Russell Tobin · 1 day ago
BSA with Accountant
West Des Moines, IA
Contract
Onsite
Mid, Senior Level
$50/hr - $50/hrRussell Tobin is seeking an Accounting BSA with expertise in accounting systems and the insurance domain to enhance process optimization and data integrity across finance and insurance operations. The role involves collaborating with various teams to translate business needs into technical solutions and ensuring compliance with accounting standards and regulations.
ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Nancy Jaswal
Responsibilities
Partner with accounting, finance, and insurance operations to gather and document business requirements
Analyze insurance-specific workflows: policy administration, premium billing, claims accounting, commissions, and reinsurance settlements (ceded/assumed)
Translate business requirements into system designs, process maps, user stories, and acceptance criteria
Support implementation, configuration, and testing of ERP and insurance platforms (e.g., SAP FI/CO, Oracle Cloud, Guidewire Billing/Policy/Claims, Duck Creek)
Design and validate system integrations between policy, billing, claims, and general ledger modules
Create and execute test plans (unit, SIT, UAT); manage defect triage and remediation; support change control
Build and optimize accounting processes for premium recognition, unearned premium reserves (UPR), loss reserves, IBNR, claims payments, and commissions
Implement system logic for reinsurance (treaty/facultative; proportional/non-proportional), bordereaux, and settlements
Partner with actuarial and underwriting on loss ratio, combined ratio, and reserve-related data and reporting
Ensure data completeness, accuracy, and reconciliation across sub-ledgers and the GL
Develop dashboards and financial/insurance KPIs (e.g., written/earned premium trends, loss & LAE, expenses)
Support statutory and regulatory reporting (e.g., NAIC statements, Schedule P, Schedule F) and management reporting
Ensure adherence to GAAP, SAP (Statutory Accounting Principles), SOX, and state insurance regulations
Design and maintain internal controls; support audit requests and walkthroughs for insurance-specific areas
Document end-to-end process controls, segregation of duties, and data lineage across systems
Act as a liaison between Accounting, IT, Insurance Operations, Actuarial, Underwriting, Claims, Billing, and Compliance
Facilitate workshops, sprint planning, and stakeholder alignment; manage expectations and timelines
Create and deliver training for end users on enhancements and new features
Maintain process documentation, configuration guides, data dictionaries, and SOPs
Qualification
Required
Deep experience in both accounting systems and the insurance domain
Hands-on experience with ERP platforms and insurance systems
Strong grasp of statutory accounting, reinsurance, and regulatory reporting
Partner with accounting, finance, and insurance operations to gather and document business requirements
Analyze insurance-specific workflows: policy administration, premium billing, claims accounting, commissions, and reinsurance settlements (ceded/assumed)
Translate business requirements into system designs, process maps, user stories, and acceptance criteria
Support implementation, configuration, and testing of ERP and insurance platforms (e.g., SAP FI/CO, Oracle Cloud, Guidewire Billing/Policy/Claims, Duck Creek)
Design and validate system integrations between policy, billing, claims, and general ledger modules
Create and execute test plans (unit, SIT, UAT); manage defect triage and remediation; support change control
Build and optimize accounting processes for premium recognition, unearned premium reserves (UPR), loss reserves, IBNR, claims payments, and commissions
Implement system logic for reinsurance (treaty/facultative; proportional/non-proportional), bordereaux, and settlements
Partner with actuarial and underwriting on loss ratio, combined ratio, and reserve-related data and reporting
Ensure data completeness, accuracy, and reconciliation across sub-ledgers and the GL
Develop dashboards and financial/insurance KPIs (e.g., written/earned premium trends, loss & LAE, expenses)
Support statutory and regulatory reporting (e.g., NAIC statements, Schedule P, Schedule F) and management reporting
Ensure adherence to GAAP, SAP (Statutory Accounting Principles), SOX, and state insurance regulations
Design and maintain internal controls; support audit requests and walkthroughs for insurance-specific areas
Document end-to-end process controls, segregation of duties, and data lineage across systems
Act as a liaison between Accounting, IT, Insurance Operations, Actuarial, Underwriting, Claims, Billing, and Compliance
Facilitate workshops, sprint planning, and stakeholder alignment; manage expectations and timelines
Create and deliver training for end users on enhancements and new features
Maintain process documentation, configuration guides, data dictionaries, and SOPs
Preferred
Experience with data warehouses, ETL, and integration tools (e.g., Informatica, Azure Data Factory)
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
Founded in 2010
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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