THE TEAM YOU WILL BE JOINING
- Newly created team that is a blend of legacy employees and newly hired team to support the go-forward company structure now owned by Private Equity.
- Start-up company previously inside a 100-year-old financial services giant
- New entity is $4B+ in sales, global client base with Top 10 status in industry
- Meritocracy culture that rewards the individual for hard work!
- Have you negotiated contracts? Use your experience to create the future of the company!
- Can you synthesis data to tell a story to business execs? Exposure galore to set the future state.
- C-Suite who is partnered for growth, acquiring more businesses to service their clients nationwide and globally.
- Formulate comprehensive long- and short-term strategic plans through in-depth analysis of benefits and claims data, leveraging plan design modeling
- Research appropriate accounting treatment and provide expert advice, on an as-needed basis, for complex transactions or financial matters for the business and its subsidiaries to ensure compliance with GAAP, regulatory reporting and affiliate transaction requirements. Such complex issues include, but are not limited to, the accounting for mergers, acquisitions and divestitures, credit losses, derivatives and hedge accounting, foreign exchange, transfers of financial assets, fair value, gross vs. net classification, revenue recognition, variable interest entities, leases, employee benefit plans, classification of expenses and specialized industry accounting.
- Manage the accounting for highly complex transactions and GAAP and regulatory reporting requirements for all assigned functions. Responsibilities include accurate financial reporting and adequate internal controls, preventing or detecting fraud in financial reporting and ensuring that the business complies with applicable Accounting Policies and Standards.
- Analyze preliminary financial results in connection with the close process to identify significant or unusual activity that may require adjustment or disclosure in connection with internal or external financial reporting. Oversee preparation of monthly and quarterly financial statements, close schedules and other reporting required to effectively communicate financial position and results of operations.
- Closely monitor the standard setting process of the Financial Accounting Standards Board (“FASB,”), United States Securities and Exchange Commission ("SEC,") the Federal Deposit Insurance Corporation ("FDIC,") the Federal Reserve Board ("FRB") and other regulatory agencies as applicable to ensure that all relevant proposed changes to GAAP and other reporting requirements are understood
- Analyze, evaluate and provide accounting guidance in response to inquiries from auditors, regulators and others regarding specific transactions, issues and other matters.
- Ensure the design and implementation of adequate processes and controls to comply with relevant GAAP and to prevent significant deficiencies and material weaknesses in internal control over financial reporting. Support ERM and the Risk Management Organization through the effective identification, measurement, and mitigation of GAAP risk.
- Communicate GAAP risks in a timely manner. Adhere to risk policies, procedures, and regulatory requirements. Support business and corporate risk management objectives.
- Develop appropriate policies and procedural documentation to effectively manage the risk of GAAP non-compliance.
- Ensure the continual effectiveness of any systems implemented and utilized in the management of GAAP risk.
- Coordinate the preparation and review of relevant sections of the annual and quarterly report disclosures.
- Review drafts of the quarterly press release, annual and quarterly reports, and other regulatory reporting and provide feedback as necessary to ensure that all such reporting appropriately reflects financial position and results of operations in compliance with GAAP and regulatory requirements.
- Prepare the financial statement disclosure checklist on a quarterly basis.
- Strong technical accounting knowledge
- Bachelor's degree in Accounting, Finance, Business Administration or equivalent education and related training. CPA preferred
- 2-4 years of relevant accounting or accounting policy experience
- Self-motivated with the ability to work without supervision; ability to work under difficult time constraints and manage multiple resources, priorities and projects.
- Strong team orientation: eagerness to pitch in and help larger teams meet goals and responsibilities.
- Excellent technical and research skills
- Demonstrated proficiency in computer applications, such as Microsoft Office software products, with an emphasis on spreadsheet, word processing and database software
- Prior experience working for a large, SEC-registered insurance brokerage or carrier or senior manager-level public accountant with extensive insurance brokerage experience.
- Experience with Workiva reporting software and Workday
