Senior Statutory & Regulatory Reporting Specialist
We are seeking an experienced Senior Statutory & Regulatory Reporting Specialist to join our Finance team and support statutory and regulatory reporting across the United States and Canada. This role is critical in delivering high‑quality quarterly and annual filings, Yellow Book reporting, OSFI submissions, and strong financial governance within the insurance sector. Some knowledge of IFRS 17 is beneficial but not the primary focus of the role.
Key Responsibilities
- Prepare and file quarterly and annual statutory financial statements for U.S. regulatory authorities, including full NAIC Yellow Book reporting.
- Prepare and submit Canadian OSFI regulatory returns, including P&C filings, MCT calculations, and supporting exhibits.
- Assist in statutory close processes, including trial balances, income statements, balance sheets, and working papers for both U.S. and Canadian entities.
- Prepare and review statutory investment reporting schedules for both jurisdictions.
- Monitor NAIC and OSFI regulatory updates, summarize key changes, and communicate impacts to internal stakeholders.
- Coordinate with actuarial teams on closing activities, including basic IFRS 17/actuarial liability alignment where applicable.
- Support external auditors for U.S. statutory audits and OSFI examinations, including preparation of documentation and responding to requests.
- Model surplus, RBC ratios, and assist with ORSA‑related statutory support.
- Liaise with internal auditors, regulators, and financial examiners; provide explanations, support documentation, and variance analyses.
- Assist in preparation of MD&A, supplemental filings, and state‑specific reporting requirements.
- Monitor NAIC communications and regulatory exposure drafts; keep management informed and support required implementations.
- Answer accounting and reporting questions from leadership, auditors, and regulators by interpreting data and demonstrating understanding of statutory performance.
- Participate in process improvements, workflow optimization, and enhancements to reporting controls and governance.
- Manage state filing processes, maintaining state‑by‑state requirement checklists to ensure timely remittances.
Qualifications
- Bachelor’s degree in accounting, Finance, or related field required.
- CPA, CPCU, or related professional designation preferred.
- Minimum 4+ years of statutory or regulatory reporting experience within the insurance sector.
- Experience preparing U.S. statutory filings (NAIC/Yellow Book) and/or Canadian OSFI returns.
- Working knowledge of IFRS 17 (preferred but not required).
- Experience with statutory investment reporting for insurance entities.
- Advanced Excel skills with strong analytical capabilities.
- Working knowledge of financial analysis and financial modeling.
Competencies
- Strong analytical and problem‑solving abilities.
- High attention to detail and accuracy.
- Excellent written and verbal communication skills.
- Ability to manage multiple regulatory deadlines in a fast‑paced environment.
- Strong collaboration skills across Finance, Actuarial, and Investments teams.
- Accountability, ownership, and professional integrity.
Looking for candidates in the East Coast/Midwest area. Also available to work hybrid if near one of our offices.
All your information will be kept confidential according to EEO guidelines.
