VP, New Transaction Finance Integration

Fortitude Re•Nashville, TN

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 analysis. It also oversees integrating deals into the company’s reinsurance, investment, and general ledger systems. The position helps ensure transactions and business initiatives align with internal control frameworks, accounting policies, financial reporting requirements, and organizational strategy. The role manages finance integration plans, deliverables, and timelines; coordinates work across finance, accounting, operations, and technology; and develops a standardized integration playbook. It maintains ICFR processes and supports internal and external audits. In partnership with accounting policy, controllership, reporting, and transformation teams, it documents and tests general ledger changes across applicable accounting bases, develops illustrative journal entries, and supports transaction reporting, disclosures, reconciliations, and controls. For investment transactions, the role facilitates the Structured Transaction Working Group, supports investment and asset-management onboarding, and coordinates accounting, valuation, data, and control requirements for new assets and capital-markets transactions. For reinsurance transactions, it works with reinsurance accounting, actuarial, and IT teams on onboarding and integration. It also develops business requirements, process maps, and methodology memoranda; aligns work with policies and regulatory requirements; contributes to transaction terms and process design; and participates in lessons-learned reviews. The role is expected to leverage AI in integration.

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 integration activities for multiple new transaction types under the direction of the SVP, New Transactions Finance Integration.
Manage finance integration project plans, deliverables, and timelines, coordinating 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 standardized integration playbook for incorporating transactions into financial systems and processes.
Identify and escalate blockers, risks, and dependencies, and provide progress reports, status updates, and documentation.
Maintain and update the ICFR program for new transactions in partnership with Accounting Policy, Financial Controls, and Audit.
Support internal and external audits and help 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 applicable 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 the design and implementation of reporting and disclosure requirements for new transactions and legal entities.
Reconcile new transaction data across financial statements, actuarial valuation models, and reporting systems.
Facilitate the Structured Transaction Working Group to support evaluation of 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, and support accounting setup, valuation, and reporting for capital-markets and securitization transactions.
Partner with reinsurance accounting, actuarial, and IT teams to onboard new reinsurance transactions and coordinate their data and control requirements.
Leverage AI in integration.
Develop and maintain business requirement documents and process maps for finance integration and control design.
Prepare methodology memoranda that bridge accounting policy memoranda, business requirements, and financial-control documentation.
Collaborate with senior stakeholders to align workstreams with the standard process framework.
Provide input to corporate development, pricing, legal, and reinsurance operations teams on transaction terms and processes that support efficient and accurate integration.
Participate in lessons-learned reviews to improve future integration processes and controls.