Director, Financial Reporting & Allocation Strategy

RGA Reinsurance Company$125K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Tax or equivalent; graduate degree is a plus
  • Minimum 8 years of relevant Finance, Accounting or Tax experience
  • Over 4 years of supervisory or management experience
  • 3+ years in public accounting preferred
  • 5+ years of insurance/reinsurance accounting experience preferred
  • Familiarity with TBM taxonomy and Apptio software is a plus
  • Advanced Excel or BI tool proficiency

Responsibilities

  • Enhance EBM allocations for accurate financial reporting and decision-making
  • Ensure integration of TBM with IUC processes for unified allocation framework
  • Act as the main liaison between service providers and recipients regarding allocation benefits
  • Collaborate with Global Tax to maintain transfer pricing documentation
  • Improve and adapt the Apptio software platform for business needs
  • Support entity restructurings while ensuring allocation conformity
  • Lead process design and implementation for regulatory compliance

Benefits

  • Comprehensive health coverage
  • Retirement savings plan options
  • Annual performance bonus plan
  • Eligibility for long-term equity incentive plan
  • Hybrid work model flexibility
  • Professional development opportunities
Full Job Description
The Director, Financial Reporting & Allocation Strategy leads the enterprise-wide allocation strategy, ensuring transparency, accuracy, and compliance across management and legal entities. This role drives process simplification, oversees integration of financial and technology frameworks, and partners with stakeholders to deliver clear, efficient, and scalable allocation solutions. What you will do • Helps improve Enterprise Business Management (EBM) allocations and legal entity alignment to support accurate financial reporting and decision-making. • Ensure seamless integration of Technology Business Management (TBM) with the consolidated Inter Unit Charge (IUC) process to deliver a unified allocation framework. • Serve as the key point of contact between service providers and recipients, ensuring allocation benefits are clearly understood at office and segment levels. • Partners with Global Tax to maintain up-to-date transfer pricing documentation in support of related party transactions. • Maintain and continuously improve the Apptio software platform to support evolving business needs and allocation methodologies. • Play a critical role in entity restructurings, ensuring allocations remain aligned from both management and legal perspectives. • Lead the design, implementation, and re-engineering of allocation processes to meet changing business requirements and regulatory/tax compliance. • Maintain a deep understanding of material company reorganizations to ensure proper integration with the IUC process. • Champion clarity and simplicity in allocation methodologies, making them easier for stakeholders to understand and apply. Qualifications • Bachelor's degree (BA/BS) in Accounting, Finance, Tax or equivalent experience; a graduate level degree would be an asset • Minimum of 8 years Finance, Accounting or Tax experience • 4+ Years supervisory or management experience • 3+ Years public accounting experience would be ideal • 5+ Years insurance/reinsurance accounting experience would be ideal but not a requisite • Experience with TBM taxonomy is a preferred asset • Experience with Apptio software platform is a preferred asset • Advanced Excel or BI tools • Advanced knowledge of broad business practices • Advanced skills in managing multiple tasks and projects simultaneously, including the ability to delegate key areas of responsibility • Advanced persuasion skills when working with internal and external partners to resolve issues/problems • Advanced oral and written communication skills, demonstrating the ability to convey business terminology that is meaningful and well received by internal and external contacts. Ability to communicate complex tax issues to senior management in a concise manner with the ability to establish credibility and decisiveness • Advanced ability to investigate, analyze and solve complex problems/issues • Advanced people management skills, demonstrating an ability to lead, mentor and develop associates • Advanced skills in translating business needs and problems into viable and accepted solutions. Advanced ability to analyze and improve business processes • Advanced ability to liaise with individuals across a wide variety of operational, functional, and technical disciplines • Advanced ability to work well within a team and foster teamwork environment • Certified Public Accountant is an ideal asset #LI-HYBRID #LI-MC1 Compensation Range: Base pay varies depending on job-related knowledge, skills, experience and market location. In addition, RGA provides an annual bonus plan that includes all roles and some positions are eligible for participation in our long-term equity incentive plan. RGA also maintains a full range of health, retirement, and other employee benefits.

About RGA Reinsurance Company

RGA Reinsurance Company Careers

There has never been a more opportune time to join the dynamic team at RGA Reinsurance Company—the leading entity in the reinsurance industry globally.

Work You’ll Do

Join RGA Reinsurance Company's top-tier team to assist some of the most prominent companies worldwide in navigating their challenges and seizing growth opportunities through innovative reinsurance solutions. Transform the reinsurance landscape with the brightest minds at RGA Reinsurance Company, where leadership, innovation, and a commitment to diversity training shape the future of the industry. Lead from a unique position in the marketplace, at the crossroads of deep industry expertise and groundbreaking innovation. Engage with a global team of business and reinsurance advisors to help clients master their strategic objectives. Collaborate with the most skilled group of reinsurance professionals in the world, dedicated to excellence and forward-thinking solutions.

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The initiative aims to build a market-leading team to guide some of the world’s most renowned companies through their strategic reinsurance needs with unmatched expertise.

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Join the largest group of reinsurance experts globally—dedicated professionals at the nexus of technology, industry knowledge, and digital transformation.

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Deliver targeted reinsurance solutions through a depth and breadth of consulting experience and innovation that’s unparalleled in the industry.

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Work with a wide range of reinsurance technologies and leverage the unparalleled capabilities, global scale, and joint solution development of a powerhouse team.

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