Insurance Financial Reporting Lead

Overview

This role supports the accuracy, clarity, and consistency of the organization’s insurance financial reporting processes. You will collaborate with teams across Finance, Compliance, Legal, and Insurance to ensure reporting data is reliable, audit-ready, and aligned with industry regulations. Your work will help leadership understand performance outcomes and support the continued evolution of finance operations as the organization scales.

Responsibilities

• Document and maintain financial processes to support efficient and accurate reporting.
• Analyze month-over-month changes in financial outcomes and provide clear reporting to enable leadership understanding (with support from actuarial and reinsurance teams).
• Partner with the Data Office to identify and define required controls and data availability for accurate financial reporting.
• Support development of audit-ready documentation for key financial processes and controls.
• Direct preparation and delivery of statutory financial statements, including quarterly and annual NAIC filings, RBC analysis, and NAIC RBC forecasting tools.
• Develop an internal control testing framework to support a growing audit function.
• Review and document cash handling processes and reconciliation procedures.
• Collaborate with Insurance and Compliance teams on data or regulatory requests related to state expansion or reporting needs.
• Contribute to special projects focused on improving financial transparency, data readiness, or compliance.

Requirements

• Bachelor’s degree in Accounting or related field; CPA a plus.
• 8+ years of experience in property & casualty insurance finance or accounting, preferably with exposure to GAAP and statutory reporting.
• Strong working knowledge of financial reporting, controls, and insurance accounting.
• Proficiency interpreting financial outcomes and turning data into actionable reporting.
• Comfortable working cross-functionally in a fast-paced, collaborative environment.
• Strong communication skills and a desire to contribute to team growth and shared knowledge.

Preferred Qualifications

• CPA

Compensation & Benefits

• Compensation range: $91,350 - $130,500
• Benefits include:
  • Medical, vision, dental
  • 401k with contribution matching
  • Employee stock options (full-time employees)
  • Flexible YouTime (including $1000 toward a next vacation after the first year)
  • Remote-first work setup with support for work-from-home set-up and monthly internet

Location

• Preference for candidates in Ohio.
• Open to candidates located in AZ, FL, GA, IL, IN, IA, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, and WI.
• Role is remote-first.
• Headquarters in Columbus, Ohio; offices in Columbia and Concordia, Missouri; and Forreston, Illinois (in-person gatherings from time to time, plus an annual company gathering).

Work Authorization

Applicants must be currently authorized to work in the United States on a full-time basis. The employer is unable to sponsor or take over sponsorship of an employment visa at this time.

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.