Manager, Accounting Advisory (Insurance)

The Team - Accounting Advisory Services

Our team is comprised of a powerful mix of seasoned professionals with public accounting experience and business consultants with a deep expertise in a broad range of industries. We take a comprehensive approach to helping clients navigate through the IPO process, M&A lifecycle support and leverage our own Technical Accounting Solution Center to address critical financial reporting and technical accounting issues for clients.

Your Impact

• Advise financial services ( both publicly traded and privately held insurance companies in particular) on a wide variety of projects/subjects including: operational accounting, technical accounting, transaction support, carve-outs and/or spin-offs, audit readiness, and new accounting pronouncements.
• Engage with clients and colleagues on accounting and finance related issues with a strong focus on operational accounting processes and statutory accounting requirements unique to the insurance carrier industry, management reporting, technical research, guidance and give recommendations for potential solutions. Insurance entities a plus.
• Create and deliver presentations on technical concepts, project work plans, delivery approach, milestones, and results to client stakeholders.
• Review team progress to ensure compliance with work program and professional standards.
• Educate internal and external audiences on accounting best practices.
• Identify, design and implement creative business solutions to continually improve the firm’s methodology and approach.
• Establish credibility as a trusted advisor.
• Manage client relationships with an eye toward identifying and closing on new business opportunities.
• Actively participate in career development activities and technical training of staff.

Your Experience

Minimum Qualifications

• Bachelor’s degree in Accounting.
• 5+ years of public and/or corporate accounting experience within the Insurance carrier sector.
• Demonstrated accounting acumen for U.S. GAAP and statutory accounting, with a strong understanding of operational accounting within an insurance environment.
• Strong knowledge of SEC reporting and U.S. GAAP, with practical experience applying these to insurance operational accounting.
• Demonstrated knowledge of accounting/audit practices, procedures and reporting standards.
• Driven, self-motivated and can work successfully independently with minimal oversight.

Preferred Qualifications

• CPA, CMA, or CIA designation.
• Proven ability to lead, motivate and build teams that deliver services and solutions that surpass client expectations.
• Previous experience leading and executing complex projects in challenging environments.
• Master's degree in Accounting or MBA a plus.
• Knowledge of Tier 1 accounting packages (i.e. Oracle, SAP, PeopleSoft) a plus.
• Flexibility to travel up to 25%.