Head of Financial & Regulatory Reporting Team

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Full Time Lincoln, NE, US

4 days ago Requisition

Salary Range: $ To $ Annually

Who are we?

American Life Financial Partners LLC is one of the fastest growing private retail annuity companies in the U.S. owned by Antarctica Capital since December 2023, our focused suite of product and distribution partners have propelled growth in FIA and MYGA annuities. The CFO department covers tax, treasury operations, investment accounting, FP&A, actuarial and Controller divisions. CFO is investing in people, process, and Oracle ™ technologies to be “a step ahead” of customer needs with a collaborative and culture of mutual respect.

Head of Regulatory and Financial Reporting Teams

This position is a senior‑level finance leader responsible for managing all accounting and financial reporting functions across multiple business functions (Cash, Accrual, Statutory, U.S. GAAP and Tax) within four diverse teams organized by our key entities (ALFP LLC; ALSC; Reinsurers; SENECA RE). This position ensures accurate financial statements, reinsurance settlements, STAT to GAAP to Tax reconciliations, supports and updates internal controls with changing risks found by ERM, and ensures compliance with accounting standards, reinsurance treaties, and regulatory requirements.

This role interfaces directly with internal and external auditors and plays a key role in driving consistency, efficiency, and transparency across all entities and serves as a strategic partner to executive leadership.

Key Responsibilities:

• Lead, own, run and improve the monthly, quarterly, and annual close process with a focus on actionable Statutory income, capital & surplus, GAAP, tax, cash/accrual. Move to a hard close for all aspects of financial and statistical data (footnotes).
• Set a clear, engaging, and inspiring future state regulatory reporting and analysis data, business outcomes, IT application, and IT infrastructure with Oracle ™ at the core of technology stack.
• Lead the preparation of STAT, GAAP and reinsurance consolidated monthly, quarterly, and annual financial statements for the organization, reinsurance captives, rating agency and other customers.
• Proactive outreach to internal and external customers. Demonstrate understanding of levers and drivers. Collaborate with FP&A to link actuals to plan, budget, and forecasts.
• Staff, manage and QA/QC all preventative, detective, and corrective controls across the end-to-end ecosystem. Work with IT to evolve manual detective controls into automated preventative controls.
• Redesign and build ORACLE ™ Account Reconciliation Cloud Service (“ARCS”) to link ledger to sub ledgers, improve aging of accounts/transactions and consistent application of the corporate reconciliation policy. Train users to both reconcile and certify quarterly results.
• Manage the preparation of internal management reports, including variance analysis and other key performance indicators. Make robust analytics a Key Control of the close process.
• Ensure that all financial reporting is accurate, complete, and submitted on time. Identify, build, and deploy process improvements for a 10% efficiency gain quarterly in year 1.
• Ensure all reporting complies with NAIC Statutory Accounting Policy & Procedure manuals, U.S. GAAP, FASB, NE and VT regulations and other organizational contracts (e.g., reinsurance treaties, loan covenants, etc.).
• Review and analyze financial results across the ALFP LLC holding company, life insurers, and reinsurance captives to identify trends, issues, and opportunities.
• Prepare and present reporting packages to senior leadership and external stakeholders – including “camera ready” audit committee and Board slide with Head of FP&A.

Multi-Entity and Reinsurer Accounting Oversight

• Oversee the accounting operations (cash, accrual, STAT, GAAP, TAX) by entity, product, and reinsurance treaty segment (MODCO, CO FWH, Trust), ensuring standardization and accuracy across each with business analytics.
• Ideate, curate, and iterate MOR…