Insurance Finance & Operations Associate — Path to Manager

Johnson Lambert LLP; Port Reading (NJ); On-site; USD 110,000 - 150,000; Full time

Job summary

Johnson Lambert LLP is seeking a Senior Associate for the Financial & Operations Advisory practice to deliver STAT (NAIC SAP) and GAAP analyses for insurance clients. You will own smaller projects end to end, collaborate across teams, and help shape the FOA offering.

You will work with FOA leadership on budgets, forecasts, and pro forma statements, while building templates and expanding the practice. A path to Manager awaits high performers.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 3+ years of progressive experience in accounting/finance; insurance sector preferred.
• Working knowledge of NAIC SAP and U.S. GAAP accounting.
• Advanced Excel skills; regular AI usage; comfortable with large data sets.
• Experience with at least one general ledger/ERP system; ability to learn new systems quickly.

Responsibilities

• Perform STAT (NAIC SAP) and GAAP accounting and financial statement analysis.
• Research accounting and regulatory questions; draft memos with authoritative guidance.
• Document current-state processes; design and implement improvements, automations, and system conversions.
• Prepare journal entries, reconciliations, and ledger clean-ups; resolve reconciliation differences.
• Prepare reinsurance accounting support, settlement calculations, and bordereaux data validations.
• Prepare statutory quarterly/annual statement filings using annual statement software.
• Assist with RBC, GCC, UCAA, and other regulatory filings and calculations.
• Build pro forma financial statements, budgets, forecasts, and KPI reports.

Skills

Analytical skills

Advanced Excel

AI usage

Communication

Multitasking

Self-starter

Attention to detail

Problem solving

Education

Bachelor's degree in Accounting/Finance

Tools

ERP/GL platforms

Annual statement software

Job description

Johnson Lambert LLP is seeking a Senior Associate for the Financial & Operations Advisory practice to deliver STAT (NAIC SAP) and GAAP analyses for insurance clients. You will own smaller projects end to end, collaborate across teams, and help shape the FOA offering.

You will work with FOA leadership on budgets, forecasts, and pro forma statements, while building templates and expanding the practice. A path to Manager awaits high performers.