JCW is seeking an experienced Director of Financial Reporting to lead regulatory reporting across statutory accounting and oversight for a growing insurance investment platform. This high-visibility role partners closely with finance, operations, compliance, and investment teams, as well as external regulators and industry bodies. The Director will oversee statutory filings, sub-ledger accuracy, and regulatory reporting for investment portfolios, ensuring full compliance with applicable accounting standards. This role is ideal for someone passionate about technical accounting, industry engagement, and cross-functional leadership. Hybrid work arrangement: 3 days in-office, 2 days remote.
Overview This position directs financial reporting for regulatory compliance and statutory accounting related to investment portfolios, collaborating with internal teams and external regulators to ensure accurate and timely filings.
Key Responsibilities
Lead preparation and review of statutory filings, schedules, and disclosures.
Interpret and implement new statutory accounting guidance and regulatory updates.
Represent the organization in industry and regulatory forums (ACLI, NAIC, SVO, NASVA) and contribute to investment-related accounting discussions.
Act as a key liaison to internal and external stakeholders, providing insights on the regulatory treatment of assets under management.
Conduct technical accounting research and provide guidance on emerging pronouncements.
Manage and mentor a team of onshore and offshore investment accounting professionals.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field; CPA or MBA strongly preferred.
Deep expertise in U.S. statutory accounting principles (SAP) and insurance investment accounting.
Proven leadership experience in insurance or investment management accounting.
Familiarity with investment accounting systems (e.g., ePAM), SVO ratings, and ERP tools.
Excellent communication, analytical, and organizational skills.
Haley Rizzo specializes in partnering with audit and finance professionals at leading organizations nationwide. For more information, please contact Haley at haley.rizzo@jcwgroup.com.
#J-18808-Ljbffr
Overview This position directs financial reporting for regulatory compliance and statutory accounting related to investment portfolios, collaborating with internal teams and external regulators to ensure accurate and timely filings.
Key Responsibilities
Lead preparation and review of statutory filings, schedules, and disclosures.
Interpret and implement new statutory accounting guidance and regulatory updates.
Represent the organization in industry and regulatory forums (ACLI, NAIC, SVO, NASVA) and contribute to investment-related accounting discussions.
Act as a key liaison to internal and external stakeholders, providing insights on the regulatory treatment of assets under management.
Conduct technical accounting research and provide guidance on emerging pronouncements.
Manage and mentor a team of onshore and offshore investment accounting professionals.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field; CPA or MBA strongly preferred.
Deep expertise in U.S. statutory accounting principles (SAP) and insurance investment accounting.
Proven leadership experience in insurance or investment management accounting.
Familiarity with investment accounting systems (e.g., ePAM), SVO ratings, and ERP tools.
Excellent communication, analytical, and organizational skills.
Haley Rizzo specializes in partnering with audit and finance professionals at leading organizations nationwide. For more information, please contact Haley at haley.rizzo@jcwgroup.com.
#J-18808-Ljbffr