Senior Accountant, Statutory Financial Reporting

Statutory Financial Reporting Senior Accountant

We're a fast-growing, privately held insurance company on a path to become a leading U.S. retail platform. We believe every client and customer relationship holds the potential to grow into something greater—and the same is true for our people. As we grow, we're redefining how great talent connects with meaningful work—enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If you enjoy owning your work end-to-end, bring a strong eye for detail to deadline-driven reporting, and are energized by improving processes while partnering closely with finance and audit teams, you'll feel right at home here.

About the Role

We're looking for a detail-oriented Statutory Financial Reporting Senior Accountant to support the preparation of financial statements in accordance with NAIC Statutory Accounting Principles (SAP). This role is ideal for someone who takes ownership of their work, applies sound professional judgment, and proactively identifies opportunities to improve processes and reporting quality. Experience with external audits and life & annuity insurance companies is a strong plus.

What You'll Do

Statutory Reporting & Close Activities

• Prepare and record journal entries as part of the monthly, quarterly, and annual close
• Assist with the preparation of quarterly and annual statutory financial statements in accordance with NAIC SAP
• Maintain clear, organized support for reported balances and disclosures

Reconciliations & Data Integrity

• Perform reconciliations between general ledger balances and underlying source data
• Ensure accuracy, completeness, and consistency of financial information across reporting periods

Disclosures & Documentation

• Align disclosures and supporting documentation across multiple legal entities
• Ensure documentation meets internal standards and external reporting requirements

Process Improvement & Collaboration

• Identify opportunities to reduce manual processes and enhance existing reporting workflows
• Collaborate closely with members of the finance team to support compliance and reporting objectives

Audit & Ad Hoc Support

• Support external audits by preparing requested schedules, documentation, and explanations
• Take on additional responsibilities as needed to support the broader financial reporting function

Core Competencies

• Statutory Financial Reporting (NAIC SAP): Working knowledge of statutory accounting principles and experience supporting quarterly and annual statutory financial statements
• Close & Journal Entry Management: Hands-on experience preparing and recording journal entries as part of monthly, quarterly, and annual close cycles
• Reconciliations & Data Accuracy: Strong ability to reconcile general ledger balances to source data and identify variances or data issues
• Disclosure & Documentation Alignment: Experience maintaining organized support and ensuring consistency of disclosures and reporting documentation across entities
• Audit Support: Proven ability to partner with internal and external auditors by preparing schedules, documentation, and clear explanations
• Process Improvement Mindset: Proactive in identifying opportunities to reduce manual effort, streamline reporting processes, and improve controls
• Analytical & Problem-Solving Skills: Strong analytical approach with the ability to exercise professional judgment and resolve reporting issues independently
• Advanced Excel Capabilities: High level of proficiency using Excel to support reconciliations, analysis, and financial reporting
• Collaboration & Communication: Clear communicator who works effectively with cross-functional finance partners under deadline-driven environments

What You Bring

• Bachelor's Degree in Accounting
• Strong attention to detail, even under tight reporting deadlines
• Ownership mindset with a continuous improvement orientation
• Well-developed analytical, organizational, and problem-solving skills
• Advanced proficiency in Excel
• Clear and effective written and verbal communication skills
• 2+ years of relevant professional experience
• Experience preparing financial statements and supporting financial reporting processes
• Working knowledge of NAIC Statutory Accounting Practices (SAP)

What We Offer

• A collaborative, inclusive environment that values authenticity, accountability, and partnership
• The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what's next
• A variable compensation package with a base range of $90K-$110K
• A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance
• Hybrid work arrangement with 3 days a week in office

At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.

We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.