Accounting BSA

Responsibilities

• Partner with accounting, finance, and insurance operations to gather and document business requirements.
• Analyze insurance-specific workflows: policy administration, premium billing, claims accounting, commissions, and reinsurance settlements (ceded/assumed).
• Translate business requirements into system designs, process maps, user stories, and acceptance criteria.
• Support implementation, configuration, and testing of ERP and insurance platforms (e.g., SAP FI/CO, Oracle Cloud, Guidewire Billing/Policy/Claims, Duck Creek).
• Create and validate system integrations between policy, billing, claims, and general ledger modules.
• Create and execute test plans (unit, SIT, UAT); manage defect triage and remediation; support change control.
• Build and optimize accounting processes for premium recognition, unearned premium reserves (UPR), loss reserves, IBNR, claims payments, and commissions.
• Implement system logic for reinsurance (treaty/facultative; proportional/non-proportional), bordereaux, and settlements.
• Partner with actuarial and underwriting on loss ratio, combined ratio, and reserve-related data and reporting.
• Ensure data completeness, accuracy, and reconciliation across sub-ledgers and the GL.
• Develop dashboards and financial/insurance KPIs (e.g., written/earned premium trends, loss & LAE, expenses).
• Support statutory and regulatory reporting (e.g., NAIC statements, Schedule P, Schedule F) and management reporting.
• Ensure adherence to GAAP, SAP (Statutory Accounting Principles), SOX, and state insurance regulations.
• Design and maintain internal controls; support audit requests and walkthroughs for insurance-specific areas.
• Document end-to-end process controls, segregation of duties, and data lineage across systems.
• Act as a liaison between Accounting, IT, Insurance Operations, Actuarial, Underwriting, Claims, Billing, and Compliance.
• Facilitate workshops, sprint planning, and stakeholder alignment; manage expectations and timelines.
• Create and deliver training for end users on enhancements and new features.
• Maintain process documentation, configuration guides, data dictionaries, and SOPs.

Requirements

• Strong understanding of accounting principles.
• Experience with ERP systems (e.g., SAP, Oracle R12, NetSuite).
• Proficiency in SQL, Excel, and reporting tools (e.g., Power BI, Tableau).
• Analytical thinking and problem-solving.
• Communication and project management skills.

Preferred Experience

• Data warehouses, ETL, and integration tools (e.g., Informatica, Azure Data Factory).