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Technical Accounting Manager (Insurance)

Chicago, Illinois, United States
November 28, 2016

Job description

We are seeking a self-motivated Technical Accounting Manager with at least 3 years of SEC reporting or public client experience to assist with the preparation of the Company’s SEC filings, press releases, Board presentations, and other reporting and analytic needs of the organization.

The following are “Must Haves” for this position:

1. 5-7 years accounting and/or financial reporting experience, with at least 3 years of SEC reporting experience or serving public clients, including IPO’s

2. Strong technical GAAP accounting, SEC reporting, and research skills

3. Certified CPA - Licensed preferred

If you want to differentiate yourself from the pack, keep reading:

1. Transaction services (IPO, M&A, and SEC)

2. Public accounting experience with Big 4 or mid-tier

3. Insurance industry experience

4. Previous controllership experience


•Preparation of S-1 and periodic SEC documents, including quarterly reports on Form 10-Q and annual reports on Form 10-K, which requires coordination with other departments, including legal, human resources and operations, and parties outside of the company such as external auditors and counsel

•Assistance with the preparation of consolidated financial statements, including statements of comprehensive income and cash flows

•Participating in the preparation and review of quarterly earnings releases and related schedules, including investor relations presentations

•Assistance with preparation of Audit Committee and Board presentations

•Maintaining current understanding of the FASB, SEC and other regulatory bodies' projects in order to keep management apprised of pending decisions that will impact the company

•Reading and understanding new accounting pronouncements; preparation of memos and papers describing discussing resolution of accounting issues regarding the implementation for senior management and external auditors

•Assistance with preparation and implementation of accounting policies

•Management of stock-based compensation, including recognition of expense and reviewing and assessing underlying assumptions in compliance with US GAAP

•Calculation of earnings-per-share “EPS” in accordance with relevant US GAAP and SEC guidance

•Preparation of consolidated and operating segment level analytics related to the Company’s financial condition, results of operations and cash flows

•Assistance in the management of SOX 404 process, as it relates to Financial Reporting

•Support the legal team in the preparation of the annual proxy statement


•3+ years of SEC reporting experience or serving public clients, including 5-7 years of progressive responsibilities in an accounting or financial reporting role

Education & Technical Skills

•Bachelor's degree in Accounting, Finance, or related field from an accredited four-year college or university

•Strong Excel, Word, and PowerPoint skills – MS Office version 2010

•Familiarity XBRL tagging and SEC reporting tools a big plus

Certificates and Licenses

•Certified CPA – Licensed preferred

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