THE OPPORTUNITY

Title: Vice President of Financial Reporting

Job Type: Full-time Exempt

Reports to: Chief Financial Officer

Location: Austin, TX (Corporate Headquarters located in the Domain)

In Office

Summary: Citizens, Inc. is seeking a Vice President of Financial Reporting with outstanding analytical and management ability to join our Finance team. The Vice President of Financial Reporting will be a hands-on partner with teams across the Company to ensure the accuracy, integrity, and compliance of reported results, while driving efficiencies in financial reporting and maintaining a focus on timely execution. This role will have primary day-to-day responsibility for managing and controlling all financial reporting related activities of the company. This role reports directly to the Chief Financial Officer in the Finance Department.

WHAT YOU WILL GET TO DO

• Responsible for overseeing all financial reporting and analysis functions, ensuring financial statements and reports are accurate, timely and prepared in accordance with generally accepted accounting practices and statutory accounting practices.
• Oversees the analysis of current and past financial data and performance and prepares reports based on this analysis. Identifies trends in financial performance and provides recommendations for improvement. Review all documentation to develop and improve internal controls over financial reporting.
• Prepares, reviews, and leads the monthly, quarterly, and annual financial statements, related footnotes, and disclosures including all filings of Form 10-K, 10-Q and 8-Ks as well as review of the XBRL submissions while ensuring quality and administering a strict timeline. Manages the internal and external review for these documents.
• Partners with the CFO to determine financial reporting implications for all material business decisions.
• Oversees and reviews the preparation of quarterly tax provisions and annual income tax, premium tax and franchise tax returns. Coordinates tax filings and payments ensuring timely completion. Identifies operational changes impacting tax environment and communicates those changes to relevant parties.
• Creates and maintains financial and regulatory reporting calendar to inform parties of necessary deadline process adherence for the monthly, quarterly, financial statements and reports, and monthly financial reporting package for executive and senior management.
• Coordinates with members of the finance team to review financial information and forecasts.
• Prepares, reviews, and leads financial reporting on all regulatory filings of Statutory quarterly and annual statements and other related filings.
• Monitors changes in accounting standards, regulations, and industry trends to ensure compliance and best practices.
• Ensures the integrity, performance, and maintenance of the financial data and reporting environment.
• Partners with technology teams on database, systems, and reporting tool upgrades. Leads the effort to implement new technology or redesigned data structures that would increase reporting performance and functionality.
• Ensures compliance with company policies and legal regulations.

• Model professionalism, integrity, and a strong work ethic to inspire and motivate team members.
• Participate in cross-functional teams to provide leadership and support on strategic projects.
• Creates a culture of accountability to ensure the delivery of world-class financial products and services.
• Ability to lead through change as well as the ability to generate disruptive change to create room for new possibilities and creative thinking.
• Performs other duties as required.

WHAT YOU NEED TO SUCCEED

• Bachelor's degree in accounting or related field (4-year degree).
• Requires more than ten (10) years of experience directing and overseeing financial accounting and financial reporting in a public company environment with a minimum of five (5) years of experience in a senior financial leadership position.
• Life insurance or banking industry experience is required.
• Five (5) or more years of experience with SEC filings; XBRL experience is required.
• Certified Public Accountant (CPA) or Certified Internal Auditor preferred.
• Must have outstanding written and verbal communication skills with demonstrated ability to think analytically and strategically to identify and solve problems, implement solutions, and advance business initiatives.
• Outstanding organizational skills, including prioritizing and follow-up and the ability to handle competing demands and priorities.
• Must be fully proficient in financial software tools (e.g., Oracle, Workiva, Clearwater).
• Must be fully proficient with SharePoint and Microsoft Office products, including Word, Excel, and PowerPoint. Microsoft Excel proficiency at mastery level is required.

BENEFITS (the fun stuff)

As an employee of Citizens, we promise you the opportunity to make a meaningful difference in the lives of our customers, communities, and one another. We believe in fostering a culture of camaraderie, where your ideas are valued, and collaborative efforts drive innovation. Our commitment to rewarding work extends beyond professional growth to recognize your individual contributions and achievements.

We take a complete approach to our employees' well-being. Our benefits package includes medical, dental, vision, short-term and long-term disability, AD&D, group term life insurance, and a matching 401k to secure your financial future. Our benefits plan allows for Virtual Visits and access to our Employee Assistance Program, showcasing our commitment to your health and work-life balance. Enjoy the added perks of generous Paid Time Off and holidays, ensuring you have the time to recharge and savor life outside of work. Join us and embrace a workplace that values not only your professional growth but also your personal fulfillment.

At Citizens, our employees and customers are at the heart of everything we do. Our success as a company begins with our team of employees and departments to service our customers. That's why we strive to create an environment where employees are equipped and challenged to reach their full potential.