Execute solutions to complex accounting and finance issues, with a focus on insurance-specific transactions and reporting.
Provide accounting and financial reporting support to insurance clients under US GAAP and Statutory (STAT) accounting frameworks.
Perform accounting research on complex insurance transactions, including reserves, DAC, reinsurance arrangements, and policyholder liabilities, and prepare clear technical memos.
Support clients with financial reporting, close processes, and regulatory requirements, including NAIC considerations.
Anticipate and address client concerns and resolve issues as they arise.
Collaborate across teams, including finance, accounting, and actuarial functions where applicable.
Assist in planning and executing engagements, including preparing workpapers.
Evaluate, design, and implement improvements to insurance finance and reporting processes.
Stay informed of insurance industry trends and emerging accounting guidance, including LDTI, and advise clients accordingly.
Contribute to the growth of the Insurance Accounting Advisory practice, including supporting business development efforts.

Bachelor’s or Master’s degree in Accounting, Business, Economics, or a related field required.
Minimum of 4-5 years of experience in public accounting (external audit or advisory), or Industry accounting/finance roles with a focus on insurance clients or insurance companies (life, P&C, or reinsurance).
Strong experience in Statutory (STAT) accounting.
Basic knowledge of US GAAP.
Demonstrated experience serving insurance industry clients.
Exposure to LDTI is a plus.
Ability to manage multiple competing priorities while maintaining strong communication with clients and internal teams.
Strong leadership and team development skills.
Excellent written and verbal communication skills, including technical accounting documentation.
Good to have (not mandatory): Certified Public Accountant license (CPA) is required.
Experience in Life Insurance.

Senior Accounting Advisory Consultant

Key skills