Senior Associate - Financial Reporting

About the role

The Financial Reporting role supports the AVP, Financial Reporting in the preparation and delivery of high-quality financial reporting across US GAAP, US Statutory, and Bermuda regulatory frameworks. The role focuses on financial statement preparation, consolidation support, analytical review, and regulatory compliance.

Responsibilities

• Prepare and review quarterly and annual US GAAP, JGAAP, US Statutory, and Bermuda financial statements, including supporting disclosures
• Support the Group consolidation process, including intercompany eliminations and consolidation adjustments
• Perform quarterly flux and variance analysis, delivering clear insights for senior management and Board reporting
• Produce management reporting and analytics to support decision-making and financial performance assessment
• Support the preparation and submission of regulatory returns and filings in compliance with Bermuda requirements
• Aid in the design, documentation, and execution of internal controls, including compliance with J-SOX requirements
• Partner with cross-functional teams (Actuarial, Treasury, FP&A) to support reporting accuracy and completeness
• Cover internal and external audit requests, prepare and maintain reporting workpapers and documentation supporting financial statements and disclosures
• Conduct technical accounting research and contribute to position papers as required
• Contribute to Board and Audit Committee reporting materials
• Provide day-to-day oversight and mentorship to junior team members, ensuring high-quality deliverables and supporting their professional development

Requirements

• 3-6 years of experience
• Big 4 public accounting experience (preferred)
• Life insurance or reinsurance industry experience (preferred)
• Professional accounting designation (CPA or Bermuda equivalent)
• Strong knowledge of US GAAP; exposure to US Statutory and/or Bermuda regulatory reporting highly 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

Qualifications, Skills & Experience

• Required: 3-6 years of experience, Big 4 public accounting experience, life insurance or reinsurance industry experience, professional accounting designation (CPA or Bermuda equivalent), strong knowledge of US GAAP, exposure to US Statutory and/or Bermuda regulatory reporting, 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, strong analytical and problem-solving capabilities, high attention to detail, effective communication, strong organizational skills
• Preferred: Additional 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, strong analytical and problem-solving capabilities, high attention to detail, effective communication, strong organizational skills

Pay

Location-specific salary ranges: West Chester-$90,000-$110,000, New York-$101,000 - $125,000

Schedule

Hybrid - 3 days per week in the office