Senior Associate - Financial & Operations Advisory

Johnson Lambert LLP; Jacksonville (FL); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

PTO - 25 days

Half-day Fridays

Medical & dental benefits

401(k) with employer match

Volunteer days

Job summary

Johnson Lambert LLP in Jacksonville, FL seeks a Senior Associate/Manager to lead client engagements in accounting and finance within the insurance sector.

You will perform NAIC SAP and GAAP accounting, develop memos, and build pro forma statements, dashboards, and reports while collaborating with cross-functional teams including audit, reinsurance, tax, and BAS. Strong Excel and AI skills are required; CPA preferred.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 3+ years in accounting/finance with insurance experience.
• Knowledge of NAIC SAP and US GAAP.
• Advanced Excel and regular AI usage; able to handle large data sets.
• Experience with a general ledger/ERP system.
• Clear written and verbal communication.
• Ability to manage multiple priorities and meet deadlines.
• Self-starter willing to learn.

Responsibilities

• Perform STAT (NAIC SAP) and GAAP accounting and financial statement analysis.
• Research accounting questions and draft technical memos citing guidance.
• Document processes and design improvements, automations, and system conversions.
• Prepare journal entries, reconciliations, and resolve differences with clients.
• Prepare reinsurance accounting support, settlements, and bordereaux data validations.
• Prepare statutory quarterly and annual statement filings.
• Assist with RBC, GCC, UCAA filings and data calls.
• Build pro forma statements, budgets, forecasts, and management reports.

Skills

Advanced Excel

AI usage

Analytical skills

Attention to detail

Problem solving

Self-starter

Education

Bachelor's degree in Accounting/Finance

Tools

ERP/GL systems

Job description

WHAT YOU’LL DO

Client Delivery & Technical Production

• Perform STAT (NAIC SAP) and GAAP accounting and financial statement analysis in a variety of situations.
• Research accounting and regulatory questions and draft technical memos citing authoritative guidance (NAIC SSAPs, ASC 944 and related Topics).
• Document current-state processes and controls and help design and implement improvements, automations, and system conversions.
• Prepare journal entries, account reconciliations, ledger clean-ups; resolve premium, commission, loss, and agent/broker reconciliation differences with clients.
• Prepare assumed and ceded reinsurance accounting support, settlement calculations, and bordereaux data validations.
• Prepare statutory quarterly and annual statement filings using annual statement software.
• Assist with regulatory filings and calculations such as RBC, GCC, UCAA applications, and state-specific data calls, among others.
• Build and maintain pro forma financial statements, budgets, forecasts, liquidity/cash flow models, and KPI or management reporting packages.

Project Ownership

• Manage smaller engagements or workstreams end to end: plan the work, track budget-to-actual hours, meet deadlines, and communicate status to clients and FOA leadership.
• Serve as a day-to-day point of contact for client finance staff on assigned projects.
• Delegate and review work performed by Associates, Interns and other resources; provide clear instructions and constructive feedback.
• Identify scope changes and additional client needs and potential follow-on opportunities.
• Practice Building
• Contribute to FOA’s template library (reconciliation workbooks, proformas, RBC/UCAA templates, engagement checklists) and quality review framework.
• Use and help refine FOA’s technology stack, including AI tools, ERP/GL platforms, and annual statement software, to improve speed, quality, and realization.
• Support business development through reviewing marketing content and participating in industry events.
• Collaborate with Johnson Lambert’s Audit, Reinsurance, Tax, BAS, and other teams on various projects.
• Participate in recruiting and interviewing to grow the team.
• Model FOA’s culture: fun, collaborative, and challenging.

WHAT YOU BRING

Required

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3+ years of progressive experience in accounting and/or finance in industry, or a combination of industry and public accounting. A portion of that experience must be in the insurance sector.
• Working knowledge of both statutory (NAIC SAP) and U.S. GAAP accounting and reporting.
• Advanced Excel skills and regular AI usage. Comfort working with large data sets.
• Experience with at least one general ledger/ERP system and the ability to learn new systems quickly.
• Strong analytical, problem-solving, and attention-to-detail skills, with a commitment to accurate, well-documented work.
• Clear written and verbal communication skills, including the ability to explain technical matters to non-accountants.
• Ability to manage multiple priorities and deadlines across concurrent clients.
• Self-starter with initiative who is eager to learn.
• Positive attitude and willingness to take on new and unfamiliar challenges.

Preferred

• CPA license (or active progress toward licensure). CPA is preferred, not required.
• Hands-on experience preparing NAIC quarterly/annual statements or using annual statement software.
• Exposure to reinsurance accounting, premium/loss reconciliations, or bordereaux.
• Interest in or experience with AI and automation tools to streamline accounting work.Nonprofit accounting exposure is a plus.

WHO YOU ARE

• Builder mindset: you like creating something new and are comfortable with ambiguity.
• Ownership: you see a task through and raise your hand for the next one.
• Curiosity: you want to understand the “why” behind the numbers and the business.
• Growth-oriented: you want a defined path to Manager and are motivated by outcome-based rewards.

COMPENSATION, REWARDS & GROWTH

• Competitive base salary plus a performance-based incentive tied to outcomes.
• Clear, merit-based path to Manager as the FOA team grows, with promotion driven by demonstrated capability rather than tenure alone.
• Direct exposure to firm leadership and the chance to shape a growing practice from the ground up.
• CPE support, CPA exam support, and a structured onboarding and training plan.

HOW WILL JL SUPPORT YOU:

• 25 days of paid time off for all professional level employees
• Half-day Fridays during the summer
• Employer-subsidized medical & dental benefits for both employee and family
• 401(k) with employer match
• 2 paid days off annually for personal community service activities

This position may be filled at either the Senior Associate or Manager level depending on candidate qualifications and experience.

Equity note: Research suggests that women and Black, Indigenous, and other persons of color are less likely than men or White job seekers to apply for positions unless they are confident they meet 100% of the qualifications. We strongly encourage interested individuals to apply, and allow us to evaluate the knowledge, skills, and abilities you demonstrate, using an internal equity lens.

Johnson Lambert prides itself for the hands-on approach and relationships we build with future employees, employees, and clients. We believe each application is the potential for a future relationship with JL. Therefore, a member of our HR team personally reviews all applications submitted.