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Senior Accountant

Oliver James, Charlotte, NC, United States


Oliver James have been engaged to embark on the search of a Senior Reporting Accountant. This role will support the delivery of regulatory and financial reporting while driving improvements across reporting processes and controls within a complex insurance environment.

The client operates in the life insurance and reinsurance industry. This is an excellent opportunity to join a highly active platform involved in large-scale reinsurance transactions, offering strong exposure to regulatory reporting, cross‑functional collaboration, and ongoing business transformation initiatives.

Key Responsibilities

Support the preparation of financial statements and regulatory filings

Coordinate quarterly and annual reporting cycles

Support completion of NAIC filings, including "Blue Book" reporting and state-specific requirements

Perform account reconciliations, journal entries, and analytical reviews of financial data

Partner with internal stakeholders (finance, actuarial, legal)

Assist with rating agency submissions and regulatory inquiries from insurance departments

Assist with the enhancement of internal controls in line with SOX and broader governance frameworks

Support audits and examinations by external auditors and regulators

Contribute to process improvement, system enhancements, and integration efforts tied to transactions or system changes

Qualifications

Bachelor's degree in Accounting, Finance, or related field; CPA or progress toward CPA preferred

~2-8 years of experience within insurance or financial services, with a focus on statutory reporting

Strong understanding of US Statutory accounting; exposure to US GAAP or IFRS is a plus

Familiarity with financial close processes, reconciliations, and financial analysis

Ability to manage multiple deadlines and work effectively in a fast-paced environment

Strong communication skills with the ability to collaborate across teams and interact with external stakeholders

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