Director, Reporting - Investments

A top Investment Solution firm in Boston is seeking a Director of Reporting for their Investment team due to organizational growth. This role offers a strong base and an excellent bonus! It will be a hybrid position out of their office in Boston. The ideal candidate will have solid experience with Insurance and or Statutory and GAAP.

Responsibilities

• SPOC for reporting matters related to Investment & related assets & liabilities
• Leadership and collaboration with Financial Reporting team, extended Controller organization, Investment Operations, Reporting, and other stakeholders and responsible to provide timely, accurate, complete & insightful data analysis, reporting & presentation
• Lead the team and design, implement and execute roles and responsibilities of the department
• Coach, mentor, train and positively engage the team and stakeholders for cohesive reporting strategy for the Controller & CFO organization
• Oversight our NAIC regulatory reporting including NAIC Schedules (schedule A, B, D, E etc) and STAT financial statement, notes to the financial and related work for all insurance companies
• Oversight of US GAAP of consolidated and subsidiaries financials & notes
• Review and oversight of internal Quarterly Management Report and other monthly reports
• Ensure appropriate presentation and completeness of all reporting deliverables and timely execution of internal controls and liaison & coordination of PBCs & audit workpapers & queries
• Oversight of GAAP, STAT, TAX & other accounting basis of reconciliation framework & controls
• Oversight of consolidation, foreign exchange & translation, Non-Control Intertest,
• Lead team for timely and accurate monthly \ quarterly \ annual closes related
• Monitors, market, industry and peers’ trends in financial reporting as it relates to insurance industry and cohesively transmit to the CFO group
• Lead and participate in re-engineering & improvement projects for Credit & Valuation
  
  

Qualifications

• 8 years of experience in STAT, US GAAP & management reporting in insurance industry
• Bachelor’s degree in finance or business or related field
• CPA is preferred
• Experienced with Data Analytics, big data & trends with presentation and reporting
• Experienced with multi-layer consolidation, matrix organization, and best practices
  
  

Base- $140K-$165K

Hybrid

KBW789