Financial Reporting / Technical Accounting Lead

Oliver James Group; Raleigh (NC); On-site; USD 120,000 - 150,000; Full time

Job summary

Oliver James Group in Raleigh, NC seeks a Financial Reporting / Technical Accounting Lead to oversee daily accounting operations and ensure accuracy, integrity, and regulatory compliance across GAAP, statutory reporting, and NAIC filings.

This role partners with executives, auditors, actuaries, and internal teams, leading general ledger reconciliations, budgeting, and investment reporting, while driving process improvements and back-up CFO coverage. CPA is required; MBA is a plus.

Qualifications

• 5-10 years of progressive accounting experience, including oversight of accounting operations, financial reporting, and internal controls.
• Strong technical knowledge of GAAP, Statutory accounting principles, NAIC reporting requirements, and regulatory compliance.
• Proven experience managing general ledger processes, financial statement preparation, budgeting, and investment reporting.
• Proficiency with financial software, process management, audit coordination, and performance management.
• Bachelor's degree in Accounting, Finance, or related field. CPA required. MBA is a plus.

Responsibilities

• Oversee daily accounting operations, ensuring accuracy, integrity, and compliance across all financial data.
• Maintain and enforce accounting policies, procedures, and internal controls.
• Lead general ledger reconciliations and support timely preparation of monthly GAAP and Statutory financial statements.
• Assist with NAIC quarterly and annual statement preparation and related regulatory reporting.
• Support cash management and investment activities to optimize returns and manage risk.
• Contribute to budgeting and forecasting through data analysis and financial consolidation.
• Prepare required tax filings and ensure compliance with federal, state, and regulatory standards.
• Maintain asset and depreciation schedules and related documentation.
• Coordinate with actuaries, auditors, and consultants to provide accurate financial information.
• Assist with HR and payroll tasks and participate in cross training within the accounting team.
• Support special projects, process improvements, and key initiatives within the finance function.
• Serve as a primary support resource for the CFO and provide back-up coverage for essential accounting functions.

Skills

GAAP knowledge

Statutory accounting

NAIC reporting

Internal controls

General ledger

Budgeting

Forecasting

Investment reporting

Analytical skills

Education

Bachelor's degree in Accounting or Finance

CPA required

MBA is a plus

Job description

Overview: A growth-oriented insurance organization is seeking a Financial Reporting / Technical Accounting Lead to support the overall leadership of accounting operations and ensure the accuracy, integrity, and compliance of all financial activities. This role oversees day-to-day accounting processes, supports strategic financial initiatives, and partners closely with executive leadership, auditors, actuaries, and internal teams. The ideal candidate brings strong technical accounting expertise, operational leadership ability, and a commitment to continuous improvement.

Skills and Experience

• 5-10 years of progressive accounting experience, including oversight of accounting operations, financial reporting, and internal controls.
• Strong technical knowledge of GAAP, Statutory accounting principles, NAIC reporting requirements, and regulatory compliance.
• Proven experience managing general ledger processes, financial statement preparation, budgeting, and investment reporting.
• Proficiency with financial software, process management, audit coordination, and performance management.
• Bachelor's degree in Accounting, Finance, or related field. CPA required. MBA is a plus.
• Strong analytical skills with the ability to interpret data, develop policies, and support strategic decision making.

Job Description

• Oversee daily accounting operations, ensuring accuracy, integrity, and compliance across all financial data.
• Maintain and enforce accounting policies, procedures, and internal controls.
• Lead general ledger reconciliations and support timely preparation of monthly GAAP and Statutory financial statements.
• Assist with NAIC quarterly and annual statement preparation and related regulatory reporting.
• Support cash management and investment activities to optimize returns and manage risk.
• Contribute to budgeting and forecasting through data analysis and financial consolidation.
• Prepare required tax filings and ensure compliance with federal, state, and regulatory standards.
• Maintain asset and depreciation schedules and related documentation.
• Coordinate with actuaries, auditors, and consultants to provide accurate financial information.
• Assist with HR and payroll tasks and participate in cross training within the accounting team.
• Support special projects, process improvements, and key initiatives within the finance function.
• Serve as a primary support resource for the CFO and provide back-up coverage for essential accounting functions.