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The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ([email protected]?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._

Regular or Temporary:

Regular

**Language Fluency:** English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Responsible for providing quality assured financial reporting of the business activities within the Line of Business (LOB). Serves as liaison with the Corporate Policy team as subject matter expert, assisting in maintaining up to date policies, and requesting clarification of existing policies as required. Primary roles include Management Reporting & Analysis, Financial Risk Management (FRM), Financial Reporting, and accounting controls and operations. Responsibilities include management reporting, finance and accounting analytics, internal controls over financial reporting, execution of accounting processes, regulatory reporting, and accounting policy.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Manages professional-level teammates, sets the team's direction, and communicates individual and team priorities. Manages deliverables for the team against expected results. Manages deliverables for the team against expected results. Makes judgments about the team's priorities and approach to work. Identifies and resolves technical, operational, risk management, business, and organizational challenges. Leads highly complex and visible projects with notable risk and complexity. Makes leadership decisions within established policies & procedures.

2. Provide accounting guidance and support to ensure new products or transactions are accounted for correctly and accounting and financial reporting risks are identified

3. Review of reporting and analyses of monthly results in support of the closing process (EOC and other monthly reporting) and understanding and reviewing financial results

4. Subject matter expertise in the identification and querying of the data necessary to prepare and provide value added management reporting

5. Account level variance analysis in support of the month-end close process. Includes identifying, analyzing, and interpreting variances and unusual trends in the LOB GL activity

6. Review of standard and enhanced reports, regular and ad hoc analytics, and interpretation of LOB financial results

7. Assess accounting impacts of business changes

8. Oversight of the internal control structure over processes specific to the LOB that impact financial reporting; proactively partners with the LOB to ensure accuracy and integrity of processes impacting financial reporting

9. Includes understanding, articulating and reviewing results to ensure consistency with GAAP, financial policies, and controls

10. Reviews reporting and analyses of monthly results for the closing process to identify and mitigate areas representing material financial risk

11. Provides support for LOB information enhancement initiatives

12. Oversight and review of SEC and Regulatory disclosures and financial filings to ensure the SOX Control structure mitigates financial risk

13. Ensures adherence to relevant Financial Management requirements including policies, standards, procedures, internal controls, and record retention

14. Support the month end close process

15. Analysis of GL activity and results

16. Performance of SOX controls

17. Preparation of journal entries to record the results of business transactions to the GL

18. Serve as liaison with Accounting Operations group as subject matter expert for LOB accounting and data

19. Works collaboratively with the LOB and SFO teams to ensure accurate recording of transactions to the GL

20. Review and oversight of quarterly and annual SEC and Regulatory disclosures and other financial filings

21. As applicable by LOB, responsible for preparation and review of quarterly and annual legal entity audited financial statements and annual report

22. As applicable by LOB, responsible for the preparation, review, and monthly submission of other regulatory reports and filings - e.g. FINRA FOCUS II report; Form SIS, Form SSOI, Form OBS, Form Custody for registered broker/dealers

23. Support the Corporate Controller and Financial Reporting team on external financial and regulatory reporting matters including certain LOB specific regulatory reporting and internal management reporting

24. Serves as liaison with Corporate Accounting Policy team as subject matter expert on LOB accounting issues, assisting in maintaining up to date policies, and requesting clarification of existing policies as required

25. Responsible for monitoring compliance with Corporate accounting policies in the areas of the LOB that perform accounting processes

26. Responsible for adhering to Truist Insurance Holdings accounting policies

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s degree in Accounting or Finance, or equivalent education and related training.

2. Eight years of relevant accounting or finance experience and 2 years of leadership experience.

3. Ability to interpret and explain complex information to a range of audience and build consensus among different stakeholders. Ability to influence others at senior levels to adopt a new perspective.

4. Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry

5. Excellent verbal and written communication skills.

6. Advanced analytical skills and the ability exercise judgment and solve complex problems.

7. Sound and logical decision-making abilities.

8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.

**Preferred Qualifications:** :

1. Supervisory experience of multiple teams

2. CPA

3. Financial services or specialized industry experience

4. Master’s degree

5. Proficient in Essbase/ Hyperion, EPM/BPC, or other enterprise accounting software.

**General Description of Available Benefits for Eligible Employees of CRC Group:** At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

_CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace._

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf)

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.

• Innovation: Work in a forward-thinking environment that values new ideas.

• Community: Be part of a supportive team that celebrates success together.

• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.