Job description
An established insurance organization is seeking an experienced Accountant to join its Finance function. This role supports both GAAP and statutory financial reporting, with a primary focus on non-technical accounting results and investment-related accounting activities. The position level will align with the individual’s accounting depth and prior insurance industry exposure.
This is a hybrid role based in Chicago.
Key Responsibilities
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Review and validate non-technical journal entries and perform bank reconciliations
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Prepare monthly financial reporting packages for internal and external stakeholders
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Partner with Financial Planning & Analysis to ensure consistency between actuals and budgeted results
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Reconcile and analyze investment activity using third-party investment data and custodian statements
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Perform monthly balance sheet and income statement analyses, identifying and escalating discrepancies
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Prepare statutory financial statement components, including core schedules, investment disclosures, and related notes
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Support audit processes by coordinating documentation requests and required schedules
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Interpret and apply evolving accounting and regulatory standards across GAAP, statutory, and international frameworks
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Collaborate with actuarial partners on loss-related balances, including reserves and incurred-but-not-reported activity
Additional Responsibilities
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Respond to ad hoc financial and reporting requests
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Contribute to process improvements and special projects as assigned
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Support broader finance team initiatives as business needs evolve
Qualifications & Experience
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Bachelor’s degree in Accounting (Master’s preferred)
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CPA certification is a plus but not required
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Prior insurance industry accounting experience is required
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4–6+ years of progressive accounting experience
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Intermediate to advanced Excel skills and strong proficiency with Microsoft Office
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Experience with statutory reporting tools or insurance-focused financial systems
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Strong attention to detail with the ability to manage multiple deadlines
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Proactive, adaptable, and collaborative working style
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Effective communicator capable of engaging across teams and functions
Core Competencies
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General Ledger Accounting & Reconciliations
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Statutory & Regulatory Financial Reporting
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Investment Accounting
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Financial Analysis & Forecasting
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Accounting Standards & Regulatory Compliance
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Process Improvement & Automation
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Risk & Control Awareness
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Data Management & Documentation
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Cross-functional Collaboration & Stakeholder Support
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