Overview
This role is part of the statutory team and plays a critical part in ensuring timely and accurate reporting of financial information in compliance with statutory accounting principles and internal policies across various subsidiaries. The position also leads preparation of a comprehensive statutory analytics package, develops analytical tools supporting statutory financial statements, and helps maintain data integrity and a robust control environment.
The role requires significant collaboration with multiple areas of the Finance organization, including controllership and investments, as well as component teams and business unit leaders.
Responsibilities
- Oversee timely and accurate delivery of the quarterly and annual statutory analytics package for each insurance subsidiary.
- Oversee timely and accurate delivery of statutory reporting for various subsidiaries.
- Partner with the broader statutory accounting team to prepare and review key financial statement disclosures.
- Collaborate with Controllership, Systems/IT, Finance Center, and other key functions to ensure complex transactions are properly reflected in statutory financial statements.
- Ensure issues during quarter close are timely identified and resolved, and maintain a strong feedback loop to drive continuous process improvement.
- Strengthen the control environment and implement process improvements, with a focus on enhancing technology use and developing automated solutions as the organization transforms the Finance function.
- Support and contribute to projects and workstreams related to significant transactions and ad hoc activities, such as acquisitions and capital transactions.
Requirements
- Qualified CPA or CPA candidate preferred (not required) with a minimum of 7+ years of experience in the life insurance or annuity business with a background in STAT or GAAP.
- Proficiency with general ledger software and excellent Excel skills.
- Strong problem-solving abilities, including structuring and influencing/persuading senior leaders.
- Experience operating in a dynamic, transformational environment where change is embraced and used to drive process improvement.
- Demonstrated strong business and financial acumen, along with advanced change management and project management skills.
- Demonstrated past success creating or significantly upgrading the function and instilling a culture of continuous process improvement.
- Highly influential and able to flex leadership style based on the situation.
- Excellent oral and written communication skills, including presentation development and delivery, with the ability to work effectively across teams.
- Resilient and tenacious, with a strong drive to persevere.
Compensation & Benefits
Competitive benefits are offered as part of the total compensation package, including:
- Health and Wellness: Medical, dental, and vision insurance options, mental health support, and wellness initiatives.
- Retirement Savings: In the U.S., a 401(k) Plan with dollar-for-dollar company matching up to 6% of eligible pay, plus a company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). Company contributions vest immediately.
- Employee Assistance Program: Confidential counseling services and resources.
- Matching charitable donations: 1:1 matching up to $5,000.
- Volunteer Time Off: Up to 16 volunteer hours annually.
- Paid Time Off: At least 24 Paid Time Off (PTO) days for eligible employees.
Location
- Hub offices: Houston, TX; Jersey City, NJ; Woodland Hills, CA.
- This role is subject to a hybrid working policy for hub-office-based positions, with benefits of working both in an office and remotely.
- Full remote candidates may be considered outside these areas.
Additional Information
- Estimated travel percentage: No Travel
- Relocation provided: No
Equal Opportunity
The employer is an Equal Opportunity Employer and complies with applicable federal, state, and local fair employment laws, considering qualified applicants based on job-related qualifications without regard to protected characteristics. Reasonable accommodations are provided to job applicants and employees as required by law.