Public accounting or corporate accounting experience, ideally within a growing environment
Knowledge of GAAP required; familiarity with STAT reporting is advantageous
Ability to operate flexibly across various accounting functions rather than in a single specialization
Prior exposure to insurance-related accounting preferred but not essential
Desire for broader responsibilities and ownership in early career stages
Strong technical accounting skills with adaptability to industry specifics
Bachelor's degree in Accounting, Finance, or related field is required; CPA preferred but not mandatory
Responsibilities
Handle GAAP and STAT reporting tasks including reconciliations and month-end close support
Engage in a wider range of accounting responsibilities beyond typical senior accountant duties
Support accounting operations for reinsurance, life insurance, and annuities
Develop knowledge of insurance-specific accounting concepts while managing standard GAAP tasks
Work closely with finance leadership, providing insight into operational and strategic decisions
Collaborate across functions in a dynamic office setting to shape processes and structure
Benefits
Opportunity to gain hands-on experience in both GAAP and STAT accounting
Direct exposure to specialized insurance accounting, enhancing career marketability
Increased visibility and influence within a growing office environment
Room to shape and establish new processes as the team expands
Path to develop a unique skill set early in your career that is valuable for future advancement
Full Job Description
THE TEAM YOU WILL BE JOINING
A growing finance function within an insurance and retirement solutions organization, based in a newly expanded Charlotte office
A team working across reinsurance, life insurance, and annuities, offering broader exposure than a traditional public accounting seat
A flatter, less siloed structure than larger public accounting environments, where accountants work across a wider range of areas instead of one narrow lane
An organization actively building out its Charlotte presence and finance headcount as the office grows
LOCATION
Charlotte, NC
WHAT THEY OFFER YOU
Broader scope than a typical senior accountant role, hands-on across both GAAP and STAT rather than boxed into one workstream
Direct exposure to insurance specific accounting (reinsurance, life, annuities), a specialized skill set that's hard to build outside the industry
Visibility with finance leadership in a growing office, not buried in a large, established team
Room to shape process and structure as the office continues to build out, rather than stepping into something already fully set
A path to build a differentiated, harder to replicate skill set that carries real long term career value
WHY THIS ROLE IS IMPORTANT
This role puts you at the center of the organization's insurance accounting function, with hands on exposure to reinsurance, life, and annuities work that most senior accountants don't see until much later in their careers
The broader, less siloed scope builds a more versatile accountant than a narrow, single lane public accounting role would
GAAP/STAT plus reinsurance and annuities experience is a differentiated, marketable skill set for the long run
Joining during a period of active office growth means more visibility and influence over how the function takes shape, rather than joining an already set team structure
This is a chance to build a specialized niche in insurance accounting early, positioning you for more senior roles in the space down the line
THE BACKGROUND THAT FITS
Public accounting or corporate accounting background, with Big 4, regional, or mid size firm experience all considered; no strict pedigree requirement
Working knowledge of GAAP required; STAT experience is a plus but not a dealbreaker for the right candidate
Comfortable operating in a flatter structure where one person may touch multiple areas of the close and reporting process, rather than staying in a single, narrowly defined lane
Prior exposure to insurance, reinsurance, life insurance, or annuities accounting is a plus, but candidates without direct industry background will be considered if the technical foundation is strong
Someone who wants broader exposure and more ownership earlier in their career, rather than staying in a narrow specialization within a large team
Strong technical accounting fundamentals with the ability to pick up industry specific nuances (STAT reporting, insurance-specific reserves and adjustments) on the job
Bachelor's degree in Accounting, Finance, or related field required; CPA is a plus but not mandatory
WHAT YOU WILL DO
Handle core accounting responsibilities across GAAP and STAT reporting, including month-end close support, reconciliations, and reporting deliverables
Take on a broader range of responsibilities than a typical senior accountant role, moving across functions rather than staying confined to one area of the close
Support the accounting needs of an insurance-focused finance function covering reinsurance, life insurance, and annuities lines of business
Build working knowledge of insurance-specific accounting concepts (STAT reporting, reserve accounting) alongside standard GAAP responsibilities
Work closely with finance leadership in a growing office, with visibility into how decisions get made rather than being several layers removed
Partner cross-functionally as the Charlotte office continues to build out, contributing to process and structure decisions rather than just executing an already established playbook
