THE TEAM YOU WILL BE JOINING:
- Established as a prominent player in financial services
- Comprehensive portfolio management firm focused on delivering tailored wealth management solutions
- Recognized for pioneering investment strategies
- Leverages cutting-edge technology for efficient service delivery and insightful market analysis to custom tailor independent strategic advice
- Opportunity to work with prestigious clients and access exclusive investment opportunities
- Chance to develop and implement customized financial strategies that directly impact client success
- Join a team known for delivering impressive and competitive investment performance
- Work alongside experienced financial experts, gaining valuable industry insights and mentorship
- Provide exceptional client service, ensuring satisfaction through personalized financial solutions
- Assume an active role in the US GAAP and Statutory financial close and reporting process for quarterly and annual deliverables Lead the preparation and compilation of earnings analysis and documentation of drivers of key financial metrics across the US business, including opportunity to enhance current financial reporting packages
- Collaborate across teams (actuarial, investment accounting, etc.) to build relationships, and facilitate the research and explanation of results analyses and reporting across products and/or blocks of business
- Support the Company's external financial reporting for both US GAAP and US Statutory accounting methods
- Perform required internal controls and maintain documentation of the controls as required under SOX
- Prepare work papers, journal entries and reconciliations, as necessary, to support the quarterly close
- Streamline processes and procedures to continually improve efficiency and controls
- Develops technical understanding of insurance business from a unique vantage point
- Creates visibility to senior finance management through work assignments
- Offers broad business and/or product exposure
- Tests the ability to communicate, present ideas, and influence others
- Challenges analytical skills through critical thinking, problem solving, and solution finding
- Opportunities for internal training on a variety of topics
- Exposure to special projects
- Undergraduate degree in accounting required, CPA, MBA, or Big 4 experience a plus
- Minimum of 4 years of experience working in the financial services industry
- Experience in accounting, reporting, audit, and financial statement preparation and reporting for insurance entities, including statutory filings and the preparation of annual and quarterly statements.
- Experience in financial planning & analysis a plus
- Experience in life and annuity insurance/reinsurance
- Working knowledge of Microsoft Excel, PowerPoint, PeopleSoft/Oracle/Smartview or other general ledger applications preferred
- Ability to consolidate, manipulate, and analyze large sets of financial data; and to build trending analysis and management reports using Microsoft Excel and Oracle reporting tools
- Proficiency in building complex reports accompanied by visualizations to meet evolving internal and regulatory requirements
- Proficiency in accounting for complex financial instruments, such as derivatives, and insurance product-specific reserves (e.g., DAC, VOBA) a plus
- Strong organizational, analytical and problem-solving skills with proven attention to detail and the ability to manage competing priorities with guidance in a fast-paced environment
- Flexible and adaptable to constantly changing team and individual roles and responsibilities as the business continues to grow and change
