Responsibilities:
- Prepare and upload term life and segregated fund data to the Company’s data layer solution (the data layer) on a periodic basis
- Prepare control files to ensure accuracy and completeness of staging, enrichment, and aggregation processes
- Review data layer reports to ensure quarterly processes have been executed correctly and accurate through the data layer
- Responsible to run RiskIntegrity software (“RI”) and review RI reports to ensure processes have been executed completely and accurately
- Review transactional data output from RiskIntegrity and prepare journal entries for recording into Workday Financials
- Compare Workday Financial Reports with RI reports to ensure accuracy and completeness of transaction posting
- Prepare quarterly and annual regulatory filings, financial statements, and insurance-related note disclosures
- Reconcile insurance related balance sheet accounts on a periodic basis and investigate large or unusual variances
- Prepare various surveys and develop standard procedures for survey completion
- Review accounting and reporting pronouncements and updates on a periodic basis to assess changes in data and reporting requirements
- Perform impact assessment on data layer and other processes due to those changes, including impacts on insurance related disclosures
- Assist in all financial reporting related processes and controls improvement initiatives including upgradation of data layer and implementation of newer versions of RiskIntegrity software
- Financial reporting related special projects and other miscellaneous duties, as required
Qualifications:
- Professional accounting designation – CPA, ACCA or another international accounting designation or pursuing towards the designation
- Minimum three to five years financial reporting and accounting experience, preferably in the financial services industry, mainly life insurance
- Prior experience with regulatory reporting and/or audit is an asset
- Strong analytical and practical problem-solving skills
- Work independently and manage tight deadlines and priorities
- Strong initiative and ability to work under pressure and manage multiple projects with strong follow through skills
- Highly flexible to work in a team environment, as well as independently with minimal supervision
- Results-driven and highly detail-oriented
- Excellent verbal and written communication skills
- Advanced Excel skills and proficient in MS office programs
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
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What We Do
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 129,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 40 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI." Primerica’s focus is on serving the needs of middle-income consumers by providing products such as term life insurance, mutual funds, annuities, and more. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com. Headquartered in Duluth, Georgia, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.
