Senior Associate - Financial & Operations Advisory

THE OPPORTUNITY We are looking for a Senior Associate who gets things done. A technically strong insurance accounting professional who produces high-quality deliverables, owns smaller projects end to end, and wants a clear path to Manager. You'll work directly with FOA leadership on a wide range of client challenges across STAT and GAAP reporting, regulatory filings, reinsurance, reconciliations, and system and process projects.

This role suits someone who is entrepreneurial, curious, and energized by variety: no two engagements look the same. If you want your compensation and advancement to reflect the outcomes you deliver, this is the place to build that career.

ABOUT JOHNSON LAMBERTJohnson Lambert LLP is a national CPA firm with 40+ years of niche focus on the insurance and nonprofit industries. We work with 750+ insurance clients nationwide — spanning property & casualty, life, health, title, reinsurance, captives, and MGAs — and are the 5th largest auditor of P&C insurers in the U.S. Our professionals are active in the AICPA, NAIC, and IASA, keeping us close to the issues insurance leaders face every day.

ABOUT FOAFinancial & Operations Advisory (FOA) is Johnson Lambert's newest practice area, built to complement our Audit, Tax, and Risk Advisory practices. FOA gives insurance organizations (and nonprofits) hands-on financial leadership, operational support, and technical accounting expertise, sized to the situation, working inside the client's structure, with no ramp period.

Our promise is simple: “Insurance is hard. We can help.” We step in when a key role goes dark, a new system doesn't know what the old one knew, new regulatory requirements land on a stretched team, growth outpaces finance, an audit surfaces control gaps, or a strategic project has budget and backing but no owner.

FOA is in a build-and-scale phase, with a three-year plan to grow revenue and the team substantially. Joining now means helping shape the practice, its offerings, templates, technology, and culture, not just staffing it.

WHAT YOU'LL DOClient Delivery & Technical Production Perform STAT (NAIC SAP) and GAAP accounting and financial statement analysis in a variety of situations. Research accounting and regulatory questions and draft technical memos citing authoritative guidance (NAIC SSAPs, ASC 944 and related Topics).Document current-state processes and controls and help design and implement improvements, automations, and system conversions.

Prepare journal entries, account reconciliations, ledger clean-ups; resolve premium, commission, loss, and agent/broker reconciliation differences with clients.

Prepare assumed and ceded reinsurance accounting support, settlement calculations, and bordereaux data validations.

Prepare statutory quarterly and annual statement filings using annual statement software.

Assist with regulatory filings and calculations such as RBC, GCC, UCAA applications, and state-specific data calls, among others.

Build and maintain pro forma financial statements, budgets, forecasts, liquidity/cash flow models, and KPI or management reporting packages.

Project Ownership Manage smaller engagements or work streams end to end: plan the work, track budget-to-actual hours, meet deadlines, and communicate status to clients and FOA leadership.

Serve as a day-to-day point of contact for client finance staff on assigned projects.

Delegate and review work performed by Associates, Interns and other resources; provide clear instructions and constructive feedback.

Identify scope changes and additional client needs and escalate them as potential follow-on opportunities.

Practice Building Contribute to FOA's template library (reconciliation workbooks, proformas, RBC/UCAA templates, engagement checklists) and…