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Job PurposeThe Accounting Policy Lead provides accounting and financial reporting guidance to management and other functional areas with regard to interpreting accounting and regulatory policy by monitoring accounting standard setting acitivites, researching accounting and regulatory policy changes, evaluating and communicating the impact of these changes on company reporting requirements, and supporting the implementation of accounting changes.
Essential Responsibilities- Monitors, researches, and evaluates the impact of new or changing accounting and financial reporting guidance, including monitoring FASB and NAIC standard setting activities.
- Assists management in implementing necessary changes to policies, processes, and procedures to comply with new or changing accounting and financial reporting guidance.
- Maintains the Company’s accounting policy database.
- Analyzes, evaluates, and documents the Company’s accounting policies to be applied to new, significant, or unusual transactions.
- Prepares position papers documenting the Company’s position on technical accounting issues.
- Evaluates accounting and reporting errors, changes in accounting policy, or changes in accounting estimates.
- Prepares relevant notes to the financial statements disclosing the Company’s accounting policies.
- Assists in drafting and reviewing the Company’s financial statements and notes to those financial statements to ensure appropriate application and disclosure of accounting policies.
- Works across functions to educate management on the Company’s selection and application of current, new, and changing accounting policies.
- Implements and operates controls over the maintenance, appropriateness, and accurate reporting of the Company’s accounting policies.
- Supports the Company’s interaction with internal and external audit teams with matters regarding accounting policies.
- Interacts with all functions and departments, serving as a subject matter expert on accounting policy and financial reporting.
- Represents the Company through participation in relevant industry groups.
- Supports the strategic goals of the department and Company.
- Performs other duties and/or projects as assigned.
- Strong knowledge of insurance statutory accounting and US GAAP.
- Excellent written and verbal communication skills, and the ability to communicate with associates at all levels within and outside of the organization.
- Strong organizational skills and the ability to handle multiple priorities.
- Strong team player with strong professional and interpersonal skills.
- Demonstrated ability to work independently and establish priorities to meet tight deadlines.
- Ability to meet job requirements with a positive and productive attitude.
- Continuous improvement mindset.
- Bachelor's Degree in Accounting or related field required.
- Master's Degree in Accounting, Business Administration, or related field preferred.
- 5+ years of auditing / financial reporting experience required.
- “Big 4” public accounting experience preferred.
- Experience with SEC registered companies preferred.
- Insurance or financial services experience preferred.
- Experience accounting for investment assets preferred.
- Certified Public Accountant (CPA) preferred.
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
Skills Required
- Bachelor's degree in Accounting or a related field
- 5+ years of auditing or financial reporting experience
- Master's degree in Accounting, Business Administration, or a related field
- Big Four public accounting experience
- Experience with SEC-registered companies
- Insurance or financial services experience
- Experience accounting for investment assets
- Certified Public Accountant (CPA) certification
What We Do
Jackson® is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of award-winning service*, and streamlined experiences strive to reduce the confusion that complicates retirement plans. We dedicate our time, money, and resources to strengthening financial literacy, striving to make sure every American has access to the resources they need to master their money and their future. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. Interested in becoming one of our associates? We develop and celebrate talent in many areas, from sales and marketing to consulting and compliance. We know that diversity and inclusion make us all stronger together. Learn more about our products at jackson.com Contact Us Jackson.com 517/381-5500 – General Information 800/644-4565 – Contract Owners 877/565-2968 – Values and Contract Information * SQM (Service Quality Measurement Group) Contact Center Awards Program for 2004 and 2006-2021. (To achieve world-class certification, 80% or more of call-center customers surveyed must have rated their experience as very satisfied, the highest rating possible.) Jackson® is the marketing name for Jackson National Life Insurance Company® (Home Office: Lansing Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase New York). Jackson National Life Distributors LLC. SMPR1292 03/23








