Sr Accountant - External Financial Reporting

AAA•Costa Mesa, CA

4d•$92,600 - $123,600

About The Position

The Senior Accountant – External Financial Reporting contributes to timely and accurate financial reporting and handles assigned monthly, quarterly, and annual reporting tasks, along with ad hoc and special projects related to regulated statutory financial reporting. The role coordinates and prepares annual audited financial statements, collaborates with departments across the organization, and works with external auditors on annual financial statement and Employee Benefits Plan audits. It also supports insurance regulatory filings and reporting, accounting research, financial analysis, and improvements to accounting practices and reporting processes. The position owns the month-end close process for insurance entities and prepares and reviews their monthly journal entries and account reconciliations. It prepares the monthly financial reporting package for an affiliated company and annual regulatory analyses and reports supporting the organization’s insurance entities. The role also researches new US GAAP and statutory accounting pronouncements, presents quarterly analyses to Executive Management, and supports significant initiatives and other projects assigned by management.

Requirements

Bachelor of Science degree in Accounting or Finance, or equivalent.
At least 3 years of progressive and relevant accounting experience.
Excellent written and verbal communication skills.
Ability to work independently with Executive Management.
Proficiency in Microsoft Office.
Strong analytical and organizational skills.
Willingness to work extra hours to meet deadlines.
Experience working in a deadline-driven environment.

Nice To Haves

Active CPA license, or at least one CPA exam section passed with the intention to complete all remaining sections; preferred but not required.
Big 4 or mid-tier public accounting auditing experience.
Accounting, auditing, or financial reporting experience in the insurance industry; strongly preferred.

Responsibilities

Coordinate and prepare the organization’s annual audited financial statements.
Work with Investments, Tax, Payroll, Benefits, and Legal departments to ensure the accuracy and completeness of annual audited financial statements.
Coordinate with external auditors to complete audits associated with the annual audited financial statements on time.
Coordinate with external auditors to complete Employee Benefits Plan audits related to the annual audited financial statements of the plans on time.
Assist with preparation of quarterly and annual insurance regulatory filings.
Prepare the monthly financial reporting package for an affiliated company.
Prepare annual regulatory analyses and reports supporting the organization’s insurance entities.
Assist with research and analysis of new US GAAP and statutory accounting pronouncements, related processes, and disclosure requirements.
Research, prepare, and present quarterly analyses of new accounting pronouncements and their potential impact to Executive Management.
Work with Executive Management on significant initiatives and provide input and analysis to evaluate financial statement impacts.
Assist in analyzing and documenting current accounting practices and implementing improvements to policies, procedures, and financial reporting processes.
Support special projects and ad hoc tasks assigned by management.
Prepare and review monthly journal entries for insurance entities.
Own the month-end close process to ensure accuracy and timely completion.
Prepare and review monthly account reconciliations for insurance entities.

Benefits

Medical, dental, and vision coverage
401(k) savings plan with company match
Pension
Tuition assistance
Floating holidays
PTO for community volunteer programs
Paid parental leave
Wellness programs
Employee discounts on membership, insurance, travel, entertainment, services, and more
Incentive program eligibility for full-time positions based on organization, team, and personal performance