Corporate Controller - Annuity Firm

Oliver James Group; Stamford (CT); Hybrid; USD 200,000 - 250,000; Full time

Job summary

Oliver James Group is seeking a Corporate Controller in Stamford, CT, offering a hybrid work arrangement. This leadership role oversees US GAAP and statutory closes, NAIC reporting, and cross‑functional financial planning with direct exposure to the CFO.

The candidate will coordinate audits, strengthen internal controls and guide the accounting team through product implementations. A CPA and 10+ years in insurance accounting are preferred, with a track record of scaling finance functions.

Qualifications

• 10+ years in insurance accounting leadership roles, preferably in corporate controller capacity.
• Strong knowledge of NAIC regulations and US statutory accounting.
• Experience coordinating audits and cross-functional reporting.

Responsibilities

• Oversee monthly and quarterly close under US GAAP and statutory accounting.
• Lead NAIC statutory reporting and Blue Book filings.
• Coordinate annual statutory audits with external auditors.
• Prepare management and Board reporting, budgeting and forecasting.
• Partner with investment, actuarial, tax and other teams for timely reporting.
• Strengthen controls and drive expense efficiency, scale finance team.

Skills

Insurance accounting

NAIC regulations

GAAP knowledge

Financial reporting

Leadership

Process improvement

Education

Bachelor's degree in Accounting or Finance

Tools

General ledger systems

ERP implementations

Job description

Location: Stamford, CT | Flexible hybrid working
Compensation: $200,000-$250,000 base and bonus package

The Opportunity

Corporate Controller

A growing life and annuity insurance business is seeking a Corporate Controller to oversee its accounting, financial reporting and regulatory filings. Reporting directly to the CFO, this role offers strong executive exposure and the opportunity to strengthen financial processes, improve controls and support the continued development of the business.

Key Responsibilities

• Oversee monthly and quarterly close processes across US GAAP and statutory accounting.

• Lead NAIC statutory reporting, including quarterly and annual Blue Book filings.

• Coordinate annual statutory audits and support external auditors.

• Prepare management and Board reporting, budgeting and forecasting.

• Partner with investment, actuarial, tax and other teams to ensure accurate and timely reporting.

• Strengthen internal controls, improve processes and drive expense efficiency.

• Support new product implementation and supervise the development of the accounting team.

Candidate Profile

• 10+ years of insurance industry experience, ideally in a Corporate Controller, Assistant Controller or equivalent leadership role.

• Background in life insurance and annuity products preferred.

• Strong knowledge of NAIC regulations and US statutory accounting.

• Experience coordinating audits and working across US GAAP and statutory reporting.

• Hands‑on experience with general ledger systems and system implementations.

• Comfortable operating in a growing, entrepreneurial environment and improving processes.

• Bachelor's degree in Accounting or Finance; CPA preferred.

This is an excellent opportunity for an experienced insurance accounting leader to work closely with the CFO, take ownership of core financial reporting activities and help build a scalable finance function.

For more information, please reach out to Chris Dodds at Oliver James.