Manage activities of the Annuity Product Financial Reporting for Capital Reporting, including supervisors and/or individual contributors.
Adapt department plans to address resource and operational challenges.
Operates mostly within their own function, but participates in cross-functional initiatives.
Understand and communicate directives from senior management.
Maintain quarterend/yearend calendars to ensure all tasks are completed on time and accurate.
Gather information and handle tactical questions for third party firms; complete or review issue papers and control memos.
Identify potential accounting issues/errors and escalate appropriately.
Create, submit and approve journal entries.
Prepare quarterend Management Powerpoint decks and present the deck in management review meetings.
Work with Annuity Actuaries for model data, for Capital Reporting, Forecasts and Budget.
Review, design and implement process and control improvements for Capital Reporting.
Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.

Bachelor’s degree in accounting or finance, or equivalent experience
Eight years of accounting/finance experience including three years of supervisory/management experience
Strong people management skills
Ability to effectively communicate, orally and in writing, to diverse audiences
Organizational and prioritization skills
Advanced computer skills in MS Office, Excel and financial business systems
Knowledge of assigned business area (e.g. investments, premiums, corporate finance)
Oracle Smartview, Power BI experience

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

Senior Specialist, Financial Analysis

Key skills