Corporate Finance​/Planning & Forecasting - STAT Reporting

Senior Analyst - Life & Annuity STAT Reporting Role Overview

Our client is seeking a Life & Annuity STAT Reporting Senior Analyst to support and execute statutory close and reporting activities for Life & Annuity legal entities within a complex insurance organization. This role is heavily focused on day-to-day statutory accounting execution, regulatory compliance, and high-quality financial reporting, with opportunities to contribute to process improvements over time.

The Senior Analyst will play a critical role in preparing and analyzing statutory financial results, supporting regulatory filings, and partnering closely with Actuarial, Investments, FP&A, and Corporate Accounting to ensure accurate, timely, and well-controlled STAT reporting. This role is well suited for a strong statutory practitioner who enjoys hands-on ownership, technical depth, and operating within a structured close environment.

• Support monthly and quarterly STAT close and reporting processes for Life & Annuity legal entities.
• Prepare NAIC statutory financial statements, schedules, footnotes, and supporting work papers.
• Analyze and reconcile STAT balances related to reserves, DAC, reinsurance, investments, surplus, and capital.
• Perform variance analysis and document key drivers of period-over-period movements.
• Coordinate inputs and dependencies across Accounting, Actuarial, Investments, and FP&A to meet close timelines.

• Apply NAIC statutory accounting guidance (SSAPs) and state-specific regulatory requirements in day-to-day reporting.
• Partner with Actuarial to understand reserve movements, assumption updates, and statutory impacts.
• Support regulatory filings, state DOI inquiries, and external audit requests.
• Assist with assessing and implementing new or updated statutory guidance.

• Execute SOX / MAR controls related to statutory reporting.
• Prepare audit-ready documentation, reconciliations, and supporting analyses.
• Respond to internal and external audit requests and support issue remediation efforts.
• Maintain clear documentation of processes, assumptions, and key judgments.

• Identify opportunities to streamline reporting activities, reduce manual adjustments, and improve data accuracy.
• Support incremental improvements to close processes, reconciliations, and reporting workflows.
• Provide input on system enhancements or reporting tools used in statutory reporting.

• Work closely with Statutory Accounting, Actuarial, Investments, FP&A, and Corporate Finance partners.
• Communicate statutory results, issues, and analyses clearly to both technical and non-technical stakeholders.
• Support broader finance initiatives by providing statutory data and insights as needed.

• 5-8+ years of experience in statutory accounting or financial reporting within Life & Annuity insurance.
• Solid working knowledge of NAIC statutory accounting principles (SSAPs) and Life & Annuity products.
• Experience supporting STAT close processes and regulatory filings.
• Familiarity with operating in a SOX / MAR environment.
• Strong analytical skills, attention to detail, and ability to manage competing deadlines.

• Bachelor's degree in Accounting, Finance, or related field; CPA preferred.
• Experience with statutory reporting and close tools (e.g., Workiva, Oracle Financials, SAP, People Soft).
• Experience partnering with Actuarial and Investment Accounting teams.
• Exposure to multi-entity or complex Life & Annuity organizations.
• Interest in process improvement and reporting efficiency initiatives.

About Korn Ferry

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