Director of Financial Reporting

JCW is seeking an experienced Director of Financial Reporting to lead regulatory reporting across statutory accounting and oversight for a growing insurance investment platform. This high-visibility role partners closely with finance, operations, compliance, and investment teams, as well as external regulators and industry bodies. The Director will oversee statutory filings, sub-ledger accuracy, and regulatory reporting for investment portfolios, ensuring full compliance with applicable accounting standards.

This role is ideal for someone passionate about technical accounting, industry engagement, and cross-functional leadership. Hybrid work arrangement: 3 days in-office, 2 days remote.

• Lead preparation and review of statutory filings, schedules, and disclosures.
• Interpret and implement new statutory accounting guidance and regulatory updates.
• Represent the organization in industry and regulatory forums (ACLI, NAIC, SVO, NASVA) and contribute to investment-related accounting discussions.
• Act as a key liaison to internal and external stakeholders, providing insights on the regulatory treatment of assets under management.
• Conduct technical accounting research and provide guidance on emerging pronouncements.
• Manage and mentor a team of onshore and offshore investment accounting professionals.

• Bachelor’s degree in Accounting, Finance, or related field; CPA or MBA strongly preferred.
• Deep expertise in U.S. statutory accounting principles (SAP) and insurance investment accounting.
• Proven leadership experience in insurance or investment management accounting.
• Familiarity with investment accounting systems (e.g., ePAM), SVO ratings, and ERP tools.
• Excellent communication, analytical, and organizational skills.

Haley Rizzo specializes in partnering with audit and finance professionals at leading organizations nationwide. For more information, please contact Haley at