Senior or Statutory Accountant

Statutory Reporting and Insurance Accounting

• Prepare and review the quarterly and annual statutory financial statements (NAIC Annual Statement), including all supporting schedules, exhibits, and supplemental filings, in accordance with NAIC Statutory Accounting Principles (SAP).
• Complete multi‑state filing deliverables and coordinate state Department of Insurance submissions to ensure insurance licensure requirements are met in each state in which the company operates.
• Prepare premium tax returns, state assessments, and Risk‑Based Capital (RBC) calculations and related solvency and regulatory reporting.
• Lead and perform month‑end and year‑end close processes, statutory and GAAP financial reporting, account reconciliations, premium and claims accounting, regulatory filings, and internal control compliance.
• Prepare and record journal entries for monthly, quarterly, and annual accounting processes.
• Reconcile general ledger accounts, bank accounts, and investment accounts.
• Maintain supporting schedules and documentation for balance sheet accounts.
• Prepare monthly financial statements and management reports.
• Analyze financial data and investigate account variances or discrepancies.
• Serve as a key contact for external auditors, actuaries, and state regulators and examiners, preparing requested schedules and responding to inquiries.
• Work closely with underwriting, claims, reinsurance, and operations teams to ensure accurate financial reporting and regulatory compliance.

• Review and process vendor invoices and employee expense reports.
• Assist with cash management activities and bank reconciliations.
• Monitor outstanding receivables and payables.
• Support treasury and investment accounting activities.

• Bachelor’s degree (B.A./B.S.) in Accounting, Finance, or a related field.
• 3+ years’ relevant accounting experience, including required property and casualty (P&C) insurance experience, with direct exposure to statutory financial reporting.
• CPA, or active progress toward CPA, preferred.

• Strong understanding of accounting principles and financial reporting.
• Knowledge of insurance accounting practices and terminology, including NAIC Statutory Accounting Principles (SAP) and annual statement preparation.
• Proficiency in Microsoft Excel, including pivot tables and advanced formulas.
• Experience with accounting and ERP systems (experience with FIS statutory reporting / annual statement software a plus.)
• Strong analytical and problem‑solving skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines.
• Ability to read and understand technical forms and financial reports.
• Strong written and verbal communication skills, including the ability to present complex ideas clearly to both technical and non‑technical audiences and to communicate effectively with employees and the executive leadership team.

• Statutory insurance accounting.
• Premium and commission accounting.
• Claims accounting and loss reserve analysis.