AVP, OV FINANCE

Oceanview Life & AnnuityNew York, NY
Hybrid

About The Position

At Oceanview US Holdings Corporation, we are more than a financial services provider – we are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management – a leading investment firm with approximately $33.9 billion in assets under management as of December 31, 2025 – we have rapidly grown to over $17 billion in consolidated assets as of December 31, 2025. Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on. Why join Oceanview? Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind. Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas. Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development. Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs. Strong partnerships: Engage with a broad network of over 19,000 agents, independent marketing organizations, banks and broker-dealers. At Oceanview US Holdings Corporation, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us. POSITION SUMMARY: Oceanview US Holdings Corporation is seeking an experienced accounting professional to join our team as an Assistant Vice President. This role will be responsible for owning key accounting processes, leading financial reporting across multiple legal entities, and driving strategic initiatives that enhance the company’s accounting infrastructure and controls. This individual will serve as a key partner to senior management and play a leadership role in cross-functional projects, including system implementations and process improvements. The position is based in our midtown Manhattan office.

Requirements

  • BA/BS in Accounting or Finance
  • 8–12+ years of relevant accounting experience (public accounting or insurance/financial services experience strongly preferred)
  • Experience with regulated entities and multi-entity structures a plus
  • Prior experience leading audits and managing external auditors a plus
  • Exposure to system implementations or transformations (e.g., NetSuite) preferred
  • Strong command of US GAAP and accounting concepts
  • Advanced proficiency in Excel; experience with Oracle, NetSuite, Splash BI, Blackline, and/or Clearwater Analytics preferred
  • Demonstrated ability to own processes end-to-end and operate independently
  • Proven experience leading cross-functional initiatives and driving process improvements
  • Strong analytical, problem-solving, and decision-making capabilities
  • Ability to communicate effectively with senior stakeholders and present complex information clearly
  • Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment

Nice To Haves

  • CPA preferred

Responsibilities

  • Own and oversee the preparation and review of monthly and annual US GAAP financial statements across multiple regulated insurance entities and consolidated structures
  • Serve as the primary liaison to Oceanview’s external auditors, leading all aspects of the annual audit process and ensuring a timely and successful completion
  • Drive accounting initiatives and system enhancements, including leading the Oceanview workstream for a firm-wide NetSuite implementation
  • Establish and enhance internal controls over financial reporting, partnering with internal audit to proactively identify and mitigate risk
  • Perform and review detailed financial analyses (MoM / YoY), investigate variances, and present insights to senior management
  • Identify and implement process improvements to increase efficiency, scalability, and accuracy across accounting workflows
  • Collaborate across teams, including finance, investment management, and operations, to support business initiatives and reporting needs
  • Mentor and develop junior team members, providing guidance, review, and support
  • Act as a key partner to senior leadership, contributing to strategic decision-making and special projects

Benefits

  • opportunity for incentive compensation including bonus compensation
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