Director, Reporting - Investments
2 Days Old
A top Investment Solution firm in Boston is seeking a Director of Reporting for their Investment team due to organizational growth. This role offers a strong base and an excellent bonus! It will be a hybrid position out of their office in Boston. The ideal candidate will have solid experience with Insurance and or Statutory and GAAP.
Responsibilities
SPOC for reporting matters related to Investment & related assets & liabilities
Leadership and collaboration with Financial Reporting team, extended Controller organization, Investment Operations, Reporting, and other stakeholders and responsible to provide timely, accurate, complete & insightful data analysis, reporting & presentation
Lead the team and design, implement and execute roles and responsibilities of the department
Coach, mentor, train and positively engage the team and stakeholders for cohesive reporting strategy for the Controller & CFO organization
Oversight our NAIC regulatory reporting including NAIC Schedules (schedule A, B, D, E etc) and STAT financial statement, notes to the financial and related work for all insurance companies
Oversight of US GAAP of consolidated and subsidiaries financials & notes
Review and oversight of internal Quarterly Management Report and other monthly reports
Ensure appropriate presentation and completeness of all reporting deliverables and timely execution of internal controls and liaison & coordination of PBCs & audit workpapers & queries
Oversight of GAAP, STAT, TAX & other accounting basis of reconciliation framework & controls
Oversight of consolidation, foreign exchange & translation, Non-Control Intertest,
Lead team for timely and accurate monthly / quarterly / annual closes related
Monitors, market, industry and peers’ trends in financial reporting as it relates to insurance industry and cohesively transmit to the CFO group
Lead and participate in re-engineering & improvement projects for Credit & Valuation
Qualifications
8+ years of experience in STAT, US GAAP & management reporting in insurance industry
Bachelor’s degree in finance or business or related field
CPA is preferred
Experienced with Data Analytics, big data & trends with presentation and reporting
Experienced with multi-layer consolidation, matrix organization, and best practices
Base- $140K-$165K
Hybrid
#J-18808-Ljbffr
- Location:
- Boston, MA, United States
- Salary:
- $200,000 - $250,000
- Job Type:
- FullTime
- Category:
- Finance
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