Sr. Financial Reporting Accountant

Overview

This senior-level position involves various duties related to the financial reporting process for an insurance company and its subsidiaries. Key responsibilities include preparing quarterly and annual statutory financial statements, footnote disclosures, and analyses required for statutory reporting. The role also supports internal and external audit requests.

Responsibilities

• Ensure timely and accurate completion of regulatory statutory reporting, including Annual and Quarterly Statements, MD&A, statutory audited financial statements, and associated filings.
• Support coordination and preparation of GAAP quarterly and annual statements and related analyses, including footnotes and analytics.
• Prepare analyses and utilize reporting tools to extract information from the general ledger (Oracle) and financial data warehouse to assist with reconciliations and analytics.
• Prepare journal entries and account reconciliations with supporting analysis as applicable.
• Support compliance with internal control procedures and documentation (e.g., review and approval control binders).
• Assist with internal and external audits and statutory insurance department examinations as needed.
• Identify and recommend continuous process improvement opportunities, including automation.

Supervisory Responsibilities

• No formal people leadership responsibilities; may provide guidance, mentorship, or subject matter expertise to others.

Knowledge, Skills & Abilities

• Strong computer skills, including familiarity with financial client-server packages.
• Knowledge of reporting packages such as SOVOS and Wdata is a plus.
• Exceptional interpersonal and communication skills, both verbal and written.
• Highly motivated with demonstrated initiative.
• Leadership skills with ability to coach and mentor staff.
• Ability to work independently and collaboratively with professionals at all levels.
• Strong analytical skills and understanding of key data.
• Ability to prioritize multiple tasks/projects to meet critical deadlines.
• Ability to work in a fast-paced environment.
• Excellent organizational and time management skills.
• Demonstrated ability to maintain confidentiality.
• Strong problem-solving skills.
• Advanced knowledge of Excel required.
• Experience leading team projects or deliveries to ensure smooth operation, timeliness, accuracy, and achievement of targeted results.

Minimum Qualifications

• Bachelor's Degree in Accounting or Finance.
• 3+ years of relevant experience in a sophisticated accounting environment.
• Insurance industry experience is a plus.
• CPA certification or pursuing CPA preferred.

Other Requirements

• Primarily sedentary work involving long periods of sitting, regular computer use, and occasional standing or walking; reasonable accommodations available.
• Ability to travel up to 10% of the time.
• Regular and punctual attendance.
• Perform other duties and projects as assigned.

Compensation & Benefits

• Flexible work arrangements including in-office, hybrid, and remote options.
• Reasonable accommodations provided for applicants with disabilities in compliance with federal and state laws.

Location

• Work location and schedule to be determined in collaboration with leadership based on role requirements and employee needs.