Job Summary
Supports the Senior Receivership Controller and carries substantial responsibility for preparation, execution, and analytical accounting work across estate accounting and the ORO / ORIF close environment. Written as a deputy controller / emerging controller role.
Essential Functions
- Own detailed estate accounting preparation, including complex reconciliations, schedules, workpapers, and support packages used in reporting, distributions accounting, and audit/tax support.
- Own controlled execution of estate financial processes, including analytical accounting and support for estate-level reporting cycles.
- Own ORO / ORIF close-cycle support, including preparation of schedules, allocation support, workpaper development, and analytical support under direction of the Senior Receivership Controller.
- Provide financial analysis and accounting support related to reinsurance, recovery schedules, distributions, and other high-complexity accounting workflows.
- Provide takeover accounting support, including account transfer work, record cleanup, reconciliation of inherited balances, and establishment of orderly accounting processes during commencement and stabilization.
- Maintain organized workpapers, support folders, and reconciliation evidence for internal and external review.
- Assist with tax and audit deliverables, year-end support, and specialized financial analysis as assigned.
- Support development of repeatable accounting procedures and improved close discipline.
Knowledge/Skills/Abilities
Strong accounting, reconciliation, analytical, Excel, workpaper, and documentation skills; ability to manage multi-entity deadlines and support sophisticated financial reporting in a regulated setting.
Minimum Qualifications
Education: Bachelor’s degree in Accounting, Finance, or related field.
Experience: Demonstrated experience in Statutory Accounting Practice required, preferably in an insurance carrier, receivership, runoff, or other regulated financial environment. Meaningful experience performing accounting work in multi-entity, regulated, legal-financial, insurance, or similarly complex environments required.
Preferred: Experience with investment accounting, allocations, audits/tax folders, estate or insolvency accounting, and advanced Excel modeling.
Licenses/certs (if any): CPA candidacy or equivalent professional development may be preferred but not required.
Supervisory Responsibilities
May direct junior accounting support or coordinate workflow of assigned support staff; generally operates as lead preparer/reviewer beneath Controller authority.
Working Conditions
Office environment with deadline-driven close work, high-volume reconciliations, and detailed document review; periodic extended hours during closing, audit, tax, or takeover periods.
Performance Measures (examples)
Timeliness and accuracy of reconciliations and workpapers; support quality for close cycles and financial reporting; audit preparedness; quality of analytical support; effectiveness of takeover accounting support.
Pay: $85,000.00 - $92,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Travel reimbursement
- Tuition reimbursement
- Vision insurance
Experience:
- Statutory Accounting Principles: 5 years (Preferred)
Work Location: In person
