Sammons Financial Group (SFG) member companies offer some of today's most sought after life insurance, annuity, and retirement planning products. Unlike most financial organizations, our companies are not publicly traded, which means we're focused on long-term value rather than short-term earnings pressures. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.
What you can expect when you join SFG:
A casual dress code including jeans
A rich company culture driven by private ownership and intentional leadership inspiring employees to engage in our healthy, high-performing and values based culture.
Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO and generous number of paid holidays
Great benefits including medical, dental, vision, wellness plan, charitable giving programs, education assistance to name a few ESOP-A generous 100% company funded retirement plan
What we are looking for:
This accounting position is within the Financial Reporting team of the Corporate Accounting Division. You will be responsible for preparation and analysis of internal and external financial statements, footnotes and related analytical reports. Work in a positive, professional and collaborative fashion with employees at all levels across the organization.
Apply knowledge of Statutory Accounting Principles to the preparation and analysis of the statutory-based quarterly/annual financial statements and filings.
Apply knowledge of Generally Accepted Accounting Principles (GAAP) with an emphasis on insurance-based concepts to preparation and analysis of the GAAP financial statements.
Prepare settlement schedules and journal entries for reinsurance treaties. Implementation impact of new treaties or treaty amendments.
Prepare journal entries to support the financial reporting functions and reconcile account balances to supporting documentation.
Produce various analytical reports, research items or trends that are unusual and communicate findings to leadership.
Coordinate with and support external auditors in areas of responsibility applicable to the external audits.
Utilize familiarity with the Sammons Financial Group (SFG) entities, business units, chart of accounts, profit centers, hierarchies,
processes and controls in order to assist the Financial Reporting team meet the department's goals.
Utilize familiarity with the SFG SAP general ledger systems, policy administration systems, journal entry interface systems and other applicable technology used by the Financial Reporting team.
Participate in the preparation of statutory and GAAP financial plans.
Support the Financial Reporting team in special assignments and projects as deemed necessary to meet departmental goals.
Maintain procedural documentation for all assigned tasks and adhere to processes and procedures in support of the required internal controls.
Develop and maintain effective, positive and collaborative, working relationships with key stakeholders across the organization including several geographic locations.
Demonstrate the SFG core values of Accountability, Openness, Respect and Integrity.
Demonstrate collaborative team skills within and outside of Corporate Accounting; work in a positive fashion toward common organization goals
The workload may occasionally demand additional work outside of the company's standard 40-hour work week
Bachelor's Degree Accounting required
2-4 years insurance accounting or applicable public accounting experience preferred
Effective written and verbal communication skills; ability to work with individuals outside of Corporate Accounting
Effective analytical and critical thinking skills and a professional judgement disposition
Ability to work independently with limited guidance
Ability to prioritize multiple projects and allocate time as needed
Demonstrates professionalism, motivation and intellectual curiosity
Ability to adapt to change and learn quickly
Desire to attain or further insurance-industry specific accounting and finance skills
Strong Microsoft Office skills; working knowledge of company-specific software applications
Basic knowledge of insurance industry-specific GAAP and statutory accounting concepts
Working knowledge of insurance products
Due to the financial nature and level of accountability of this position, a credit and criminal background check is required.