Overview In this role you will lead the quarterly balance sheet close and financial reporting, ensuring accuracy and timeliness. You'll analyze key drivers behind results and partner with cross-functional teams to inform decisions. You'll drive process improvements that enhance reporting quality and efficiency, leveraging data analytics and automation. This position offers broad exposure to the company's divisions and a chance to impact financial strategy and controls.
Compensation / Benefits- Multiple medical plans, dental, vision, prescription coverage
- Competitive 401k with generous matching
- PTO starting at 20 days/year
- Up to 12 paid holidays + 2 Volunteer Time Off
- Life and AD&D insurance; short/long-term disability
- Paid parental leave up to 10 weeks
Responsibilities- Lead quarterly balance sheet close activities and conduct balance sheet review meetings with finance teams
- Prepare flux analyses of balance sheet and cash flow statements and highlight noteworthy trends
- Monitor balance sheet activity and follow up on unusual items or potential risks
- Perform CECL reserves, premium/defense commission calculations, and analyze credit losses
- Support income statement close activities and assist in maintaining quarterly close calendars
- Assist in researching accounting literature to ensure GAAP compliance and internal policy alignment
- Support internal controls and identify potential risk areas
- Respond to ad hoc financial reporting requests from Corporate Finance leadership and business partners
- Develop partnerships with BU finance teams and cross-functional stakeholders to support business decisions
- Identify opportunities to improve accounting processes through technology, data analytics, and automation
- Coordinate accounting projects and special initiatives with Finance and other departments
Key requirements- Strong knowledge of U.S. GAAP, financial reporting, and financial statement analysis
- Proven ability to analyze financial data, identify trends, and explain drivers of results
- Solid balance sheet accounting and reconciliation skills with risk assessment ability
- Advanced Microsoft Excel skills (formulas, pivot tables, large datasets)
- Experience with financial systems, data analytics, and reporting tools; familiarity with Workday, TM1, or OneStream is a plus
- Excellent interpersonal, collaboration, and communication skills
- Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced close
- Integrity, accountability, sound judgment, and ability to work independently with stakeholders
- Adaptable, proactive, and focused on continuous learning and process improvement
- Bachelor's degree in Accounting, Finance, or Business Administration; CPA or active pursuit is a plus
- 5+ years in accounting/finance/financial reporting; insurance industry experience preferred
- Public company financial reporting experience is a plus
- Experience with data analytics or process automation preferred
- Interpersonal collaboration
- Analytical mindset
- Excellent communication
- Advanced Excel (complex formulas, pivot tables)
- Data analytics and large dataset handling
- Workday
