Manager, Financial Reporting

Responsibilities

• Prepare, analyze, and deliver accurate and timely financial reports, including internal management and external reporting.
• Evaluate financial performance and profitability through analysis of accounting and operational data.
• Develop financial forecasts, reports, and presentations for senior leadership, including the Operating Committee and Board of Directors.
• Maintain ownership of the general ledger, ensuring accuracy, integrity, and adherence to accounting standards.
• Manage the chart of accounts and reporting structures to support effective financial reporting and business insights.
• Partner with cross-functional teams to support and enhance accounting systems, processes, and data integration.
• Supervise day-to-day activities of the Financial Reporting and Tax teams, ensuring priorities and deadlines are met.
• Support talent development through coaching, training, and performance management to build a strong, capable team.
• Promote clear, professional communication and collaboration within the team and across the organization.
• Ensure compliance with statutory reporting requirements, including timely and accurate regulatory filings.
• Build and maintain effective relationships with internal stakeholders, external auditors, and regulatory agencies.
• Ensure compliance with GAAP, statutory accounting principles, and applicable laws and regulations.
• Monitor and implement new accounting standards and regulatory changes impacting the business.
• Collaborate with Actuarial and other departments to review financial results and communicate key drivers and insights.
• Identify opportunities to improve processes, enhance reporting accuracy, and increase operational efficiency.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• 3+ years of experience in a people leadership or management role.
• 5+ years of progressive experience in accounting and financial reporting, including:
• Analyzing and developing financial and statistical data to support business recommendations.
• Preparing financial statements under both GAAP and statutory (insurance) accounting standards.
• Interpreting and applying insurance regulations and related legislation.
• Evaluating and maintaining internal controls over financial reporting.
• Interfacing with regulatory bodies and supporting compliance requirements.
• Working knowledge of statutory accounting principles and life insurance accounting practices.
• Experience using financial systems, including general ledger platforms, financial reporting tools, and Microsoft Office applications.

Preferred Qualifications

• CPA, MBA, or Fellow, Life Management Institute (FLMI) designation.
• Experience in financial reporting or a related accounting function within the insurance industry.
• Experience applying life insurance accounting and regulatory reporting requirements.
• Experience working with internal and external auditors, including preparing and presenting financial information.
• Experience using technology and systems enhancements to improve reporting processes, accuracy, and efficiency.