VP, New Transaction Finance Integration

Fortitude Re•Jersey City, NJ

12d•Hybrid

About The Position

The VP, New Transaction Finance Integration supports the financial integration of new transactions, including legal entity acquisitions or formation, reinsurance transactions, and certain investment transactions such as securitizations, debt issuance, and complex investment structures. Reporting to the SVP, New Transactions Finance Integration, the role executes initiatives involving accounting considerations, financial reporting, audit compliance, internal controls, and transaction financial analysis. It also oversees integration of deals into reinsurance, investment, and general ledger systems. The position ensures new transactions and business initiatives align with internal control frameworks, accounting policies, accurate financial reporting, and organizational strategy. The role supports integration project planning and coordination across finance, accounting, operations, and technology teams; develops a standard integration playbook; and escalates risks and blockers. It maintains ICFR controls, supports audits, documents and tests general ledger changes across accounting bases, and helps implement journal entries, reporting, and disclosure requirements. For investment transactions, it supports evaluation and onboarding of complex investments, portfolios, and securitization structures. For reinsurance transactions, it coordinates onboarding with accounting, actuarial, and IT teams. It also prepares business requirements, process maps, and methodology memoranda, aligns work with company policies and regulatory requirements, and contributes to continuous improvement of integration processes.

Requirements

Bachelor’s degree in Finance or Accounting.
CPA or equivalent certification.
10–12 years of experience in accounting, audit, or financial project management within insurance, reinsurance, or financial services.
Strong understanding of ICFR, audit practices, US GAAP, and financial reporting controls.
Extensive knowledge of Life and Annuity insurance products and related accounting.
Extensive knowledge of reinsurance transaction structures, including coinsurance, modified coinsurance, and FWH.
Experience managing large-scale integration or financial transformation projects.
Familiarity with capital markets transactions and debt issuance processes.
Excellent communication, analytical, and stakeholder management skills.
Proficiency with financial systems and general ledger platforms.
Strong project management and issue-resolution skills.
Ability to build relationships and collaborate effectively across all levels of the organization.
Deep audit and control acumen.
Strong attention to detail and documentation discipline.
Agile approach to process improvement and integration.
Strong accountability and proactive problem-solving.
Growth mindset and commitment to continuous improvement and innovation.

Responsibilities

Support execution of financial integration activities across new transaction types under the direction of the SVP, New Transactions Finance Integration.
Manage finance integration project plans, deliverables, and timelines in coordination with broader business integration plans and budgets.
Coordinate finance, accounting, operations, and technology teams to deliver integrated solutions for new business initiatives.
Develop and implement a standard integration playbook for bringing new transactions into financial systems and processes.
Identify and escalate blockers, risks, and dependencies; provide progress reports, status updates, and documentation.
Maintain and update the Internal Control over Financial Reporting (ICFR) program for new transactions in partnership with Accounting Policy, Financial Controls, and Audit.
Support internal and external audits and ensure control designs and testing documentation are complete and compliant.
Assist with control buildouts for new entities, reinsurance transactions, complex investments, and new accounting considerations.
Document and test general ledger changes across accounting bases, including US GAAP, US STAT, management non-GAAP, and Bermuda SFS/EBS.
Develop illustrative journal entries, including cost and revenue elements and profit center coding, in collaboration with Accounting Policy.
Support design and implementation of reporting and disclosure requirements for new transactions and legal entities.
Reconcile transaction data across financial statements, actuarial valuation models, and reporting systems.
Facilitate the Structured Transaction Working Group to support the CIO in evaluating complex investment transactions.
Partner with investment accounting, investment operations, and Clearwater teams to onboard portfolios and mirror or cession investment structures.
Coordinate data and control requirements for new investment assets and reinsurance-related entities; support accounting setup, valuation, and reporting for capital market and securitization transactions.
Partner with reinsurance accounting, actuarial, and IT teams to onboard new reinsurance transactions and coordinate data and control requirements.
Leverage AI in integration activities.
Develop and maintain business requirement documents and process maps supporting finance integration and control design.
Ensure integration work is consistent with company accounting policies, internal controls, and regulatory requirements.
Prepare methodology memoranda that bridge accounting policy memos, business requirements, and financial control documentation.
Collaborate with senior stakeholders to align workstreams with the standard process framework developed under the SVP’s leadership.
Provide input to corporate development, pricing, legal, and reinsurance operations teams on transaction terms and processes that enable efficient and accurate integration.
Participate in lessons-learned reviews to improve future integration processes and controls.