Reinsurance Reporting Principal

Oliver James Group; Miami (FL); On-site; USD 120,000 - 170,000; Full time

Job summary

Oliver James Group is seeking a Reinsurance Reporting Principal to lead complex financial analyses, forecasting, and reporting. You will manage bordereaux reporting, build insightful financial models, and guide cross‑functional teams to drive strategic decisions.

The role emphasizes advanced Excel, ERP systems, and SQL proficiency, with a strong focus on regulatory compliance, risk management, and leadership in financial projects.

Qualifications

• Advanced degree in Finance, Accounting, Economics, or Mathematics.
• 5–7 years in reinsurance accounting, senior or principal role.
• Experience leading complex projects and providing strategic insights.

Responsibilities

• Lead bordereaux reporting and analysis.
• Develop and maintain comprehensive financial reports for management.
• Prepare monthly, quarterly, and annual statements.
• Provide data-driven insights for strategic initiatives including M&A.
• Drive process improvements and automate reporting.

Skills

Analytical thinking

Leadership & mentorship

Communication & presentation

Education

Advanced degree in Finance, Accounting, Economics, Mathematics or related field

Tools

ERP systems

SQL

Job description

Overview

This Reinsurance Reporting Principal plays a critical role in supporting complex financial analysis, forecasting, and reporting for the organization. This position requires a deep understanding of financial principles, advanced analytical skills, and the ability to work collaboratively with various cross‑functional teams to drive strategic decisions.

Key Responsibilities

• Financial Analysis and Reporting:
• Lead bordereaux reporting and analysis.
• Develop and maintain comprehensive financial reports, providing insights to inform key business decisions.
• Prepare high-level monthly, quarterly, and annual financial statements including management reports.
• Analyze historical data to project future financial performance and prepare financial models for forecasting and planning.
• Risk Management and Compliance:
• Identify potential risks in financial processes and recommend improvements for mitigating those risks.
• Ensure compliance with regulatory requirements and internal controls.
• Collaborate with internal and external auditors during reviews and audits.
• Strategic Support and Initiative Management:
• Provide data-driven insights to support strategic initiatives, mergers, acquisitions, and other complex projects.
• Assist in the development of strategic business plans and key performance indicators (KPIs).
• Manage and oversee assigned financial projects, ensuring timely and accurate delivery.
• Process Improvement and System Integration:
• Drive process efficiency improvements through the application of automation, AI, and advanced analytics.
• Work with IT and other departments to ensure seamless integration of financial systems and data reporting.
• Lead initiatives to upgrade financial processes, ensuring they’re scalable and adaptable to business needs.
• Cross‑Functional Collaboration:
• Collaborate closely with operations, IT, finance, and executive leadership to align financial plans with business goals.
• Communicate complex financial data and insights to non‑financial stakeholders in a clear and actionable manner.
• Mentor and guide junior analysts and team members, sharing knowledge and best practices.

Required Skills and Qualifications

• Advanced degree in Finance, Accounting, Economics, Mathematics, or a related field (MSc, MBA preferred).

Professional Experience

• Minimum of 5-7 years of experience in reinsurance accounting, preferably in a principal or senior role.
• Proven experience in managing complex projects and providing strategic financial insights.

Technical Skills

• Proficiency in advanced Excel, ERP systems, SQL, and other relevant financial software.
• Strong understanding of financial modeling, valuation techniques, and regulatory frameworks.

Soft Skills

• Analytical thinking and problem‑solving skills with attention to detail.
• Excellent communication and presentation skills.
• Ability to work collaboratively with diverse teams and manage multiple projects simultaneously.
• Strong leadership and mentorship capabilities.

Career Development

• Opportunity to develop further expertise in financial analysis, industry‑specific knowledge, and leadership skills.
• Potential involvement in professional certification programs such as CPA, CFA, or similar designations.
• Participation in advanced training programs and workshops to keep abreast of the latest in financial analysis and technology trends.

Performance Metrics

• Accuracy and timeliness of financial reports and analysis.
• Contribution to strategic projects and initiatives.
• Effectiveness in process improvements and efficiency gains.
• Quality of cross‑departmental collaboration and communication.

This role requires a dynamic and forward‑thinking individual capable of leveraging financial expertise to drive the organization’s growth and success. If you possess these qualifications and skills, we encourage you to apply for this challenging and rewarding position.