Dir – External Reporting – GAAP and STAT
About the role
Overview This organization is focused on building a scalable and sustainable life insurance platform, with a strong emphasis on high-quality financial reporting, disciplined risk management, and operational excellence. The business operates in a dynamic, growth-oriented environment and values integrity, transparency, and collaboration across functions.
The Role
The Director/AVP, Financial Reporting is a senior, high-visibility, hands-on leadership role within a growing life insurance organization. This position is designed for a financial reporting professional with deep expertise in U.S. GAAP and Bermuda statutory accounting. The role is responsible for establishing, maintaining, and enhancing the financial reporting infrastructure required to support regulatory and management reporting needs.
The ideal candidate is detail-oriented, pragmatic, and effective in a fast-paced environment, while consistently upholding the highest standards of financial discipline and accuracy.
Key Responsibilities
- Prepare quarterly and annual financial statements on U.S. GAAP and Bermuda statutory bases, as applicable
- Analyze financial results and trends, collaborating closely with actuarial, risk, investment accounting, and operations teams
- Manage and coordinate all required regulatory and statutory filings
- Contribute to the development of monthly management reporting and product-level financial analysis
- Own and maintain internal controls and enterprise risk assessments, including Sarbanes-Oxley compliance
- Coordinate with Treasury and investment management teams on reporting-related matters
- Monitor changes in accounting standards and assess impacts; lead implementation of required updates
- Research and interpret accounting guidance where treatment is unclear or complex
- Support financial due diligence activities related to potential acquisitions, including balance sheet development and integration into existing reporting processes
- Represent the organization, as appropriate, in industry forums and working groups
- Assist with staffing, recruiting, and team development as needed
- Perform additional ad hoc financial and reporting projects
Additional Responsibilities
- Develop an understanding of statutory accounting requirements across multiple jurisdictions
- Provide support to actuarial, treasury, and financial planning & analysis functions
Requirements Experience and Skills
- 5-10 years of progressive experience in life insurance accounting under U.S. GAAP
- Strong analytical and problem-solving capabilities
- Excellent verbal and written communication skills
- Proven ability to manage multiple projects and deadlines
- CPA designation required
Technical Competencies
- Strong U.S. GAAP expertise; experience with stock life insurance companies required
- Familiarity with purchase GAAP (PGAAP) strongly preferred
- Ability to present complex financial information clearly to senior stakeholders
- Demonstrated project management skills and results-oriented mindset
- Strategic thinker with the ability to balance near-term execution and long-term objectives
- High standards for accuracy, documentation, and technical rigor
Personal Attributes
- Demonstrates integrity, accountability, and professional courage
- Communicates effectively at all organizational levels and builds trust and consensus
- Collaborative team player with a strong partnership mindset
- Highly motivated with a strong work ethic and commitment to quality
- Business-focused and solutions-oriented
- Adaptable, forward-thinking, and comfortable with change
- Capable of managing competing priorities in a dynamic environment
- Results-driven, creative problem solver with strong influencing skills
Apply Now
About Oliver James
We introduce talented people to great organisations so that both may grow and benefit from each other’s experiences, helping to fulfil their potential.
We understand that each client’s mix of people, culture, and objectives is unique, so our approach and solutions are flexible and adapted to each person, team, company, and situation.
Although your relationship with OJ is with your local consultant(s), their network, relationships, and knowledge of diverse local candidate pools are backed by those of their local permanent, contract, and temp team colleagues.
When working with international markets, we can access the market maps and relationships of the global OJ collective, giving you access to the best-suited talent in the market (not just the best talent available at that time).
As such, you can come to expect a consistently high level of service and delivery, placing up to C-suite talent in permanent and contract positions, as well as project-based consultancy and temp solutions worldwide from our 12 global locations.
Our current areas of specialisation include:
• Accountancy & Finance • Technology • Actuarial • Risk & Compliance • Transformation & Change Management • Underwriting & Claims
Our additional services:
OJ Professionals | Flexible resourcing solutions across secondment, project-based sourcing and temp-to-perm recruitment | https://www.oliverjames.com/professionals
OJ Consulting | Unrivalled access to a network of highly qualified, contracting professionals across the world| https://www.oliverjames.com/consulting
OJ Executive | Specialising in senior, commercial appointments at the forefront of business transformation, technology, digital and data-driven delivery| https://www.oliverjames.com/exec
Work with OJ - https://www.oliverjames.com/work-with-oj
Work for OJ - https://workforus.oliverjames.com/
License number: Oliver James Associates - #63797 | OJ Consulting - #65136 | Astral - #65211
Dir – External Reporting – GAAP and STAT
About the role
Overview This organization is focused on building a scalable and sustainable life insurance platform, with a strong emphasis on high-quality financial reporting, disciplined risk management, and operational excellence. The business operates in a dynamic, growth-oriented environment and values integrity, transparency, and collaboration across functions.
The Role
The Director/AVP, Financial Reporting is a senior, high-visibility, hands-on leadership role within a growing life insurance organization. This position is designed for a financial reporting professional with deep expertise in U.S. GAAP and Bermuda statutory accounting. The role is responsible for establishing, maintaining, and enhancing the financial reporting infrastructure required to support regulatory and management reporting needs.
The ideal candidate is detail-oriented, pragmatic, and effective in a fast-paced environment, while consistently upholding the highest standards of financial discipline and accuracy.
Key Responsibilities
- Prepare quarterly and annual financial statements on U.S. GAAP and Bermuda statutory bases, as applicable
- Analyze financial results and trends, collaborating closely with actuarial, risk, investment accounting, and operations teams
- Manage and coordinate all required regulatory and statutory filings
- Contribute to the development of monthly management reporting and product-level financial analysis
- Own and maintain internal controls and enterprise risk assessments, including Sarbanes-Oxley compliance
- Coordinate with Treasury and investment management teams on reporting-related matters
- Monitor changes in accounting standards and assess impacts; lead implementation of required updates
- Research and interpret accounting guidance where treatment is unclear or complex
- Support financial due diligence activities related to potential acquisitions, including balance sheet development and integration into existing reporting processes
- Represent the organization, as appropriate, in industry forums and working groups
- Assist with staffing, recruiting, and team development as needed
- Perform additional ad hoc financial and reporting projects
Additional Responsibilities
- Develop an understanding of statutory accounting requirements across multiple jurisdictions
- Provide support to actuarial, treasury, and financial planning & analysis functions
Requirements Experience and Skills
- 5-10 years of progressive experience in life insurance accounting under U.S. GAAP
- Strong analytical and problem-solving capabilities
- Excellent verbal and written communication skills
- Proven ability to manage multiple projects and deadlines
- CPA designation required
Technical Competencies
- Strong U.S. GAAP expertise; experience with stock life insurance companies required
- Familiarity with purchase GAAP (PGAAP) strongly preferred
- Ability to present complex financial information clearly to senior stakeholders
- Demonstrated project management skills and results-oriented mindset
- Strategic thinker with the ability to balance near-term execution and long-term objectives
- High standards for accuracy, documentation, and technical rigor
Personal Attributes
- Demonstrates integrity, accountability, and professional courage
- Communicates effectively at all organizational levels and builds trust and consensus
- Collaborative team player with a strong partnership mindset
- Highly motivated with a strong work ethic and commitment to quality
- Business-focused and solutions-oriented
- Adaptable, forward-thinking, and comfortable with change
- Capable of managing competing priorities in a dynamic environment
- Results-driven, creative problem solver with strong influencing skills
Apply Now
About Oliver James
We introduce talented people to great organisations so that both may grow and benefit from each other’s experiences, helping to fulfil their potential.
We understand that each client’s mix of people, culture, and objectives is unique, so our approach and solutions are flexible and adapted to each person, team, company, and situation.
Although your relationship with OJ is with your local consultant(s), their network, relationships, and knowledge of diverse local candidate pools are backed by those of their local permanent, contract, and temp team colleagues.
When working with international markets, we can access the market maps and relationships of the global OJ collective, giving you access to the best-suited talent in the market (not just the best talent available at that time).
As such, you can come to expect a consistently high level of service and delivery, placing up to C-suite talent in permanent and contract positions, as well as project-based consultancy and temp solutions worldwide from our 12 global locations.
Our current areas of specialisation include:
• Accountancy & Finance • Technology • Actuarial • Risk & Compliance • Transformation & Change Management • Underwriting & Claims
Our additional services:
OJ Professionals | Flexible resourcing solutions across secondment, project-based sourcing and temp-to-perm recruitment | https://www.oliverjames.com/professionals
OJ Consulting | Unrivalled access to a network of highly qualified, contracting professionals across the world| https://www.oliverjames.com/consulting
OJ Executive | Specialising in senior, commercial appointments at the forefront of business transformation, technology, digital and data-driven delivery| https://www.oliverjames.com/exec
Work with OJ - https://www.oliverjames.com/work-with-oj
Work for OJ - https://workforus.oliverjames.com/
License number: Oliver James Associates - #63797 | OJ Consulting - #65136 | Astral - #65211