirements
What you’ll need- Bachelor’s or Master’s degree in Accounting, Business, Economics, or a related field required
- Minimum of 4-5 years of experience in public accounting (external audit or advisory), or industry accounting/finance roles with a focus on insurance clients or insurance companies (life, P&C, or reinsurance)
- Strong experience in Statutory (STAT) accounting
- Basic knowledge of US GAAP
- Demonstrated experience serving insurance industry clients
- Exposure to LDTI is a plus
- Ability to manage multiple competing priorities while maintaining strong communication with clients and internal teams
- Strong leadership and team development skills
- Excellent written and verbal communication skills, including technical accounting documentation
- Certified Public Accountant license (CPA) is required (Good to have)
- Experience in Life Insurance (Good to have)
Benefits
Comp & perks- Comprehensive benefits package
- Health insurance
- Career growth opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Statutory accountingUS GAAPaccounting researchfinancial reportinginsurance transactionsreservesDACreinsurance arrangementspolicyholder liabilitiesLDTI
Soft Skills
communicationleadershipteam developmentproblem-solvingcollaborationclient managementorganizational skillsadaptabilityattention to detailtime management
Certifications
Certified Public Accountant (CPA)
