Manager, Accounting & Financial Reporting

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What you can expect as the Manager, Accounting & Financial Reporting:

Leadership position within the Financial Reporting team of the Corporate Accounting Division. Lead team in preparation and analysis of internal and external financial statements, footnotes and related analytical reports. Lead team in utilizing technology and drive projects in support of team objectives. Hold team accountable to both technical work standards and service levels but also to expected interpersonal and professional work demeanor.

  • Ensure team successfully executes on the timely and accurate completion of the monthly, quarterly and annual financial statements and footnotes of the Sammons Financial Group (SFG) Member Companies.
  • Manage the administration of reinsurance treaties by the Financial Reporting team. Participate in review and analysis of potential new treaties or treaty amendments and lead reinsurance audits.
  • Ensure team accurately completes journal entries and reconciliations of account balances to supporting documentation. Design, document and implement internal controls related to financial reporting.
  • Provide coaching and guidance to team to build analytical and critical thinking skills. Provide meaningful and actionable information to meet the business needs of Sammons Financial Group (SFG) leadership as it relates to the financial results.
  • Coach, mentor and motivate the activities of team members, driving accountability and growth in technical and interpersonal skills and effectiveness of the team. Create an environment that fosters a high performance culture.
  • Work with and support external auditors and regulatory examiners in areas of responsibility applicable to the external audits and exams. Monitor team interactions with auditors and provide coaching and guidance to build team skills.
  • Apply knowledge of the SFG entities, business units, chart of accounts, profit centers, hierarchies, processes and controls in order to effectively manage the ability of the team to implement changes in the organization that impact Financial Reporting.
  • Apply knowledge of SFG technology platforms or new technology in order to effectively anticipate and utilize team to implement changes in the organization that impact Financial Reporting.
  • Responsible for the review and analysis of components of statutory and GAAP financial plans.
  • Communicate effectively, professionally and positively with areas outside of Corporate Accounting to proactively, identify and implement projects that impact Financial Reporting.
  • Identify, prioritize and assign special assignments and projects to the appropriate team members; drive and monitor execution of projects to meet departmental goals.
  • Maintain procedural documentation for all assigned tasks and adhere to processes and procedures in support of the required internal controls. Ensure all team duties are adequately documented.
  • Develop and maintain effective, positive, and collaborative working relationships with key stakeholders at all levels across the organization including several geographic locations.
  • The workload may occasionally demand additional work outside of the company's standard 40-hour work week.
  • Demonstrate collaborative team skills within and outside of Corporate Accounting; work in a positive fashion toward common organization goals.
  • Commitment to embrace Sammons Financial Group Companies shared values (Respect, Accountability, Integrity, and Openness)
  • As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.



What we are looking for:

  • Bachelor's Degree in Accounting required
  • Master's Degree in Accounting preferred
  • CPA preferred
  • Minimum 5 years' insurance accounting or applicable public accounting experience preferred
  • Demonstrated leadership through developing, coaching and mentoring a team
  • Strong written and verbal communication skills; ability to work with and communicate with senior leaders outside of Corporate Accounting and external auditors
  • High degree of analytical and critical thinking skills and a professional judgement disposition
  • Ability to identify and resolve complex issues and lead resources within a team to achieve results
  • Ability to prioritize multiple projects, delegate and allocate time and resources effectively; ability to meet strict deadlines is necessary
  • High degree of professionalism, motivation and intellectual curiosity; courage to address challenging issues in a professional and positive fashion
  • Ability to adapt to change and learn quickly
  • Desire to attain or further insurance-industry specific skills beyond accounting and finance
  • Ability to lead a team's ability to identify and apply appropriate software to efficiently achieve objectives
  • Demonstrated ability to research and implement existing and emerging insurance industry GAAP and stat accounting concepts
  • Strong knowledge of insurance products and how the economics of those products are reflected in accounting results
  • Due to the financial nature and level of accountability of this position, a credit and criminal background check is required.



Sammons Financial Group Companies offers some of today's most sought after life insurance, annuity, retirement planning products and portfolio-management solutions. 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 Sammons Financial Group:

  • A rich company culture driven by private ownership and intentional leadership inspiring employees to engage in our healthy, high-performing and values based culture
  • A healthy balance between work and personal life to do your best work. Workplace flexibility options may be available.
  • Friday afternoons off, competitive Paid Time Off, volunteer time off and a generous number of paid holidays!
  • Great benefits including medical, dental, vision, wellness, charitable giving programs, education assistance... to name a few!
  • A generous, 100% company funded, Employee Stock Ownership Retirement Plan!
  • A casual dress code, including jeans!
More Information on Sammons Financial Group Companies
Sammons Financial Group Companies operates in the Fintech industry. The company is located in West Des Moines, IA, Chicago, IL, Sioux Falls, SD and Fargo, ND. It has 1001 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability insurance, Dental insurance, Vision insurance, Health insurance and Life insurance. To see all 8 open jobs at Sammons Financial Group Companies, click here.
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