MANAGER, STATUTORY REPORTING

Oceanview Life and Annuity; Denver (CO); Hybrid; USD 100,000 - 120,000; Full time

Job summary

A prominent financial services firm based in Denver, CO is looking for a Manager of Statutory Reporting. The role involves preparing financial statements, ensuring compliance with accounting standards, and participating in regulatory reporting. The ideal candidate will have a Bachelor’s degree in Accounting, strong analytical skills, and a minimum of 4 years of relevant experience. The position offers a hybrid work model and competitive base compensation between $100,000 and $120,000.

Qualifications

• 4+ years of statutory reporting experience in the insurance industry.
• Knowledge of U.S. statutory accounting principles.
• Big 4 accounting experience is a plus.

Responsibilities

• Prepare statutory financial statements and ensure timely submissions.
• Contribute to NAIC filings including annual and quarterly statements.
• Analyze financial data to identify trends and areas for improvement.

Skills

Advanced proficiency in Excel

Strong analytical skills

Exceptional verbal and written communication skills

Attention to detail

Education

Bachelor’s degree in Accounting

Tools

SOVOS Wings

Job description

Overview

At Oceanview Life and Annuity Company, we are more than a financial services provider. We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management — a leading investment firm with approximately $21.0 Billion in assets under management as of April 30, 2025 — we have rapidly grown to over $15 Billion in consolidated assets as of March 31, 2025.

Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on. Why join Oceanview?

• Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
• Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
• Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
• Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
• Strong partnerships: Engage with a broad network of over 16,000 agents, independent marketing organizations, banks and broker-dealers.

At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.

Position Summary

The Manager, Statutory Reporting will play a critical role within Oceanview’s Finance team as a key individual focused on Oceanview’s statutory regulatory reporting. This position is responsible for functions related to statutory accounting including monitoring of accounting standards, assisting the team with implementation of accounting changes and regulatory reporting changes, and researching guidance on new reinsurance transactions, investments and other transactions to ensure accuracy in statutory and capital reporting. The successful candidate will bring a strong statutory accounting background and thrive in a changing, dynamic environment.

Responsibilities

• Participate in the preparation of statutory financial statements, footnotes, exhibits, schedules, and state filings, ensuring timely and accurate submissions.
• Contribute to NAIC filings including annual and quarterly statutory statements and other necessary filings.
• Participate in the monthly US GAAP and statutory accounting close process, including journal entries and reconciliations related to premiums, losses, reinsurance, and other statutory adjustments.
• Utilize and maintain statutory reporting software to optimize efficiency and accuracy.
• Monitor and ensure compliance with statutory and industry standards.
• Analyze financial data to identify trends, discrepancies, and areas for improvement in regulatory reporting.
• Assist with annual statutory and GAAP audits, internal audits, state regulator inquiries, and statutory examinations.
• Maintain and enhance internal controls to support financial reporting integrity.
• Collaborate with cross-functional teams to streamline reporting processes and enhance operational efficiency.
• Provide insights and recommendations to support strategic decision-making.
• Prepare management reporting packages and variance analyses for key stakeholders.
• Conduct research on and prepare documentation of statutory technical accounting matters.
• Lead and support various finance-related projects, as assigned.
• Ensure compliance with internal control policies and financial reporting standards.

Qualifications

• Bachelor’s degree in Accounting required.
• Knowledge of U.S. statutory accounting principles.
• 4+ years of statutory reporting experience in the insurance industry; life insurance (Blue Book) experience, particularly annuity experience, is a plus.
• Proficiency in SOVOS Wings statutory reporting software and advanced Excel skills.
• Strong analytical skills with the ability to interpret complex financial data.
• Results-oriented, flexible, self-motivated, and able to work in a team environment with limited direct supervision.
• Ability to handle multiple projects and adapt to a fast-paced, evolving environment.
• Ability to build strong relationships with senior management and contribute to strategic initiatives.
• Big 4 accounting experience is a plus.

Skills

• Advanced proficiency in Excel.
• Exceptional verbal and written communication skills, organizational skills, and work ethic.
• Strong attention to detail and ability to manage competing priorities effectively.
• Ability to work well under pressure while maintaining accuracy.

Certifications, Licenses, and/or Registration

• CPA preferred.

Location and Compensation

• This role will be based in Denver, CO.
• Hybrid (3 days a week in the office).
• Base compensation is expected to be $100,000-$120,000 with the opportunity for incentive compensation including bonus.
• Salary may vary based on work experience, market conditions, location, and qualifications/training.

EEOC

Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.