Associate Director, Financial Reporting

Trustmark • Lake Forest, IL

4d

About The Position

Responsible for preparing internal, external, and regulatory reports related to financial statements on a statutory and GAAP basis. Works closely with financial data, ensuring accuracy and compliance with relevant accounting standards. Analyze financial statements and reports to identify trends, variances, and key performance indicators. Consolidates financial data from various business units to present a comprehensive view of the organization's financial position. Ensures compliance with applicable accounting standards (e.g., GAAP or STAT) and regulatory requirements. Assists external auditors as needed.

Requirements

• Bachelor’s Degree and/or 6 – 8 years of related experience OR High School Diploma or GED with 8-10 years of related experience.

Responsibilities

• Leads and manages the accurate completion of all schedules, exhibits and notes for all NAIC filings.
• Reviews and analyzes all aspects of quarterly and annual consolidation and elimination work papers, analysis of financial statements for noninsurance entities.
• Works with business units to resolve discrepancies.
• Responsible for MHC legal entity audited report. Compiles data, ensures completeness and accuracy, ensures that detailed documents support reports, and maintains support received from business units and Corporate.
• Leads, manages and reviews preparation of remaining consolidated financial statements.
• Partners with Executive Director on audit requests.
• Prepares and reviews for significant, unusual or unreasonable variances in the quarterly financial statements and exhibits which report insurance, noninsurance and consolidated results, to ensure data accuracy provided to rating agencies, financial institutions, and used as a basis for Board of Director presentations.
• Reviews surveys prior to submitting to Executive Director.
• Prepares responses to DOI requests for information or clarification.
• Assists in researching STAT and GAAP accounting and reporting questions to ensure regulatory compliance with new accounting and reporting guidance for insurance and noninsurance entities.

Benefits

• Health/dental/vision
• life insurance
• FSA and HSA
• 401(k) plan
• Employee Assistant Program
• Back-up Care for Children, Adults and Elders
• many health and wellness initiatives
• Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager