Entity Controller

We have partnered with our client in their search for an Entity Controller, Statutory Accounting
Remote to lead statutory accounting, financial close, and regulatory reporting for a growing U.S. life insurance and annuity business.

This hands-on leader will establish scalable accounting processes and controls while supporting the transition to an independent finance infrastructure.

• Lead monthly, quarterly, and annual close activities for the insurance entity.
• Prepare and review quarterly and annual statutory financial statements, including the Life, Accident & Health Annual Statement, commonly known as the Blue Book.
• Oversee Blue Book schedules, exhibits, interrogatories, financial statement notes, supplemental filings, and supporting work papers.
• Ensure compliance with Statutory Accounting Principles, applicable regulatory requirements, and annual statement instructions.
• Coordinate regulatory filings and respond to requests from state insurance departments.
• Establish accounting policies, account reconciliations, close procedures, and internal controls.
• Develop accounting processes for annuity premiums, reserves, commissions, benefits, investments, and reinsurance.
• Reconcile general ledger balances to policy administration, actuarial, investment, and third-party administrator data.
• Support general ledger implementation, legacy data migration, and statutory reporting system development.
• Partner with finance, actuarial, investments, operations, technology, and external service providers.
• Support regulatory examinations, external audits, and product-launch readiness.

• Significant statutory accounting or controllership experience within life insurance, annuities, or retirement products.
• Demonstrated experience preparing or reviewing Blue Book annual and quarterly statements.
• Strong knowledge of U.S. insurance statutory accounting and regulatory reporting.
• Experience with insurance close processes, regulatory schedules, reconciliations, and internal controls.
• Understanding of accounting for reserves, premiums, commissions, benefits, investments, and reinsurance.
• Experience implementing or enhancing general ledger and statutory reporting systems.
• Ability to build processes and operate effectively in a hands-on, evolving environment.
• Strong technical accounting, analytical, leadership, and stakeholder-management skills.