Specialist Accounting - Escheat Operations

Job Description Summary

Would you thrive in an inclusive work environment where you can lead, adapt and innovate? Do you want to invest in yourself and work in an environment of problem solving, collaboration and learning? If you’re ready to lead in a technology-enable, digitally focused organization, where Controllership is a captivating and respected career, we want to hear from you!

As a Specialist, you’ll plan, coordinate and perform the most complex accounting functions. We’ll count on you to acquire, assemble, evaluate, interpret, record and analyze financial data of all types and sources ultimately utilized in the preparation of financial documents for various regulatory and statutory authorities and for internal management of all levels.

• Performs a lead role in establishing and implementing of new or revised accounting policies and procedures.

• Prepares and analyzes the most sophisticated financial and regulatory statements for the company(ies) and/or business areas assigned.

• Develops and submits sophisticated accounting and financial transactions required to ensure accurate reporting.

• Ensures the completeness and accuracy of all reports, forms and data provided to internal and external clients/customers.

• Recommends management actions or alternatives when the analysis of financial documents discloses unfavorable trends, situations or deviations.

• Keeps informed of changes to GAAP and/or STAT regulatory requirements which ultimately impact the submission of statements, reports and other financial data.

• Recommends changes to area(s) of responsibility that would enhance, improve or facilitate job performance, processing or workflow.

• Leads the development and design of new and enhanced systems and processes, under general guidance, within the assigned area(s).

• Prepares and analyzes the most complex pro forma financial data required for compliance with new requirements.

• Assists management in applying financial data and analysis to solve administrative and operating problems.

• Prepares state and supplemental reporting requirements.

• Prepares complex financial information to provide to internal and external auditors, IRS, state examiners and other regulatory agencies.

• Prepares special reports and presentations.

• Serves in a group leader capacity to other accountants on selected projects.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Accounting Manager or Director.

Education: Undergraduate studies in accounting, finance or business administration; accounting major and degree preferred.

License/Certification/Designation: Progress towards CPA preferred.

Experience: Four to six years of related accounting experience; insurance experience preferred.

Knowledge, Abilities and

Skills:

GAAP and/or STAT knowledge and/or functional business area regulatory requirements. Complex financial statement preparation, including consolidation of companies/subsidiaries. Principles of taxation and the related impact on financial statement preparation. Accounting and/or business computer systems. Company organizational structure and products and services. Verbal and written communication skills for internal/external contacts. Ability to analyze, discover and solve accounting problems, to interpret financial documents and data and to analyze and interpret legal requirements.

Project management skills. Ability to interpret changes in financial reporting and legal requirements relative to the impact on financial statement preparation and to the formulation of company or business area policies and procedures. Ability to effectively operate a personal computer and related software using advanced techniques. Ability to apply…