Financial Reporting Specialist, US Life and Health Carrier Management
About The Position
The Financial Reporting Specialist owns financial reporting and analysis for US Life and Health Reinsurance legal entities. The role combines hands-on reporting execution with review, technical judgment, and continuous improvement. The specialist produces and reviews accurate, timely, and insightful information; investigates complex reporting matters; and provides guidance to colleagues and stakeholders across Finance and business functions. The role also leads efforts to strengthen controls, improve reporting processes, and advance automation through AI-enabled solutions and modern technologies. It is based in Swiss Re’s Kansas City, Missouri office under a hybrid work model requiring at least three office days each week, with the option to work onsite full-time. The position is not eligible for full-time telework, relocation assistance, or visa sponsorship.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- At least 5 years of relevant experience in insurance, reinsurance, financial reporting, or public accounting/audit, including experience supporting financial statements or U.S. Statutory reporting.
- Experience independently preparing and reviewing financial reporting deliverables, account analyses, reconciliations, and period-end close activities.
- Strong intellectual curiosity to understand results, perform root-cause analysis, and drive continuous improvement.
- Ability to research reporting questions, evaluate supporting information and key financial control evidence, exercise sound judgment, and clearly document conclusions.
- Demonstrated ability to coordinate deliverables and influence outcomes across teams and reporting lines.
- Strong Microsoft Excel skills and ability to use data and reporting technologies to improve Finance processes.
- Strong organizational, communication, and problem-solving skills, with the ability to manage competing deadlines and resolve issues in a reporting environment.
- Strong financial reporting judgment; clear communication of complex financial information; effective cross-functional partnerships; ability to work independently, make informed recommendations, constructively challenge conclusions or processes, and provide guidance to others.
Nice To Haves
- CPA certification or equivalent.
- Advanced Excel skills and experience with financial reporting systems and automation tools such as Power BI, Alteryx, or similar platforms.
- Experience leading process improvements, system implementations, or cross-functional projects.
- Experience working with complex reinsurance arrangements and multiple accounting or reporting bases.
Responsibilities
- Own and deliver high-quality U.S. Statutory financial reporting for assigned legal entities or reporting areas, ensuring accuracy, completeness, and compliance with accounting guidance, controls, and deadlines.
- Execute financial reporting deliverables and performance analysis, provide constructive feedback, and ensure issues are resolved before submission.
- Analyze and interpret legal-entity performance, including significant variances, emerging trends, and underlying business drivers; partner with Finance and business functions to gather insights and validate performance drivers.
- Lead assigned period-end close and reporting activities, coordinate dependencies, monitor deliverables, and resolve issues that could affect reporting quality or deadlines.
- Own and oversee key control activities, ensure documentation is complete and evidence is retained, and address identified control or reporting issues appropriately.
- Identify and lead process improvements to increase efficiency, strengthen controls, and simplify workflows using AI-enabled solutions and modern reporting technologies.
- Research reporting questions, evaluate supporting information and financial control evidence, exercise sound judgment, and document conclusions clearly.
- Coordinate deliverables and influence outcomes across teams and reporting lines.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
