Senior Associate - Financial & Operations Advisory

Johnson Lambert LLP • Atlanta, GA

1d • $85,000 - $100,000

About The Position

This role involves providing financial and operations advisory services, focusing on client delivery, technical production, project ownership, and practice building within the Financial & Operations Advisory (FOA) team. The Senior Associate will perform accounting and financial statement analysis, research complex accounting and regulatory issues, document and improve processes, prepare financial reports, and manage client engagements. The position offers a clear path for growth and the opportunity to contribute to a developing practice.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• 3+ years of progressive experience in accounting and/or finance in industry, or a combination of industry and public accounting.
• A portion of that experience must be in the insurance sector.
• Working knowledge of both statutory (NAIC SAP) and U.S. GAAP accounting and reporting.
• Advanced Excel skills and regular AI usage.
• Comfort working with large data sets.
• Experience with at least one general ledger/ERP system and the ability to learn new systems quickly.
• Strong analytical, problem-solving, and attention-to-detail skills, with a commitment to accurate, well-documented work.
• Clear written and verbal communication skills, including the ability to explain technical matters to non-accountants.
• Ability to manage multiple priorities and deadlines across concurrent clients.
• Self-starter with initiative who is eager to learn.
• Positive attitude and willingness to take on new and unfamiliar challenges.

Nice To Haves

• CPA license (or active progress toward licensure).
• Hands-on experience preparing NAIC quarterly/annual statements or using annual statement software.
• Exposure to reinsurance accounting, premium/loss reconciliations, or bordereaux.
• Interest in or experience with AI and automation tools to streamline accounting work.
• Nonprofit accounting exposure is a plus.

Responsibilities

• Perform STAT (NAIC SAP) and GAAP accounting and financial statement analysis.
• Research accounting and regulatory questions and draft technical memos.
• Document current-state processes and controls and help design and implement improvements, automations, and system conversions.
• Prepare journal entries, account reconciliations, ledger clean-ups; resolve premium, commission, loss, and agent/broker reconciliation differences.
• Prepare assumed and ceded reinsurance accounting support, settlement calculations, and bordereaux data validations.
• Prepare statutory quarterly and annual statement filings using annual statement software.
• Assist with regulatory filings and calculations such as RBC, GCC, UCAA applications, and state-specific data calls.
• Build and maintain pro forma financial statements, budgets, forecasts, liquidity/cash flow models, and KPI or management reporting packages.
• Manage smaller engagements or workstreams end to end: plan the work, track budget-to-actual hours, meet deadlines, and communicate status.
• Serve as a day-to-day point of contact for client finance staff on assigned projects.
• Delegate and review work performed by Associates, Interns and other resources; provide clear instructions and constructive feedback.
• Identify scope changes and additional client needs and escalate them as potential follow-on opportunities.
• Contribute to FOA's template library and quality review framework.
• Use and help refine FOA's technology stack, including AI tools, ERP/GL platforms, and annual statement software.
• Support business development through reviewing marketing content and participating in industry events.
• Collaborate with Johnson Lambert's Audit, Reinsurance, Tax, BAS, and other teams on various projects.
• Participate in recruiting and interviewing to grow the team.
• Model FOA's culture: fun, collaborative, and challenging.

Benefits

• Competitive base salary plus a performance-based incentive tied to outcomes.
• Clear, merit-based path to Manager as the FOA team grows, with promotion driven by demonstrated capability rather than tenure alone.
• Direct exposure to firm leadership and the chance to shape a growing practice from the ground up.
• CPE support, CPA exam support, and a structured onboarding and training plan.
• 25 days of paid time off for all professional level employees
• Half-day Fridays during the summer
• Employer-subsidized medical & dental benefits for both employee and family
• 401(k) with employer match
• 2 paid days off annually for personal community service activities

What This Job Offers

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