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KBW Financial Staffing & Recruiting

Director, Reporting - Investments

KBW Financial Staffing & Recruiting, Boston, Massachusetts, us, 02298

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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

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