Finance Manager - Asset Manager in Insurance Industry

Oliver James; New York (NY); Híbrido; USD 120.000 - 170.000; Jornada completa

Descripción de la vacante

Oliver James Group in New York is seeking a Finance Manager to oversee accounting for insurance and asset management entities within a hybrid work arrangement. The role involves close collaboration with investment professionals and actuarial staff to deliver accurate reporting and robust controls.

The ideal candidate brings 2–6 years of insurance audit experience, strong US GAAP knowledge, and CPA considerations. A background in life insurers, annuity providers, or reinsurance is highly valued.

Formación

• Experience with US GAAP financial statements and insurance accounting.
• Background in insurance or reinsurance client audits is advantageous.
• Strong understanding of financial reporting requirements and regulator expectations.

Responsabilidades

• Support monthly and quarterly close for multiple insurance and investment entities.
• Prepare and review journal entries, reconciliations, accruals and schedules.
• Assist with US GAAP financial statements, management reporting and consolidation.
• Analyze investment positions, reinsurance settlements, capital movements and operating expenses.
• Coordinate with external auditors and third-party service providers.
• Contribute to improving reporting processes, accounting infrastructure and internal controls.

Conocimientos

US GAAP

Insurance auditing

Financial reporting

Regulatory reporting

Educación

Bachelor's degree in Accounting or Finance

CPA preferred

Descripción del empleo

Finance Manager - Asset Manager in Insurance Industry

New York | Hybrid

Are you an insurance audit professional looking to take the next step in your career and move into the investment management industry? or focusing on auditing insurance clients?

The firm operates across private equity, private credit, insurance and reinsurance, with significant ambitions to expand its insurance investment capabilities. Backed by an experienced investment leadership team, the business is continuing to execute large-scale transactions and develop its presence across the insurance sector.

This is an opportunity to move away from traditional external audit and into an in-house finance position offering broader commercial exposure, greater ownership and direct interaction with investment professionals.

You'll gain exposure to complex financial structures, insurance balance sheets and alternative investment strategies, while working alongside experienced finance, investment and actuarial professionals.

Key Responsibilities

• Support monthly and quarterly financial close processes across multiple insurance and investment entities.
• Prepare and review journal entries, reconciliations, accruals and supporting schedules.
• Assist with US GAAP financial statements, management reporting and consolidated reporting packages.
• Analyse investment positions, reinsurance settlements, capital movements and operating expenses.
• Support statutory and regulatory reporting requirements, including NAIC, BMA and CIMA.
• Coordinate with external auditors and third-party service providers.
• Perform variance analysis and investigate movements across financial results.
• Contribute to improving reporting processes, accounting infrastructure and internal controls.

What We're Looking For

• 2-6 years' experience within a Big Four or leading public accounting firm's insurance audit practice.
• Exposure to insurance or reinsurance clients.
• Strong understanding of US GAAP and financial reporting.
• Familiarity with statutory accounting principles and NAIC reporting would be advantageous.
• Experience auditing life insurers, annuity providers, reinsurers or insurance investment entities would be particularly relevant.
• Bachelor's degree in Accounting or Finance.
• CPA qualified or actively pursuing qualification preferred.