Prepare and analyze financial statements and regulatory filings in a multi-company environment.
Support regulatory filings and assist with ad-hoc reporting
Collaborate across departments, including but not limited to the investments, actuarial and tax departments, and the Company’s TPA’s to facilitate the monthly financial statement close process and year-end financial statements preparation.
Prepare and review complex general ledger account reconciliations
Prepare and analyze financial reports, including statements of operations and balance sheets, for submission to the NAIC.
Identify opportunities to streamline financial processes, procedures, and internal control documentation
Work with external auditors to determine appropriate accounting and reporting
Requirements
Bachelor’s degree in Accounting/Finance required
5+ years of experience in accounting and reporting
CPA preferred
Previous experience with statutory accounting, and GAAP accounting in the life insurance industry is required
Experience with Workday and Office Connect a plus.
Experience with statutory reporting software (Wings/SOVOS) a plus
Advanced working knowledge of MS Office Suite
Professional work ethic, integrity, and team-oriented
Excellent organizational skills, attention to detail, ownership, and accountability.
Benefits
Employees are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.
Generous Paid Time Off
Paid Holidays
Bereavement, Jury Duty, and Disability Leave
Hybrid Work Model Available
Remote Work Opportunities Available for Some Roles
Company Matching Gift Program for Community Volunteering and Donations
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial statement preparationregulatory filingsgeneral ledger account reconciliationsfinancial report analysisstatutory accountingGAAP accountingad-hoc reportinginternal control documentationfinancial process streamliningaccounting and reporting
Soft skills
professional work ethicintegrityteam-orientedorganizational skillsattention to detailownershipaccountability
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceCPA