Manager - Financial & Operations Advisory
Listed on 2026-10-28
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Accounting
Accounting & Finance, Financial Compliance, Accounting Manager -
Management
Manager, Financial & Operations Advisory
We are looking for a Manager who can both lead projects and create work product. An insurance finance and accounting professional who manages a portfolio of diverse engagements, develops a team, and helps grow a new practice. You will be one of the core leaders shaping FOA's delivery model, client relationships, and culture during a period of rapid growth.
This role is built for someone entrepreneurial: you want to help win work, not just deliver it, and you want compensation that rewards the outcomes you drive. Strong performers will have a clear path to Senior Manager and beyond as the practice scales.
Johnson Lambert LLP is a national CPA firm with 40+ years of niche focus on the insurance and nonprofit industries. We work with 750+ insurance clients nationwide — spanning property & casualty, life, health, title, reinsurance, captives, and MGAs — and are the 5th largest auditor of P&C insurers in the U.S. Our professionals are active in the AICPA, NAIC, and IASA, keeping us close to the issues insurance leaders face every day.
Financial & Operations Advisory (FOA) is Johnson Lambert's newest practice area, built to complement our Audit, Tax, and Risk Advisory practices. FOA gives insurance organizations (and nonprofits) hands-on financial leadership, operational support, and technical accounting expertise sized to the situation, working inside the client's structure, with no ramp period.
Our promise is simple: "Insurance is hard. We can help." We step in when a key role goes dark, a new system doesn't know what the old one knew, new regulatory requirements land on a stretched team, growth outpaces finance, an audit surfaces control gaps, or a strategic project has budget and backing but no owner.
FOA is in a build-and-scale phase, with a three-year plan to grow revenue and the team substantially. Joining now means helping shape the practice, its offerings, templates, technology, and culture, not just staffing it.
Engagement Leadership & Delivery
- Lead multiple concurrent engagements across FOA practice areas — from interim Controller/CFO support and STAT/GAAP reporting to regulatory filings, reinsurance accounting, system implementations, and transaction support.
- Scope engagements and help draft proposals, Statements of Work, and fee estimates; manage budgets, staffing, timelines, and realization to targets.
- Serve as the primary day-to-day client contact; build trusted relationships with CFOs, Controllers, and finance teams.
- Perform and review complex technical work: STAT and GAAP financial statements, NAIC quarterly/annual statements, RBC and other regulatory filings, reinsurance accounting, reconciliations, and financial models.
- Research complex accounting and regulatory matters and author or review technical position memos citing authoritative guidance (NAIC SSAPs and AP&P Manual, ASC 944 and related Topics, and other applicable frameworks).
- Lead process, controls, and system improvement work, including current-state assessments, remediation of audit findings, and change management.
- Own quality: apply FOA's quality review framework and ensure deliverables are accurate, well-documented, and client-ready.
People Leadership
- Supervise, coach, and develop Senior Associates, Associates, Interns, and other resources; provide timely feedback and conduct performance reviews.
- Plan and balance team workloads across engagements; delegate effectively to drive efficiency and effectiveness.
- Help build FOA's onboarding and long-term training program and mentor team members toward advancement.
- Participate in recruiting and interviewing to grow the team.
- Model FOA's culture: fun, collaborative, and challenging.
Business Development & Practice Growth
- Identify and pursue new…
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