Finance Manager - Life Insurance

Oliver James; New York (NY); Hybrid; USD 110,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

Job summary

Oliver James Group in New York is seeking a Finance Manager to join our Insurance & Reinsurance investment platform on a hybrid basis. The role blends insurance accounting with investment activity and requires strong regulatory reporting capabilities.

You will work across accounting, financial reporting and audits for a growing portfolio of insurance entities, coordinating with investment and actuarial teams to deliver accurate multi-entity reporting.

Qualifications

• 2-8 years' experience within insurance accounting or financial reporting
• Bachelor's degree in Accounting or Finance; CPA preferred
• Understanding of US GAAP and statutory accounting principles

Responsibilities

• Support monthly and quarterly close processes across insurance and reinsurance entities.
• Prepare journal entries, reconciliations, accruals and general ledger reporting.
• Assist with US GAAP financial statements and management reporting.
• Review investment positions, reinsurance settlements, capital movements and cash activity.
• Support statutory and regulatory reporting, including NAIC, BMA and CIMA requirements.
• Assist with quarterly and annual audits and liaise with external auditors.
• Review financial results, investigate variances and provide reporting commentary.
• Coordinate with investment, actuarial and operational teams to ensure accurate financial reporting.
• Contribute to the development of accounting processes, reporting infrastructure and internal controls.

Skills

Insurance accounting

Financial reporting

Reinsurance

US GAAP

Statutory accounting

NAIC reporting

BMA reporting

CIMA reporting

Excel skills

Multi-entity structures

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

Job description

Finance Manager - Insurance & Reinsurance

New York | Hybrid

An exciting opportunity has arisen for an Finance Manager to join the insurance investment platform of a leading, multi-billion-dollar alternative asset manager.

The firm operates across private equity, private credit, insurance and reinsurance, with an expanding presence across the insurance sector. Its insurance platform is continuing to grow through strategic partnerships, significant reinsurance transactions and the development of new investment structures.

This is an opportunity for an insurance accounting or financial reporting professional looking to broaden their experience and gain exposure to the alternative investment industry.

The Opportunity

Working within the Insurance Finance team, you will support the accounting, financial reporting and oversight of a growing portfolio of insurance and reinsurance entities and associated investment vehicles.

The position offers exposure beyond traditional insurance accounting, combining financial reporting with investment activity, reinsurance structures and complex multi-entity environments.

Key Responsibilities

• Support monthly and quarterly close processes across insurance and reinsurance entities.
• Prepare journal entries, reconciliations, accruals and general ledger reporting.
• Assist with US GAAP financial statements and management reporting.
• Review investment positions, reinsurance settlements, capital movements and cash activity.
• Support statutory and regulatory reporting, including NAIC, BMA and CIMA requirements.
• Assist with quarterly and annual audits and liaise with external auditors.
• Review financial results, investigate variances and provide reporting commentary.
• Coordinate with investment, actuarial and operational teams to ensure accurate financial reporting.
• Contribute to the development of accounting processes, reporting infrastructure and internal controls.

What We're Looking For

• 2-8 years' experience within insurance accounting, financial reporting or reinsurance.
• Experience within a life insurer, annuity provider, reinsurer or insurance group.
• Understanding of US GAAP and/or statutory accounting principles.
• Exposure to quarterly close, financial statements, reconciliations and regulatory reporting.
• Familiarity with NAIC, BMA or CIMA reporting would be advantageous.
• Experience with reinsurance accounting, investment accounting or multi-entity structures is beneficial.
• Bachelor's degree in Accounting or Finance.
• CPA qualified or working towards qualification preferred.
• Strong Excel skills and an interest in alternative investments

Compensation: Competitive base salary, discretionary bonus and comprehensive benefits.