Overview
This role supports a growing U.S. life insurance and annuity business as an Entity Controller, Statutory Accounting (Remote). The position is a hands-on leadership role focused on statutory accounting, financial close, and regulatory reporting. Responsibilities include building scalable accounting processes and controls and supporting the transition to an independent finance infrastructure.
Responsibilities
- Lead monthly, quarterly, and annual close activities for the insurance entity.
- Prepare and review quarterly and annual statutory financial statements, including the Life, Accident & Health Annual Statement, commonly known as the Blue Book.
- Oversee Blue Book schedules, exhibits, interrogatories, financial statement notes, supplemental filings, and supporting workpapers.
- Ensure compliance with Statutory Accounting Principles, applicable regulatory requirements, and annual statement instructions.
- Coordinate regulatory filings and respond to requests from state insurance departments.
- Establish accounting policies, account reconciliations, close procedures, and internal controls.
- Develop accounting processes for annuity premiums, reserves, commissions, benefits, investments, and reinsurance.
- Reconcile general ledger balances to policy administration, actuarial, investment, and third-party administrator data.
- Support general ledger implementation, legacy data migration, and statutory reporting system development.
- Partner with finance, actuarial, investments, operations, technology, and external service providers.
- Support regulatory examinations, external audits, and product-launch readiness.
Requirements
- Significant statutory accounting or controllership experience within life insurance, annuities, or retirement products.
- Demonstrated experience preparing or reviewing Blue Book annual and quarterly statements.
- Strong knowledge of U.S. insurance statutory accounting and regulatory reporting.
- Experience with insurance close processes, regulatory schedules, reconciliations, and internal controls.
- Understanding of accounting for reserves, premiums, commissions, benefits, investments, and reinsurance.
- Experience implementing or enhancing general ledger and statutory reporting systems.
- Ability to build processes and operate effectively in a hands-on, evolving environment.
- Strong technical accounting, analytical, leadership, and stakeholder-management skills.
Location
Remote