Charlotte, North Carolina, United States of America
Full Time
2 hours ago
$73,300 - $103,000 USD
Visa Sponsor
Key skills
Communication
About this role
Role Overview
Responsible for compilation of financial statement footnotes for NAIC reporting and the audited statutory financial statements ensuring compliance with required disclosures.
Maintain knowledge and familiarity with Statutory Accounting Principles to assist in analysis.
Supports NYSDFS inquiries, Industry Rating Agency Surveys, NAIC Management’s Discussion and Analysis, and other key regulatory reports.
Responsible for the completion of the TIAA quarterly fluctuation reports used by key stakeholders.
Perform analytical procedures over quarterly reports including researching and resolving identified issues and documenting key drivers of financial results.
Assist with the preparation and delivery of various other formal and ad hoc reporting requests.
Maintain key business partner relationships to assist in research of key financial fluctuations.
Maintain controls and documentation over the financial reporting processes and work with both internal and external audit teams.
Support external auditor requests.
Collaborate with and provide guidance to offshore team members to ensure timely and accurate completion of deliverables.
Requirements
3+ years of relevant experience in financial reporting or a related field.
Proven experience in financial statement preparation and reporting.
Experience in analytical reviews of financial statements.
Demonstrated ability to work cross-functionally within a large organization.
Organizational skills with the ability to manage multiple priorities and deadlines simultaneously.
Proficiency in Microsoft Office tools, including Word, Excel, PowerPoint, OneNote, and SharePoint.
Strong written and verbal communication skills with the ability to present financial information clearly to diverse audiences.
Experience working with internal and external auditors.
Experience with Workiva reporting software.
Knowledge of Insurance Statutory Accounting.
Knowledge of the annuity insurance and/or reinsurance industry is a plus.
Certified Public Accountant (CPA) or actively pursuing CPA.