AVP, External Reporting

Job Overview:

This is a key role within the External Reporting team, positioned at the intersection of financial reporting, analytics, and executive communications. The AVP, External Reporting reports to the VP, Finance External Earnings Reporting and manages a small team of direct and indirect reports. The AVP plays an active role in the quarterly earnings process and external reporting deliverables, owning key components of financial materials and ensuring consistency, accuracy, and alignment across all disclosures. 

Responsibilities:

Quarterly Earnings & Financial Reporting

• Own and prepare key components of the quarterly earnings release, financial supplement, and supporting schedules.
• Contribute to the development and review of key external communications, including Investor Day. materials, annual reports, shareholder letters, and proxy statements.
• Support and contribute the preparation and review of SEC filings (Forms 10-Q and 10-K), including MD&A and related disclosures.
• Perform reconciliations between reporting outputs and source systems (e.g., general ledger, TM1).

Financial Analysis & Insights

• Analyze financial performance, key drivers, and variances across reporting periods, providing clear insights to senior leadership.
• Conduct variance analysis and out-of-balance investigations using system data and input from business partners.
• Translate complex financial data into concise, actionable insights for executive audiences.

Controls, Compliance & Audit Support

• Support a strong financial reporting control environment, including SOX requirements and adherence to internal policies.
• Serve as a key point of contact for external auditors on assigned areas and provide timely, accurate responses.

Process Improvement & Technology

• Identify and implement process improvements to enhance efficiency, accuracy, and control within external reporting workflows.
• Leverage advanced Excel capabilities and financial systems (e.g., TM1, PeopleSoft) to automate processes and improve data integrity.

Team & Stakeholder Collaboration

• Manage, coach, and develop direct and indirect reports, supporting performance and professional growth.
• Build and maintain strong working relationships across global finance teams.
• Coordinate deliverables and timelines across stakeholders to ensure timely reporting.

• Bachelor’s degree in Finance, Accounting, or related field; CPA or MBA preferred.
• 7–10 years of financial reporting experience, including exposure to SEC reporting and external disclosures.
• Strong knowledge of US GAAP and SEC reporting requirements; insurance industry knowledge preferred.
• Experience with financial systems and tools such as TM1, PeopleSoft, or similar platforms.
• Advanced Excel skills (formulas, data analysis tools, automation techniques).
• Demonstrated ability to manage multiple high-priority deliverables in a deadline-driven environment.
• Strong written and verbal communication skills.

Required Personal Skills:

• High attention to detail and strong commitment to accuracy and data integrity.
• Proven ability to take ownership and drive results independently.
• Strong organizational and time management skills. 
• Collaborative team player with a proactive, solutions-oriented mindset
• Professional demeanor with the ability to perform under pressure during peak reporting cycles