Oliver James · 9 hours ago
Controller – Life Insurance
Oliver James is partnered with a rapidly growing, well-capitalized life insurance carrier that is building out a modern fixed annuity platform. The organization is seeking a Controller to take ownership of financial reporting processes, systems buildout, and team leadership, playing a foundational role in the development of its finance function.
Staffing & Recruiting
Responsibilities
Lead U.S. statutory financial reporting for multiple life and health insurance entities
Build and maintain GAAP accounting processes alongside statutory reporting within the general ledger
Contribute to consolidated group reporting
Manage and develop an accounting team while remaining hands-on with close, reconciliations, journal entries, and financial statements
Partner closely with actuarial, operations, asset management, and commercial teams
Own audit management and accounting policy development
Communicate complex accounting topics clearly to non-technical stakeholders
Qualification
Required
Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related discipline
10+ years of accounting experience within the U.S. insurance industry (life/health preferred)
Strong ERP experience (NetSuite, Oracle, SAP, QuickBooks, etc.; Sage exposure a plus)
Solid understanding of U.S. GAAP for life insurers (ASC 944, ASC 825, LDTI exposure preferred)
Highly organized, adaptable, and comfortable in a build-out or start-up environment
Preferred
Experience preparing and reviewing statutory financial statements (“Blue Books”) strongly preferred
Reinsurance experience is a plus
Prior people management experience preferred
CPA designation is advantageous but not required
Company
Oliver James
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