What are the responsibilities and job description for the Accounting Controller / Head of Financial Reporting position at Oliver James?
Head of Financial Reporting & Controllership
Location: New York, NY or Omaha, NE
Reports To: Chief Executive Officer
Industry: Life (Re)Insurance
The Opportunity
A fast-scaling life/annuity insurance platform backed by a top-tier investment firm is building a next-generation M&A insurance company. They are seeking a strategic, execution-driven Head of Financial Reporting & Controllership - a senior leader who can own the full statutory and regulatory accounting reporting agenda while helping shape the finance team.
This is not a "maintenance" role - it's a build, design, and lead mandate. You'll work directly with the CEO and senior leadership on financial reporting, capital deployment, regulatory strategy, and the financial systems and controls underpinning a multi-entity insurance platform.
What You'll Do
- Lead the full statutory close, reporting, and regulatory filing process across multiple U.S. insurance entities.
- Oversee Blue Book reporting, statutory audits, and all aspects of financial controllership with precision and discipline.
- Partner directly with executive leadership on capital planning, reinsurance structures, and investment strategy.
- Build and refine accounting infrastructure, systems, and processes to support rapid scale.
- Oversee asset schedules, investment reporting, and reinsurance accounting with a focus on performance and compliance.
- Serve as a key contact with regulators, auditors, and rating agencies - driving trust and transparency.
- Mentor and grow a high-caliber finance team, instilling a culture of ownership, accountability, and excellence.
What You Bring
- 10 years of progressive finance leadership experience within insurance, reinsurance, or financial services.
- Deep technical knowledge of US STAT, US GAAP, and regulatory frameworks.
- Strong background in statutory financial reporting, M&A integration, and reinsurance accounting.
- CPA, MBA, or CFA preferred.
- Hands-on yet strategic - equally comfortable rolling up your sleeves as you are presenting to the board.
- Proven ability to operate in high-growth, high-expectation environments with tight deadlines and evolving priorities.
Why This Role
This is a rare opportunity to step into a CFO-caliber seat at a company backed by institutional capital and led by executives with deep roots in investment management and insurance.
Interested?
To be considered please apply using the prompts provided or alternatively, please reach out to Chris Dodds at Oliver James chris.dodds@oliverjames.com
Salary : $160,000 - $250,000
