Manager, Financial Reporting

Overview

Why join?

Join us in revolutionizing an entire industry's customer engagement. We prioritize human connection through technology. If you're driven by purpose and want to make a meaningful impact on people's lives, this is the place for you. Our team challenges norms with the support of a trusted American brand.

• Purpose: A leading professional services firm found that AAA Life associates demonstrate some of the highest levels of commitment, empathy, and dedication when compared to top U.S. companies in a benchmark analysis.
• Growth: We have the privilege to offer our products to tens of millions of Americans that make up the AAA member base
• Focus is on “working families”, “everyday Americans”, “ordinary citizens”, “mainstream population” “average income households”, providing life insurance products that truly impact people's lives (more information will be provided in the interview).
• Team (Culture): USA Today named us a 2024 and 2025 top US workplace
  
  

Who are we looking for?

The Manager, Financial Reporting is a leader in the organization managing internal management financial reporting and external regulatory financial reporting, financial recordkeeping, tax reporting, reporting of performance measures including key non-financial data, and maintenance and development of all financial reporting. They will assist in providing financial counseling, guidance, and information to AAA Life Alliance management.

Responsibilities

How will you contribute?

• Responsible for the preparation and analysis of AAA Life Alliance financial reports and fiscal records and all internal and external management reporting.
• Manages the development, analysis and interpretation of statistical and accounting data to appraise profitability.
• Responsible for the preparation of financial reports and projections for the Operating Committee and the Board of Directors.
• Maintains business relationships with internal business personnel, external auditors, insurance examiners, and other regulatory groups to exchange information and resolve issues and questions.
• Has ownership of the corporate ledger and is a technical resource for the Company and contributes to the development of best-in-class accounting processes.
• Manages chart of accounts and other hierarchies, writing reports, and coordinating with appropriate technical resources to ensure automated feeds are functioning properly without exception.
• Partners with various business partners across the Company to develop accounting infrastructure related solutions. Is committed to delivering high quality, long-lived financial systems that maximize the Company’s efficiencies.
• Determines overall work assignments and projects for the Financial Reporting team. Ensures that adequate resources are available and have the skills to attain current and planned goals.
• Manages the team’s processes related to the talent acquisition, training and development, and coaching and counseling, ensuring the attainment of department objectives in support of the Company’s strategic initiatives.
• Inspires, motivates, and mentors Financial Reporting team, ensuring consistency and best practices are utilized.
• Provides regular, consistent, and meaningful information. Listens carefully to others and ensures messages are understood. Keeps communication professional and positive. Collaborates and shares important matters with the team and all other appropriate parties.
• Supervises team in the timely completion and submission of all statutory reporting requirements including annual state and supplemental filings.
• Assists in the development and implementation of corporate policies, objectives and standards. Ensures that proper accounting controls are instituted and documented for all Financial Reporting systems.
• Responsible for researching and implementing new developments in GAAP and statutory accounting pronouncements that impact AAA Life businesses.
• Works with the Actuarial Department to review financial results.
• Analyzes Financial Statements and provides summarization of significant items.
• Analyzes and appraises the operating results of Financial Reporting, develop innovative approaches to improve accuracy, operating effectiveness, enhance procedural flow and resolve complex problems.
• Responsible for maintaining compliance with all laws and regulations that govern the business processes in the department.
• Performs ad hoc requests as needed to support the Finance, Accounting and Tax reporting functions.
  
  

Qualifications

What do you offer?

• Bachelor Degree in Accounting, Finance, Business Administration or related field. Candidates with a CPA or MBA or who have their FMLI designation are preferred.
• Minimum 3 years’ experience in a management position.
• Experience to include a minimum of 5 years in the following areas:
• Analysis and development of statistical and financial data for utilization in the formulation of recommendations and reports
• Evaluation and interpretation of applicable legislation relating to insurance regulation
• The preparation of financial statements, including statutory and GAAP bases for insurance companies
• Assessment of internal controls
• Working with regulatory bodies
• Statutory accounting
• Knowledge of:
• PC software applications
• General ledger and financial reporting and analysis software packages
• Statutory and GAAP accounting for life insurance
• Experience Preferred:
• Using technology to improve the overall efficiency of an organization
• Working in Financial Reporting or in a related position
• Communicating and providing financial information to internal and external auditors
• Working with insurance accounting, in particular life insurance accounting
  
  

What can we offer?

• Enjoy a hybrid work environment that promotes work-life balance.
• Comprehensive medical, dental, and vision coverage starting from your first day.
• Employer 401k match and employer contribution to a pension plan.
• Generous PTO and paid parental leave to support your family needs.
• Opportunities for associate engagement in various social programs and community involvement initiatives backed by the company.