Assistant Controller, KUS

Kuvare; Rosemont (IL); On-site; USD 110,000 - 150,000; Full time

Job summary

Kuvare in Rosemont, IL is seeking an Assistant Controller to support accounting, reporting and analysis for Kuvare US Holdings and affiliated entities. You will coordinate quarterly and annual closes for US and UK holding companies and prepare reporting for executives and investors.

The role requires deep GAAP and statutory accounting knowledge, 5–7 years in financial services or insurance, and strong communication skills.

Qualifications

• Bachelor's degree in accounting or finance.
• 5–7 years of experience in public accounting or financial services/insurance.
• Strong knowledge of GAAP and statutory accounting principles.
• Excellent communication and analytical skills.
• Highly organized with keen attention to detail.
• Proficient in data analysis and problem-solving.

Responsibilities

• Interface with finance and accounting departments at operating entities to identify, develop and standardize key reporting processes.
• General quarterly and annual close and reporting for Kuvare US Holdings, Inc and Kuvare Holdings LP.
• Lead efforts to standardize monthly, quarterly and annual financial reporting at the consolidated level.
• Compile KPI and other reporting metrics monthly and quarterly.
• Provide analysis on operational and financial metrics to support decisions.
• Respond to inquiries from financial sponsors and assist with capital raise activities.
• Handle ad hoc reporting requests from management including industry and peer analyses and trend analyses.
• Assist in entity-wide budgeting and forecasting processes.

Skills

GAAP knowledge

Statutory accounting

Financial reporting

Analytical thinking

Communication skills

Attention to detail

Team collaboration

Education

Bachelor's degree in accounting or finance

Tools

Accounting software

Excel

Job description

Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service.

Kuvare family of companies:

Retail Annuity and Life Insurance Solutions:
- United Life Insurance Company
- Guaranty Income Life Insurance Company
- Lincoln Benefit Life

Institutional Insurance:
- Kuvare Life Re

Bespoke Insurance Solutions:
- Ignite Partners

About the role

Reporting directly to Kuvare US Holding’s Controller, the Assistant Controller is critical to the accounting, reporting and analysis functions as it relates to Kuvare’s Holding Company system, Kuvare Corporate Management HQ and Kuvare’s underlying operating companies as well as interfacing with Kuvare’s outside investors. From an operational perspective, you will be expected to coordinate and perform the quarterly and annual closing processes for the US and UK holding companies as well as the various accounting and administrative reporting necessary for Kuvare Corporate Management and Kuvare US Holdings. You will be expected to interface closely with different functional areas within Kuvare’s underlying businesses to analyze and report the key performance metrics, and, similarly, to report such findings to Kuvare’s executive team and its financial sponsors and respond to related inquiries.

What you'll do

• Interface with finance and accounting departments at operating entities to identify, develop and standardize key operational and financial reporting processes and metrics
• General quarterly and annual close and reporting for Kuvare US Holdings, Inc and Kuvare Holdings LP
• Lead efforts to improve and standardize monthly, quarterly and annual financial reporting requirements at the operational entities and at the consolidated level
• Compile various KPI’s and other reporting metrics on a monthly and quarterly basis from underlying operating entities
• Provide analysis on operational and financial metrics to help drive business decisions
• Respond to inquiries from financial sponsors as well as assist with Capital Raise activities
• Respond to ad hoc reporting requests from management across the Kuvare family of companies:
  • Industry and peer analysis
  • Trend analysis
• Assist in entity-wide budgeting and forecasting process
• Special projects as needed

Qualifications

• Bachelor's degree in accounting or finance
• 5-7 years of experience in public accounting (with a focus in financial services/insurance), and/or strategic / analytical work within a financial services / insurance business
• Strong knowledge of both GAAP and statutory accounting principles
• Expert knowledge of accounting and financial principles, regulations and best practices
• Excellent understanding of governmental guidelines, tax laws that affect the company
• Highly organized with keen attention to detail
• Proficient with data analysis, critical thinking and problem-solving
• Excellent communication and interpersonal skills
• Proficient in basic office and accounting software programs
• Collaborative approach and teamwork skills
• Ability to understand, research and solve complex problems independently.

Physical Demands

• Normal office working environment
• Travel is sometimes required
• Ability to sit for extended periods of time
• Ability to type / perform data entry
• Ability to read from a computer screen and paper reports
• Express ideas and otherwise communicate verbally
• Evening and weekend work as required to meet deadlines