Accounting Financial and Statutory Reporting Lead

Ceres USA; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

The Westaim Corporation, via its Ceres Life and SGH entities, seeks a Financial and Statutory Reporting Lead. This role guides SAP, GAAP, and IFRS reporting, shaping accounting policies and disclosures for quarterly and annual reporting.

The ideal candidate will bring strong accounting skills, statutory reporting experience, and a solid grasp of insurance/annuity accounting standards. Join a fast-growing, technology-driven financial platform.

Qualifications

• 5–7 years of relevant experience in financial reporting.
• Experience in life insurance and annuity industries is a plus.
• Public accounting and accounting policy experience is a plus.
• Demonstrated analytical, problem-solving, and decision-making skills.
• Ability to work in a fast-paced start-up environment.

Responsibilities

• Prepare quarterly and annual SAP statements for Ceres Life.
• Prepare quarterly and annual GAAP and IFRS disclosures for Ceres Life in relation to The Westaim Corporation filings.
• Collaborate with IT to standardize and automate reporting packages.
• Maintain SOPs for financial reporting and ensure accuracy.
• Develop and maintain accounting policies for SGH and Ceres Life.
• Serve as an internal technical expert on NAIC, FASB, and IASB.
• Monitor and analyze changes in accounting standards and Texas Department of Insurance guidance.

Skills

Analytical skills

Problem-solving

Communication

Initiative

Team collaboration

Education

Bachelor’s degree in accounting

CPA

MBA

Tools

Oracle

Clearwater

Job description

Company Overview

Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, branded as The Westaim Corporation. This partnership supports a long-term vision to deliver innovative, customized financial solutions across alternative credit and insurance, creating scalable growth and meaningful client impact.

Company Overview

Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, branded as The Westaim Corporation. This partnership supports a long-term vision to deliver innovative, customized financial solutions across alternative credit and insurance, creating scalable growth and meaningful client impact.

Ceres USA Holdings, LLC, part of the insurance platform within The Westaim Corporation strategy, is the parent company of Ceres Life Insurance—a fast-growing, technology-driven annuity carrier startup. Ceres is focused on redefining retirement security by combining modern fintech capabilities, top-tier talent, and strong vendor partnerships to deliver exceptional annuity solutions and digital experiences.

Ceres is deeply committed to a client-centered culture. Through its digital platforms and operational excellence, the company delivers innovative, efficient, and compliant financial solutions while maintaining the highest standards of integrity and service.

Job Summary

We are seeking an Financial and Statutory Reporting Lead who will report to the Controller of SGH and Ceres Life. The FSRL will assist the Controller in the development of accounting policies to guide Statutory Accounting Principles (“SAP”), GAAP and IFRS reporting for SGH and Ceres Life. The position will also be responsible for the development of quarterly and annual SAP financial statement disclosure for Ceres Life, as well as quarterly and annual GAAP and IFRS reporting for SGH and Ceres Life. The ideal candidate will have strong accounting skills, experience working in a financial reporting capacity, and strong knowledge of statutory reporting requirements.

Key Responsibilities

• Prepare quarterly and annual SAP statements for Ceres Life.
• Prepare quarterly and annual GAAP and IFRS disclosures for Ceres Life in connection with the public filing requirements of The Westaim Corporation (TSX: WED).
• Partner with Information Technology function to standardize and automate reporting and analytical packages.
• Ensure all Standard Operating Procedures (“SOP’s”) for financial reporting are complete, accurate and kept up to date.
• Develop and maintain the accounting policies of SGH and Ceres Life, with a focus on compliance with all applicable accounting and financial guidelines and regulations.
• Function as an internal technical expert on accounting standards developed by the NAIC, FASB and IASB.
• Monitor and analyze changes in accounting standards that could impact SGH and Ceres Life, whether effective or proposed.
• Monitor and analyze changes in accounting and reporting guidelines of the Texas Department of Insurance, as the domiciliary state of Ceres Life.
• Research new accounting issues and considerations that arise from business strategies, as necessary.

The Successful Candidate Will

• Have proven experience working in financial and statutory reporting.
• Have a strong understanding of the annuity business and its accounting.
• Have demonstrated management skills.
• Exhibit a good systems ability and understanding of process flows and controls.
• Work well within a team, with the ability to communicate at all levels.

Job Qualifications And Skills

• Bachelor’s degree in accounting; CPA and / or MBA designation a plus.
• 5 - 7 years’ relevant experience in a financial reporting function.
• Life insurance and annuity industry experience a plus.
• Public accounting and / or accounting policy experience a plus.
• Demonstrated experience with accounting systems and financial reporting software; knowledge of Oracle and Clearwater systems a plus.
• Excellent analytical, problem-solving, and decision-making skills.
• Initiative-taker with effective communication abilities and ability to work in a fast-paced and dynamic start-up environment.

Why Join Us?

• Be part of a fast-growing, technology-driven insurance company transforming the future of retirement and annuity solutions.
• Work in a collaborative, entrepreneurial environment where innovation, accountability, and continuous improvement are valued.
• Make a meaningful impact by helping build and scale a modern insurance platform that delivers exceptional advisor and client experiences.
• Collaborate with talented professionals across the organization while leveraging technology, digital tools, and innovative solutions to drive business success.
• Enjoy a competitive compensation package, comprehensive health benefits, paid time off, and opportunities for professional growth and career advancement.