Consultant, Investments and Footnotes Financial Reporting Advisor
Core
Lead planning, preparation, and review of complex federal, state, and local statutory financial statements, tax returns, and regulatory disclosures for a Fortune 100 insurance company.
Role type
Senior IC financial reporting consultant (statutory & GAAP)
Builds
Statutory financial statements, tax returns, regulatory disclosures, and internal controls
Domain
Insurance / Financial Reporting / Regulatory Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
GAAP and Statutory accounting, complex financial statement preparation, consolidation, financial/statistical analysis, principles of taxation, project management, regulatory research
Preferred skills
CPA or industry designation (CPCU, IIA, FLMI), 5+ years in public accounting or insurance, familiarity with Oracle/OACS, Hyperion Essbase, Workiva
Technologies
Oracle/OACS, Hyperion Essbase, Workiva
Responsibilities
Lead planning and review of statutory financial statements and tax returns; coordinate development of new reporting systems and processes; manage financial pre-close and close discussions; supervise less experienced staff and offshore contractors; research and counsel senior management on industry reporting practices; prepare audit evidence for external auditors and regulators.
Seniority
Senior, hands-on IC with leadership responsibilities
