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Financial Analyst

Work from home Full-time role Hiring

Legal & General America is a recognized market leader in term life insurance, dedicated to transforming its business through innovation and technology. The Financial Analyst will be responsible for preparing financial statements across various accounting bases, conducting detailed analyses, and assisting with compliance and reporting requirements.

Responsibilities

  • Prepare research and analysis of financial operations and review these findings under the applicable basis of accounting
  • Prepare monthly, quarterly, and annual financial statements and analysis under three possible bases of accounting: United States statutory, International Financial Reporting Standards, and/or Bermuda statutory
  • Prepare position papers for new or newly relevant United States statutory and/or international accounting standards. Assist with implementation of changes in policies and procedures as a result of findings, as necessary
  • Prepare position papers for capital solutions under United States statutory and/or international accounting standards. Assist with implementation of changes in policies and procedures as a result of findings, as necessary
  • Prepare required monthly and/or ad hoc reporting, including monthly solvency reports, advanced forecasting, debt reporting, subsidiary valuation reports, and other requested reports, as necessary
  • Prepare US and Bermuda statutory capital forecasting requirements reports
  • Complete special tasks and projects as assigned
  • Prepare monthly, quarterly, and annual financial statement exhibits and analysis on US statutory and IFRS consolidated bases of accounting
  • Prepare responses to internal and external audit and actuarial consultant requests and operating entity financial statements and internal controls
  • Coordinate year-end state filing process, including coordination of premium tax return filings
  • Prepare employee benefit plan financial statements and form 5500 filings. Respond to audit and outside actuarial consultant requests
  • Prepare monthly allocation of intercompany corporate expenses/services among entities
  • Research aspects of accounting as requested by management regarding acquisition opportunities

Skills

  • BS in Accounting or equivalent four-year college degree
  • CPA
  • 1-3 years cumulative relevant accounting experience
  • Financial statement preparation or audit background
  • Communication - written & oral
  • Analytical thought process
  • Facility with software reflecting technical requirements of position
  • Public accounting experience
  • Insurance industry accounting experience

Benefits

  • Sign-on bonus
  • Long term incentives
  • Annual bonuses
  • Eligible to participate in the Annual Incentive Plan
  • Current target payment for the position is 8% of base salary, modified for corporate and individual performance
  • Bonuses are pro-rated based on start date
  • 15 vacation days
  • 10 sick days that are accrued on a bi-weekly basis
  • 9 paid holidays throughout the calendar year
  • Health, life, and dental insurance
  • 401K with company match up to 6%
  • Pension package
  • Generous time off
  • Wellbeing initiatives throughout the year
  • Support and mentor you in your career progression
  • Time off to volunteer for those causes that matter most to you

Company Overview

  • Legal & General is a financial consulting agency that specializes in life insurance and retirement services. It was founded in 1836, and is headquartered in Frederick, Maryland, USA, with a workforce of 501-1000 employees. Its website is https://www.lgamerica.com/.
  • Company H1B Sponsorship

  • Legal & General America has a track record of offering H1B sponsorships, with 2 in 2023, 1 in 2022, 2 in 2021. Please note that this does not guarantee sponsorship for this specific role.
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