Trean Insurance Group · 5 hours ago
Assistant Divisional Controller-Statutory Reporting
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expTrean Insurance Group is seeking an Assistant Divisional Controller-Statutory Reporting who will manage financial resources in compliance with laws and regulations. The role involves preparing statutory financial statements, collaborating with various teams, and ensuring compliance with internal controls and company policies.
ConsultingFinancial ServicesInsurance
Hiring Manager
NaDonya Jackson-McKinney, CPA, MBA, MAFM
Responsibilities
Assist in the preparation and submission of quarterly and annual statutory financial statements in accordance with NAIC and state insurance department requirements
Support the statutory close process, including journal entries, account reconciliations, and variance analysis
Collaborate with actuarial, tax, and legal teams to ensure completeness and accuracy of statutory filings
Maintain documentation and schedules to support statutory audits and regulatory examinations
Monitor changes in statutory accounting principles (SAP) and assess their impact on financial reporting
Assist in the preparation of management reports and dashboards related to statutory financial performance
Participate in the development and implementation of process improvements and automation initiatives
Ensure compliance with internal controls and company policies related to statutory reporting
Provide support for ad hoc projects, including mergers and acquisitions, system implementations, and regulatory inquiries
Assists in the preparation of internal financial statements and statutory statement filing
Assists in the ledger management of new entity acquisitions and org chart changes as well as new partner programs
Assists in identifying manual processes for automation to improve efficiency. Identify process improvement opportunities, including those related to automation using available technologies
Assists in the design, documentation and implementation of processes and controls including key program metrics
Refines and manages the control process ensuring all significant balance sheet and income statement accounts are reconciled and thoroughly reviewed
Is responsible for all compliance associated with ASC 606 revenue recognition rules and new accounting guidance
Performs review of other staff accountants work as needed including funding and actuarial exhibits
Assists in reviewing employee expense report and corporate expense approval and processing
Manages the annual audit process and works closely with external auditors and state regulators to complete exams
Manages the statutory preparation and filing process
Collaborates with other accounting team members and the broader accounting team on project goals
Assists in managing banking relationships and assists in security setup
Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, participating in professional societies
Mentors accounting staff and business users on Microsoft GP, Prospero, Wings, Eolas-Data Reporting and accounting concepts, techniques, technology and processes
Performs other activities, duties and assignments as needed or requested
Qualification
Required
Bachelor's degree in Accounting or related field or equivalent experience
Previous experience in financial services and/or insurance required
10 + years' progressive accounting responsibility
10+ years' experience working with a general ledger package
10+ years' experience working with transactional and subledger systems
10+ years' experience working with statutory reporting software such as TCP/Wings
Experience in troubleshooting and resolving reconciliation, ledger and reporting issues
Experience in effectively managing staff of 3 or more
Preferred
CPA preferred
Insurance industry knowledge and a working knowledge of insurance systems (policy & claim) preferred
Working knowledge of transactional systems such as Microsoft GP, Prospero, W-Desk and Wings preferred
Knowledge of best internal control practices, GAAP and STAT policies preferred
Company
Trean Insurance Group
Trean insurance group provides insurance management, insurance and reinsurance consulting and reinsurance placement services.
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$50M2022-12-16Acquired
2022-08-24Post Ipo Debt· $50M
2020-07-15IPO
Leadership Team
Nicholas (Nick) Vassallo
Chief Financial Officer
J
Julie A. Baron
President, COO and Chief Executive Office
Recent News
EIN Presswire
2025-09-24
EIN Presswire
2025-08-18
Trean Insurance Group, Inc.
2025-02-17
Company data provided by crunchbase