Financial Reporting Manager

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The Financial Reporting Manager is responsible ensuring the accuracy and completeness of the preparation of reporting activities associated with the GAAP and non-GAAP financial results including, but not limited to, financial statements, bank compliance reporting, board of directors’ materials and any other supporting schedules or ad-hoc reports. Additionally, this role represents the foundation of the external reporting process to our key stakeholders.

Job Description

Duties/Responsibilities:

[The following reflects duties for this job but does not restrict the tasks that may be assigned.  Management may assign or reassign duties and responsibilities to this job at any time for business reasons.]

• Timely review and preparation of financial statements, footnotes, disclosure checklist and supporting schedules according to the accounting close calendar to meet quarterly and annual reporting requirements and deadlines
• Partner with company’s external auditors to plan the audit to ensure a successful outcome from an audit opinion perspective and ensure timely delivery of fully addressed responses to audit requests
• Collaborate with the internal business partners to develop and maintain accounting policies to ensure compliance with GAAP, debt agreements, and other relevant accounting standards
• Research complex accounting and reporting matters (including items that arise from new transactions and ASUs to be adopted), document findings in an organized fashion including conclusions reached,, and ensure proper training within the reporting team
• Provide education, recommendations and training to senior management on important accounting issues and adoption of new ASUs
• Manage and develop a team of financial reporting and technical accounting professionals, including work allocation, system training, performance evaluations and the building of an effective and efficient team dynamic
• Analyze consolidated and business unit financial statements and other supporting schedules to understand trends and ensure the accuracy of reported results; clearly communicate results and recommendations to upper management and key decisionmakers
• Develop and maintain strong working relationships with stakeholders and other departments within our company
• Spearhead special projects including new accounting principle implementation
• Timely review of the prepared quarterly bank compliance reporting and other quarterly key stakeholder reporting required including preparing applicable compliance schedules/reports
• Timely review of the prepared monthly board of directors’ reporting
• Assist with the monthly accounting close including the review of journal entries and reconciliations
• Participate in or manage aspects of projects pertaining to our strategic digitization initiatives as well as other initiatives within Finance and Accounting and across other departments
• Participate in process improvements (e.g., new system implementations, system conversions, strategic initiatives) and procedural or accounting changes
• Identify areas of improvement and provide recommendations to management
• Additional responsibilities may include researching and implementing operational improvements, ad-hoc analyses and special project work

Qualifications/Minimum Job Requirements:

• Bachelor’s degree in Finance, Accounting, or equivalent combination of education and experience
• CPA or CPA eligible preferred
• MBA certification or in progress a plus
• Five to ten years of relevant experience focused on financial reporting

Knowledge, Skills, and Abilities:

• Leadership and team player skills
• Decision-making skills
• Strong organizational skills with attention to detail
• Excellent project management skills
• Ability to take responsibility, ownership and accountability
• Advanced MS Office Suite including Excel with the ability to use tools and shortcuts to work efficiently and effectively across files
• Excellent knowledge of GAAP and financial reporting
• Knowledge of accounting and financial systems and software programs
• Analytical skills

• Ability to interpret contract language
• Ability to effectively and proactively communicate with other departments
• Independent and hard-working, with a positive outcome focus and integrity