Senior Analyst – Financial Reporting

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.

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Flexible work arrangements
• Professional development