Job Description

We are seeking a Manager with strong hands-on and supervisory experience in US Statistical reporting, including NAIC financial statement schedules, state-specific regulatory filings, and industry/data calls The role will lead end-to-end delivery for statutory reporting and regulatory submissions, ensuring timeliness, accuracy, completeness, and compliance with NAIC/DOI requirements. The incumbent will manage stakeholder interactions (Onshore/Offshore), drive controls and governance, and lead continuous improvement through standardization and automation.

Key Responsibilities

1) NAIC Statutory Reporting & Close

• Lead preparation, review, and submission of NAIC statutory financial statements, schedules, and supplements (Quarterly/Annual).
• Manage statutory close activities, including data validation, reconciliations, variance analysis, and schedule tie-outs.
• Ensure compliance with SAP (Statutory Accounting Principles), NAIC instructions, and company accounting policies.

2) Data Calls & Regulatory Submissions

• Own end-to-end management of regulatory/industry data calls, including NAIC and state DOI submissions (as applicable).
• Interpret regulatory instructions, define data requirements, coordinate inputs across Finance/Actuarial/Claims/Investments, and ensure accurate reporting.
• Develop calendars, trackers, and SLA-driven workflows for submission governance.

3) Governance, Controls & Audit Support

• Establish and execute robust SOX/ICFR-aligned controls for statutory reporting and data calls (e.g., review checklists, reconciliations, evidence).
• Serve as point-of-contact for internal/external audits, responding to PBC requests, explaining methodologies, and addressing findings.
• Drive issue management—root cause analysis, remediation plans, and preventive control strengthening.

4) Stakeholder & Team Leadership

• Manage and coach a team of analysts/senior analysts; allocate work, monitor quality, and ensure coverage across deliverables.
• Partner with onshore stakeholders, leadership, and cross-functional teams to resolve data issues, clarify requirements, and manage expectations.
• Run status calls, publish progress dashboards, escalate risks, and ensure on-time completion.

5) Process Excellence & Transformation

• Identify opportunities for automation (Alteryx/Power BI as relevant).
• Standardize templates, create SOPs/playbooks, enhance documentation, and implement continuous improvement.
• Improve cycle times and reduce errors via stronger governance, controls, and upstream data quality initiatives.

Key Deliverables (Examples)

• Quarterly/Annual NAIC statement package readiness (as assigned)
• NAIC schedules tie-outs, reasonability checks, and variance commentary
• Regulatory/data call response packs with complete audit trail
• Submission calendar, governance dashboards, and KPI reporting
  • Audit support artifacts and controls evidence repository

Required Qualifications

• Experience:6–9 years in US Insurance with strong exposure to US Statistical/NAIC reporting and/or regulatory data calls
• Domain: P&C insurance background acceptable (specify based on your need).
• Proven experience managing deliverables in a close environment, including review and sign-off processes.
• Strong understanding of statutory concepts: schedule dependencies, trial balance tie-outs, reconciliations, and controls.

Preferred Qualifications

• Prior experience in NAIC Statement filings, state DOI filings, and industry data calls.
• Experience leading teams in an offshore/COE model with onshore stakeholder management.
• Exposure to Workiva, Black Line, SAP, or statutory reporting tools.

Process automation / analytics skills: Excel advanced, VBA/Alteryx/SQL/Power BI