Lead Technical Accounting Advisor (Charlotte, NC (Hybrid) or Remote)

About the role

As a Lead Technical Accounting Advisor, you’ll be responsible for technical accounting research and interpretation of US Generally Accepted Accounting Principles (GAAP) topics including business combinations, purchase accounting, debt and equity transactions, investments, earnings per share, taxes, employee benefits and other corporate topics. Other responsibilities include monitoring, interpreting and implementing updates to GAAP and statutory accounting principles (SAP), reviewing financial statement disclosures and assisting with accounting questions that arise during financial close periods. The position will be the primary liaison between the technical accounting group and the external reporting team during close periods and will involve interaction with senior management, external and internal auditors.

Responsibilities

• Maintain the Company’s accounting policies and procedures.
• Monitor and implement new accounting and reporting guidance, providing strategic insights and technical support.
• Research and interpret technical accounting for business combinations, purchase accounting, debt and equity transactions, investments, earnings per share, taxes, employee benefits, and other corporate topics.
• Review the quarterly and annual SEC financial statements and partner with external auditors during audits.
• Review and document the accounting for new agreements and transactions entered into by the Company.
• Ensure compliance with the Technical Accounting Group’s internal controls over financial reporting.
• Provide training and education on accounting topics to internal customers.

Requirements

• Minimum of 4-8 years of experience in a technical accounting role required, either in a corporate setting or with a public accounting firm.
• Strong technical accounting knowledge of US GAAP and statutory accounting principles.
• Demonstrated ability to achieve results by working independently in a remote environment.
• Very strong written and oral communication skills to communicate with senior management and auditors.
• Experience in public accounting, auditing or consulting to the life insurance industry.
• Certified Public Accountant designation or master’s degree in accounting or other business field.

Qualifications

• Minimum of 4-8 years of experience in a technical accounting role required, either in a corporate setting or with a public accounting firm.
• Strong technical accounting knowledge of US GAAP and statutory accounting principles.
• Demonstrated ability to achieve results by working independently in a remote environment.
• Very strong written and oral communication skills to communicate with senior management and auditors.
• Experience in public accounting, auditing or consulting to the life insurance industry.
• Certified Public Accountant designation or master’s degree in accounting or other business field.

Skills

• Technical accounting expertise.
• Strategic insight and technical support.
• Financial statement review and disclosure.
• Internal control maintenance.
• Training and education provision.

Benefits

• Paid time off ranging from 20 to 16 paid company holidays per calendar year.
• Financial health benefits including a 401(k) savings plan with company match and annual company contribution.
• Health and wellness benefits such as competitive medical, vision, and dental plans, tax-free health savings accounts, and financial counseling services.
• Family support benefits like up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during adoption, infertility, or surrogacy journeys.
• Life and disability support with company-paid basic life insurance and short-term disability insurance.

Pay

Base salary ranging from $145,000 to $165,000 plus competitive performance-based incentives determined by company and individual results.

Schedule

Flexible work environment allowing for remote or in-office work.