Manager, Financial Reporting

Pni Corp; Harrisburg (Dauphin County); Hybrid; USD 115,000 - 160,000; Full time

Job summary

Pni Corp in Harrisburg, PA is seeking a Manager of Financial Reporting. This hybrid role leads the financial reporting function, overseeing internal and external reports, regulatory filings, and state and local premium tax compliance.

The position directs staff, establishes performance objectives, and ensures timely, accurate reporting in line with GAAP and statutory requirements. Collaboration with auditors and leadership is essential.

Qualifications

• Minimum five years of experience in public accounting or insurance accounting.
• Previous supervisory experience preferred.
• High knowledge of Statutory and GAAP insurance accounting.

Responsibilities

• Develop, direct and coach staff, set objectives and monitor performance.
• Lead communications with staff, encourage open dialogue in meetings.
• Develops and monitors practices for reporting, reconciliation, interpretation and analysis.
• Evaluate staffing needs and mentor employees for full utilization.
• Determine training emphasis and deliver Financial Reporting education.
• Manage statutory and GAAP financial reporting, including consolidated statements and regulatory filings.
• Oversee state and local premium tax returns and ad hoc projects.
• Maintain general ledger close process and account reconciliations.
• Identify tasks and resources to achieve strategic objectives.

Skills

Coaching & Influencing

Facilitating Change

Growth & Adaptability

Conflict Management

Strategic Planning

Data Analytics

Education

Bachelor's degree in Accounting

CPA/CPCU or MBA preferred

AIAF insurance designation preferred

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

The Manager, Financial Reporting is responsible for the management of the financial reporting function. The incumbent manages the preparation and analysis of the internal and external financial reports, regulatory and compliance filings and state and local premium taxes.

This is a hybrid role reporting to the Harrisburg, PA office.

POSITION COMPETENCIES

• Coaching & Influencing
• Facilitating Change
• Ability to Grow & Adapt
• Conflict Management
• Strategic Planning
• Embraces Data Analytics

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Develop, direct and coach assigned staff, to include establishing performance objectives and clear success criteria, as well as monitoring performance outcomes and addressing issues appropriately.
• Lead by example in communicating with staff. Encourage open dialogue in staff meetings and 1:1 discussions.
• Develops, implements, and monitors practices, procedures and guidelines for reporting, reconcilement, interpretation and analysis of accounting information.
• Evaluates staffing needs, assigns work and mentors employees to ensure full utilization of staff.
• Determines training emphasis, develops educational programs and materials for Financial Reporting staff and delivers training.
• Quickly modifies daily behavior and tries new approaches to deal effectively with changes; does not persist with ineffective methods; leverages available resources to ease transition.
• Manages the corporate accounting function responsible for the Statutory and GAAP financial reporting including individual company, consolidated and combined financial statements; comprehensive internal results management and board of directors reporting; regulatory financial filings including quarterly and annual statements; audited financial statements; various general ledger entries and reconciliations; and proper allocation of expense to line of business and expense groups.
• Manages the internal preparation of various state and local premium tax returns.
• Completes and/or ensures that staff completes ad hoc assignments or projects on time and with the appropriate level of resources and quality in order to ensure optimally meeting the objectives of the assignment or project.
• Maintains the general ledger system including the monthly and annual closing process, opening new periods and changing workflow approvals.
• Responsible for preparing and/or posting entries and preparing, reviewing, and approving account reconciliations.
• Identifies the key tasks and resources needed to achieve strategic objectives.

ADDITIONAL RESPONSIBILITIES

• Must keep abreast of statutory reporting requirement changes, accounting automation concepts, GAAP practices and principles and industry trends in order to be able to adequately lead or train staff, remain technologically current and apply the latest technology to an accounting system(s), procedural problem and issue of financial reports.
• Actively seeks information (from coworkers, leaders, customers, competition, technologies, and regulations) to understand the rationale and implications for changes.
• Treats new situations as opportunities for learning or growth; actively seeks to identify and communicate the benefits of changes; collaborates with others to implement changes.
• May serve on ad-hoc teams relating to incumbent's functional area. This could include leading the team, reviewing requirements, coordination of the test results verification and resolution of issues.
• Performs other duties as may be assigned by the Director, Financial Reporting.

SPECIAL RELATIONSHIPS

• The incumbent supervises the Financial Analyst and Senior Accountant.
• Interacts with all levels of internal staff as well as external entities such as auditors, various state insurance departments, and local municipalities.

QUALIFICATIONS

Education/Credentials

• Bachelor's degree in Accounting required.
• CPA, CPCU or MBA preferred.
• AIAF insurance designation preferred.

Experience

• Minimum of five years of experience in public accounting (auditing insurance companies) and/or insurance accounting required.
• Previous supervisory experience preferred.

Technical/Professional Knowledge

• High level of knowledge relating to Statutory insurance accounting and finance principles preferred
• High level of knowledge relating to GAAP insurance accounting and finance principles
• Strong analytical and problem-solving skills
• Strong organizational skills
• Strong communication skills with evidence of dedication to quality service and customer focus
• Proficiency in Microsoft Excel, Word and Outlook

The compensation has been carefully determined by considering a variety of important factors, including skill sets, experience, training, and certifications. With these considerations in mind, the estimated hiring range is $115,000 - $160,000. Additionally, you may be able to participate in our annual incentive program, depending on eligibility under the plan.

JOB REQUIREMENTS (as required by ADA - Americans with Disabilities Act)

• This position is primarily a sedentary position that requires occasional standing and walking throughout the office environment.
• Must be able to perform computer-based tasks and access digital information necessary for job duties, including through the use of assistive technologies.
• Must be able to complete computer-based tasks and utilize office equipment as needed to perform essential job functions.
• Must be able to access and enter information accurately using automated systems.
• Must be able to communicate effectively with internal and external clients using telephone, electronic, or other communication systems.
• Must be able to present information to individuals and groups.
• Must be able to interpret and apply concepts that may or may not be based upon established guidelines.
• Must be able to maintain acceptable attendance and adhere to scheduled work hours.
• Must have a valid driver's license and be able to operate a motor vehicle.