Description:
This position will be responsible for preparation of monthly, quarterly and annual statutory/regulatory financial statements. Responsible for investment accounting and various premium and intangible tax filings
Summary of Responsibilities:
· Prepare monthly, quarterly and annual statutory financial statements
· File supplemental schedules and reports to all the regulated states
· Review, record and reconcile investment portfolios for all entities
· Work with outside Investment Manager and CFO on investment portfolio
· Coordinate statutory audit conducted by outside CPA company
· Coordinate statutory audit conducted by state regulatory agencies
· Prepare premium tax report, franchise and excise tax return, intangible tax return, and unclaimed property reports
· Assist with preparation of month-end JE entries for GAAP reporting
· Other projects as requested
Education/Experience/Other Requirements:
· Bachelor's Degree in Accounting with 5-7 years experience
· Solid experience in both GAAP and statutory accounting and reporting
· Strong oral and written communications
· Ability to perform multi-tasks with minimal direct supervision
· Excellent working knowledge of personal computer, Microsoft Office products
· Strong analytical and problem-solving skills
Preferred Skills/Experience:
· Insurance, Statutory Accounting, month-end closing (GAAP reporting)
