Sr Assoc Financial Reporting Analyst
About The Position
This position performs routine assignments and projects while applying knowledge of assigned financial reporting responsibilities. The role prepares, analyzes, and reports on accounting activities, financial statements, and supporting schedules. It participates in accounting close activities, conducts financial analysis, and supports business unit teams and other partners. The position also prepares and reviews statutory financial statements and regulatory filings, assists with internal management reporting, and supports compliance testing. The employee identifies reporting issues and process improvements, monitors developments in relevant accounting and regulatory requirements, and contributes to organizational and departmental initiatives.
Requirements
- Four-year bachelor's degree or equivalent work experience; an Accounting degree is preferred.
- 1–3+ years of experience in Financial Analysis or Reporting aligned with the position's responsibilities.
- Confident and comfortable communicator with strong written and verbal communication skills.
- Ability to work with others in a team environment.
- Ability to identify and recommend process improvements.
- Sense of urgency and ability to meet deadlines.
- Excellent organizational skills, including the ability to prioritize and multitask while maintaining close attention to detail.
- Ability to use sound judgment and discretion regarding confidential information.
- Proficiency with Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
Nice To Haves
- CPA (preferred but not required).
- Prior experience in insurance or financial services, particularly Statutory Reporting.
- Experience with Hyperion Essbase, SAP Business Objects, PeopleSoft, Workiva, or Sovos Statutory Reporting (Wings).
Responsibilities
- Prepare, analyze, and report on financial statements and supporting schedules according to accounting and reporting calendars.
- Participate in accounting close, including preparing journal entries and account reconciliations.
- Conduct financial analysis on consolidated and business unit results, providing ongoing support to business unit teams and other partners as needed.
- Monitor developments and trends in assigned areas, assess their impact, and collaborate with management to incorporate them into current and future solutions.
- Identify and research reporting issues related to accounting principles, standards, and NAIC and other regulatory rules, and assess their applicability.
- Prepare, review, and file quarterly and annual Statutory NAIC financial statements and other regulatory filings.
- Support organizational initiatives by positively influencing and supporting change management and departmental or enterprise initiatives.
- Identify and communicate process improvements that reduce workloads or improve quality.
- Perform routine assignments and projects while applying knowledge of assigned areas of responsibility.
- Support coordination of SOX, MAR, and regulatory testing to comply with key controls.
- Prepare and/or review internal management reporting.
Benefits
- PTO and parental leave.
- Competitive 401(k) and employee benefits.
- Free financial counseling, health coaching, and employee assistance program.
- Tuition assistance program.
- Annual Incentive Program eligibility, which is discretionary and based on company, business unit, and individual performance.
- Other rewards may include long-term incentives and sales incentives.
- Leadership development and virtual training opportunities.
- Work arrangements designed to meet employee needs.
- Productivity and technology tools and training.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
