Director of Financial Reporting

JCW Group; United States; Hybrid; USD 200,000 - 250,000; Full time

Job summary

A financial services firm in the United States is searching for a Director of Financial Reporting to oversee regulatory compliance and statutory reporting for their investment platform. This senior role involves collaboration with finance, operations, and external regulators, ensuring accurate statutory filings and managing a team. The ideal candidate has a strong accounting background with leadership experience in investment management accounting. This position supports a hybrid work model, requiring three days in the office and two days remote.

Qualifications

• Deep expertise in U.S. statutory accounting principles (SAP) and insurance investment accounting.
• Proven leadership experience in insurance or investment management accounting.
• Familiarity with SVO ratings is beneficial.

Responsibilities

• Lead preparation and review of statutory filings, schedules, and disclosures.
• Interpret and implement new statutory accounting guidance and regulatory updates.
• Represent the organization in industry and regulatory forums.

Skills

Leadership

Technical accounting

Analytical skills

Communication skills

Organizational skills

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA or MBA (strongly preferred)

Tools

Investment accounting systems (e.g., ePAM)

ERP tools

Job description

This range is provided by JCW Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$200,000.00/yr - $250,000.00/yr

Direct message the job poster from JCW Group

JCW is seeking an experienced Director of Financial Reporting to lead regulatory reporting across statutory accounting and oversight for a growing insurance investment platform. This high‑visibility role partners closely with finance, operations, compliance, and investment teams, as well as external regulators and industry bodies. The Director will oversee statutory filings, sub‑ledger accuracy, and regulatory reporting for investment portfolios, ensuring full compliance with applicable accounting standards. This role is ideal for someone passionate about technical accounting, industry engagement, and cross‑functional leadership. Hybrid work arrangement: 3 days in‑office, 2 days remote.

Key Responsibilities

• Lead preparation and review of statutory filings, schedules, and disclosures.
• Interpret and implement new statutory accounting guidance and regulatory updates.
• Represent the organization in industry and regulatory forums (ACLI, NAIC, SVO, NASVA) and contribute to investment‑related accounting discussions.
• Act as a key liaison to internal and external stakeholders, providing insights on the regulatory treatment of assets under management.
• Conduct technical accounting research and provide guidance on emerging pronouncements.
• Manage and mentor a team of onshore and offshore investment accounting professionals.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA or MBA strongly preferred.
• Deep expertise in U.S. statutory accounting principles (SAP) and insurance investment accounting.
• Proven leadership experience in insurance or investment management accounting.
• Familiarity with investment accounting systems (e.g., ePAM), SVO ratings, and ERP tools.
• Excellent communication, analytical, and organizational skills.

Seniority Level

Director

Employment Type

Full‑time

Job Function

Finance and Accounting/Auditing

Industries

Insurance, Financial Services, and Investment Management