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Director of Accounting

James Oliver

A growing life & annuity insurance platform is looking to add an Assistant Controller to its corporate accounting leadership team. This is a highly visible role sitting close to the Controller and broader Finance leadership, supporting both GAAP and STAT reporting across a complex insurance balance sheet.


The business has a strong focus on retirement and annuity products, a modernizing finance function, and ongoing investment in process improvement, systems, and transformation initiatives.


This is a great opportunity for someone who wants to step into a true controllership role within a fast-evolving insurance environment, with ownership across close, reporting, controls, and cross-functional partnership with Actuarial, Reinsurance, Investments, and FP&A.

What you'll be doing

  • Lead and support monthly, quarterly, and annual close processes (GAAP & STAT)
  • Oversee financial reporting deliverables, including internal and external reporting requirements
  • Review journal entries, reconciliations, and flux analysis for accuracy and completeness
  • Partner closely with Actuarial, Reinsurance, FP&A, and Investments on financial results
  • Support STAT reporting, NAIC filings, and insurance regulatory requirements
  • Assist with audit coordination (external audit + internal controls environment)
  • Play a key role in SOX / MAR control execution and ongoing governance
  • Support transformation initiatives including ERP/reporting enhancements and process automation
  • Provide guidance and oversight to accounting team members and workflows
What they're looking for

  • CPA strongly preferred
  • 7-12 years of progressive accounting experience
  • Strong background in life insurance, annuities, or broader insurance accounting
  • Deep understanding of GAAP + STAT (NAIC) reporting
  • Prior Big 4 / public accounting experience a plus
  • Experience working in a SOX-controlled environment
  • Someone who's hands-on, detail-oriented, and comfortable in a fast-paced close cycle
Why this role stands out

  • Direct exposure to Controller and senior Finance leadership
  • Broad scope across reporting, controls, and transformation
  • Strong emphasis on modernization and process improvement
  • High visibility across multiple insurance operating entities
  • Clear opportunity to grow within a scaling platform

If this sounds like it could be relevant, feel free to reach out for a confidential conversation.


Dylan McGorisk
[email protected]
Vacancy posted 2 days ago
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