Financial Reporting Accountant

Add Source Group, LLC; Birmingham (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

Add Source Group, LLC in Birmingham, AL is seeking an analytical accounting professional to join the Financial Reporting team. The role emphasizes collaboration across accounting, FP&A, and actuarial groups to deliver accurate, timely financial reporting and drive process improvements.

The candidate will analyze life product performance, prepare segment disclosures, and support quarter-close activities with strong attention to detail and problem-solving skills.

Qualifications

• Bachelor’s degree in Accounting or related field required.
• Minimum of 2 years of experience in accounting or financial reporting.
• Proficiency in Microsoft Office Suite, including Excel and Word.
• Experience performing accounting functions and financial analysis.

Responsibilities

• Analyze traditional life product performance, including trends and drivers.
• Prepare segment-level reporting packages and disclosures for the Acquisitions segment.
• Collaborate with accounting, FP&A, and actuarial teams to present financial results.
• Record accounting entries and support quarterly close processes with analytics.

Skills

Analytical thinking

Financial analysis

Accounting functions

Education

Bachelor’s degree in Accounting or related field

Tools

Excel

Word

SAP S/4HANA

Workiva (Wdesk)

Microsoft Copilot

Job description

A client our ours is seeking an analytical accounting professional to join their Financial Reporting team in their Birmingham, AL office. The ideal candidate will bring a strong foundation in accounting and financial analysis, along with a collaborative mindset and attention to detail. This position offers the opportunity to partner cross-functionally with accounting, FP&A, and actuarial teams, contributing to accurate and timely financial reporting while supporting ongoing process improvements.

Key Responsibilities:

• Perform analysis of traditional life product performance, including review of trends and variance drivers.
• Prepare segment-level reporting packages and disclosures for the Acquisitions segment.
• Partner with accounting, FP&A, and actuarial teams to understand and communicate financial results.
• Serve as a primary contact for assigned products or acquisition transactions, including accounting analysis and journal entries.
• Support quarterly close processes through income statement and balance sheet analytics and explanations.
• Ensure assigned controls are performed and operating effectively in support of accurate financial reporting
• Coordinate with internal teams to improve processes impacting financial reporting and analysis.
• Support internal and external audit requests and respond to accounting-related inquiries.
• Contribute to process improvement initiatives, including reducing manual processes.

Required Qualifications:

• Bachelor’s degree in Accounting or related field.
• Minimum of 2 years of experience in accounting or financial reporting.
• Proficiency in Microsoft Office Suite, including Excel and Word.
• Experience performing accounting functions and financial analysis.

Preferred Qualifications:

• Insurance or financial services accounting experience.
• CPA designation or progress toward certification.
• Experience with SAP S/4HANA or other ERP systems.
• Experience with Workiva (Wdesk).
• Familiarity with Microsoft Copilot or other AI tools.