VP, Insurance Finance & Reporting

Investment, Reinsurance & Capital Management Establish investment accounting and statutory investment reporting, including Schedule D. Oversee reinsurance accounting, treaty settlements, recoverables, and applicable statutory schedules. What Success Looks Like: First 90–180 days: Establish the statutory accounting framework, advance systems integration, implement financial close procedures, and operationalize core regulatory reporting.

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  About Eleven Recruiting
We are a specialized technology staffing agency supporting professional and financial services companies. Why do we stand out in technology staffing? We listen and act as advisors for our candidates on how they can best add value, find interesting projects, and pave a path for career advancement. We advocate for the best pay, diversity in tech, and the best job fit for every candidate we place. 

Our client, a financial services company, is seeking a VP, Insurance Finance & Reporting to join their team in Dallas, TX!
  This is a unique opportunity to establish the financial infrastructure of the firm, including statutory accounting, regulatory reporting, financial systems integration, capital management, and financial planning.
  Responsibilities:Finance Infrastructure & Accounting

• Build the statutory chart of accounts, accounting policies, financial controls, and close procedures.
• Lead finance requirements and testing for the NetSuite–Equisoft policy administration system integration.
• Establish accounting workflows, reconciliations, and processes to support the carrier’s first financial closes.
• Lead acquisition accounting activities in coordination with external accounting advisors.

Statutory Reporting & Regulatory Compliance

• Own quarterly and annual statutory financial statements and NAIC reporting.
• Oversee statutory schedules, investment reporting, premium tax compliance, and regulatory submissions.
• Coordinate with the appointed actuary on reserves, actuarial opinions, and risk-based capital (RBC) calculations.
• Support regulatory examinations and serve as a key finance contact for the domiciliary state insurance regulator.

Investment, Reinsurance & Capital Management

• Establish investment accounting and statutory investment reporting, including Schedule D.
• Oversee reinsurance accounting, treaty settlements, recoverables, and applicable statutory schedules.
• Monitor statutory surplus, liquidity, capital adequacy, and RBC ratios.
• Develop budgets, forecasts, capital plans, and financial analyses for executive leadership and the Board.

Controls, Audit & Team Development

• Establish internal controls, financial policies, and audit-ready documentation.
• Lead the carrier through its first statutory audit cycle.
• Manage relationships with external auditors, tax advisors, actuarial partners, investment managers, and other financial service providers.
• Build a scalable finance organization encompassing controllership, statutory reporting, FP&A, and reinsurance accounting.

Required Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.
• Active CPA credential.
• At least eight years of progressive finance and accounting experience.
• At least five years of direct experience within a life insurance or annuity carrier’s finance or accounting function.
• Hands-on expertise in SAP and NAIC Annual Statement preparation.
• Experience with statutory reporting, RBC calculations, actuarial coordination, and investment reporting.
• Experience integrating policy administration system transactions with a general ledger.
• Strong analytical, communication, and leadership skills, with the ability to balance hands-on execution and strategic oversight.

Preferred Qualifications:

• Experience building a finance function in a startup, greenfield, or de novo insurance carrier.
• NetSuite and insurance policy administration system experience, including Equisoft or comparable platforms.
• Insurance acquisition accounting and purchase price allocation experience.
• Reinsurance accounting, Schedule F, and Schedule D reporting experience.
• Familiarity with MYGA, fixed indexed annuity (FIA), or registered index-linked annuity (RILA) products.
• Knowledge of Texas Department of Insurance reporting and examination requirements.
• ASA or CFE credential is a plus.

What Success Looks Like:

• First 90–180 days: Establish the statutory accounting framework, advance systems integration, implement financial close procedures, and operationalize core regulatory reporting.
• First 12–24 months: Lead the first statutory audit cycle, strengthen capital and financial planning processes, and build an internal finance team to support the carrier’s growth.

Reporting Relationship The role will initially report to an interim executive leader, with the permanent reporting relationship expected to transition to the CFO or CEO as the organization develops. The position will work closely with executive leadership, the appointed actuary, operations, external advisors, and regulatory stakeholders.

Salary: $115,000 - $140,000

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