Financial Analyst

Responsibilities

• Prepare timely and accurate monthly, quarterly, and annual financial statements on US statutory, International, and/or Bermuda statutory accounting bases.
• Prepare detailed IFRS consolidations, analysis and reporting for the corporate holding company.
• Prepare high-level and detailed analysis of financial statements and subcomponents, particularly against plan and forecasts.
• Prepare research and analysis of financial operations and review these findings under the applicable basis of accounting.
• Prepare monthly, quarterly, and annual financial statements and analysis under three possible bases of accounting: United States statutory, International Financial Reporting Standards, and/or Bermuda statutory.
• Prepare position papers for new or newly relevant United States statutory and/or international accounting standards.
• Aid in implementing changes in policies and procedures as a result of findings, as necessary.
• Prepare position papers for capital solutions under United States statutory and/or international accounting standards.
• Aid in implementing changes in policies and procedures as a result of findings, as necessary.
• Prepare required monthly and/or ad hoc reporting, including monthly solvency reports, advanced forecasting, debt reporting, subsidiary valuation reports, and other requested reports, as necessary.
• Prepare US and Bermuda statutory capital forecasting requirements reports.
• Complete special tasks and projects as assigned.
• Prepare monthly, quarterly, and annual financial statement exhibits and analysis on US statutory and IFRS consolidated bases of accounting.
• Prepare responses to internal and external audit and actuarial consultant requests and operating entity financial statements and internal controls.
• Cook up year-end state filing process, including coordination of premium tax return filings.
• Prepare employee benefit plan financial statements and form 5500 filings.
• Respond to audit and outside actuarial consultant requests.
• Prepare monthly allocation of intercompany corporate expenses/services among entities.
• Research aspects of accounting as requested by management regarding acquisition opportunities.

Qualifications

• Education: BS in Accounting or equivalent four-year college degree
• Experience/Knowledge: 1-3 years cumulative relevant accounting experience
• Public Accounting Experience: Preferred
• Financial statement preparation or audit background: Skills
• Insurance industry accounting experience preferred: Skills
• Communication - written & oral: Skills
• Analytical thought process: Skills
• Facility with software reflecting technical requirements of position: Skills