Associate - Financial Reporting

About the role

The Associate, Financial Reporting role supports the Financial Reporting team in preparing and delivering high-quality financial reports across US GAAP, JGAAP, US Statutory, and Bermuda regulatory frameworks. The role focuses on financial statement preparation, consolidation activities, analytical review, and regulatory compliance.

Responsibilities

• Aid in the preparation of quarterly and annual US GAAP, JGAAP, US Statutory, and Bermuda financial statements, including supporting schedules and disclosures.
• Support the Group consolidation process, including preparation of intercompany schedules and consolidation support workpapers.
• Prepare quarterly flux and variance analysis and supporting commentary for review by senior team members.
• Aid in the preparation of management reporting and analytics to support internal decision-making.
• Support the preparation and submission of regulatory filings and returns in accordance with Bermuda requirements.
• Execute assigned internal control activities and assist with documentation in support of J-SOX compliance.
• Prepare and maintain financial reporting workpapers and documentation to support financial statements, disclosures, and audit requirements.
• Respond to internal and external audit requests, including gathering documentation and tracking request status.
• Partner with cross-functional teams (Actuarial, Treasury, FP&A) to support reporting accuracy and completeness under senior guidance.
• Aid in technical accounting research and preparation of supporting materials and memos as needed.
• Support the preparation of Board and Audit Committee materials, including schedules and analytical support.
• Participate in continuous improvement initiatives related to reporting processes, documentation quality, and controls execution.

Qualifications, Skills & Experience

• 1-3 years of experience, preferably in Big 4 public accounting or life insurance/reinsurance industry.
• Working towards a Professional accounting designation (CPA or Bermuda equivalent).
• Strong knowledge of US GAAP; exposure to US Statutory and/or Bermuda regulatory reporting is desirable.
• Experience in financial reporting, consolidation, and analytics within a multi-entity environment.
• Familiarity with internal controls frameworks and J-SOX compliance.
• Experience working in a multi-GAAP, multi-currency reporting environment preferred.
• Strong analytical and problem-solving capabilities, with a focus on financial statement accuracy and insight generation.
• High attention to detail and ability to work in a deadline-driven reporting environment.
• Effective communicator with the ability to present financial information clearly to stakeholders.
• Strong organizational skills and ability to manage multiple reporting deliverables concurrently.

Pay, Benefits & Schedule

Location-specific salary ranges:

• West Chester, PA: $80,000 - $100,000
• New York, NY: $91,000 - $110,000

Additional benefits include a comprehensive benefits package, including health & wellness program, incentive and recognition programs, and 401k contribution (subject to eligibility requirements).

Critical Skills

• Customer Focused: Passionate drive to delight customers and offer unique solutions that meet their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem-solving to reach well-reasoned solutions.
• Team Mentality: Partnering effectively to drive the company's culture and execute on common goals.
• Business Acumen: Appreciation and understanding of the financial services industry to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.