Accounting & Financial Reporting Analyst

iA Financial Group (Industrial Alliance) • Waco, TX

2d • Hybrid

About The Position

Build the future with us Are you eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Accounting & Financial Reporting Analyst, you will play a key role in owning and coordinating of all regulatory filings, statutory data calls, and related assessments across all jurisdictions. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

• Is known for their strong analytical, organizational, and documentation skills
• Stands out for their ability to manage complex, deadline-driven regulatory requirements independently
• Demonstrates strong written and verbal communication
• Is recognized for their positive, team-oriented attitude
• 2-5 years of experience in [industry/key skill]
• Applicants must be authorized to work for any employer in the U.S. We are unable to support or take over sponsorship of employment visas at this time, including H-1B visas and participation in STEM OPT work authorizations.

Responsibilities

• Serve as project manager and single point of accountability for all regulatory and statutory filings for domestic and foreign jurisdictions, including all U.S. states, territories, and applicable foreign regulators.
• Coordinate, review, as well as share submission duties for the following (examples include): Guaranty Fund Assessments, Fraud and Regulatory Surveys, NAIC statutory data calls and requests, A&H, Medicare Supplement, and health insurance reporting calls, and State‑required publishing statements
• Calculate, prepare, and remit regulatory assessments, fees, and related payments.
• Compile, organize, and retain complete electronic documentation in accordance with internal control and audit standards.
• Support quarterly and municipal tax processes, including estimates and related calculations.
• Prepare, review, and maintain assigned monthly general ledger account reconciliations.
• Perform analytical reviews, reconciliations, and financial analyses as required.
• Handle routine correspondence with state insurance departments, regulatory bodies, auditors, and examiners.
• Coordinate internal data collection and ensure timely completion of regulatory deliverables.
• Provide status updates, documentation, and compliance confirmations to management.
• Support external audits, regulatory examinations, and internal reviews.
• Ensure all work is completed in compliance with applicable laws, regulations, and Company policies.

Benefits

• Flexible Health, Dental and Vision insurance
• 401(k) + company match
• PTO Plan
• employee and family assistance program
• ergonomic furniture program
• performance bonus
• Medical, Dental, and Vision Insurance
• Company-Paid Term Life, AD&D Insurance, Long and Short-Term Disability Insurance
• Company-Paid Health Advocate Benefit
• Wellness Allowance
• Generous Paid Time Off Plan and Holidays
• 401(k) With Company Match
• Competitive Bonus Program
• Employee Assistance Program
• Employee Discount Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed