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 flexible hybrid schedule. The role oversees accounting, financial reporting, and regulatory filings, reporting to the CFO, with strong executive exposure and opportunities to strengthen processes and controls.

You will lead month-end closes, NAIC reporting, audits, and Board reporting. The position requires 10+ years in insurance, knowledge of NAIC regulations, and a CPA is preferred.

Qualifications

• 10+ years of insurance industry experience with leadership in Corporate Controller or equivalent.
• Experience with life insurance and annuity products preferred.
• Strong knowledge of NAIC regulations and US statutory accounting.
• Experience coordinating audits and reporting under US GAAP and statutory requirements.

Responsibilities

• Oversee monthly and quarterly close processes across US GAAP and statutory accounting.
• Lead NAIC statutory reporting, including 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 for accurate reporting.
• Strengthen internal controls and drive expense efficiency.
• Support new product implementation and supervise the accounting team.

Skills

NAIC regulations

US GAAP knowledge

Leadership

Education

Bachelor's degree in Accounting or Finance

CPA preferred

Tools

General ledger systems

Job description

Corporate Controller

Location: Stamford, CT | Flexible hybrid working

Compensation: $200,000-$250,000 base and bonus package

The Opportunity

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.