Statutory Reporting Contractor

  • Job ID:

    2890

  • Pay rate range:

    $50/hr - $65/hr

  • City:

    Pittsburgh

  • State:

    Pennsylvania

  • Duration:

    04/25/2021 - 10/25/2021

  • Job Type:

    Contract

  • Job Description:

    Title: Statutory Reporting Contractor

    Duration: 6 months (extension likely)

    Pay Range: $50 - $65/hr W2 ($60 - $75/hr 1099)

    Location: Remote

    Description

    Our large public accounting client is seeking a Statutory Reporting Contractor to assist their financial services client.  Experience with life insurance and annuity products is required for this 100% REMOTE position.  A contract extension is likely, contingent on performance and client budget.

    Responsibilities

    The Statutory Reporting Contractor role has a mix of accounting operations and financial reporting duties as outlined below:

    • Entering Accounts Payable Invoices

    • Annual Statuary reporting (Bluebook)

    • Daily 945 Deposits and recording keeping

    • Quarterly statuary reporting

    • Entering daily journal entries

    • Annually completion of various state reports/requests

    • Entering monthly journal entries

    • Quarterly completion of various state reports/requests

    • Inquires on check clearing (has this check cleared)

    • Completion and/or creation of Board and Management reports

    • Voiding and stop payment checks

    • Completion and/or creation of monthly dashboard/KPI

    • Month-end journal entry for Lifepro voids

    • Prepare annual forecast

    • Daily deposit/scanning of checks (CR)

    • Updating of annual forecast

    • Accounts payable maintenance

    • Annual AM Best reporting for annual meeting

    • Filing of invoices

    • Completion of SRQ for AM Best

    • Employee expense reporting process

    • Analyze the monthly forecast to actual

    • Mortgage loan processing/Accounting

    • Analyze the profitability of products

    • Commission accounting

    • Modeling of products (new and old)

    • Mailing of State filings

    • Analyze the modeling to actual results

    • Posting of daily Lifepro entries (which include fixing any errors)

    • Completion of unclaimed property reports

    • Review/approve/posting of daily/monthly journal entries

    • Insurance Department requests

    • Daily lockbox reconciliation 

    • Requests from Internal audit dealing with the reporting function

    • Positive pay exceptions (bank questions on cash disbursements/checks)

    • Requests from external auditors dealing with the reporting function

    • Credit card processing (cash receipts)

    • AP escheat/unclaimed property processing

    • Cost center maintenance (updating EAS)

    • 1099 Misc./NEC and 1098 for mortgages

    • Review/approve/release AP to be processed

    • Cost Allocation by product

    • Foundation Accounting

    • Cost Allocation by function (acquisition/maintenance/overhead)

    • Review and approved weekly AP checks for mailing

    • Preparation of all account reconciliations. Cash, Lifepro accounts, payroll who accounts and other suspense accounts.

    • Review and approval of all account reconciliations. Cash, Lifepro accounts, payroll who accounts and other suspense accounts.

    • Process and fix if needed the check cleared file

    • The Creating of the following excel reports which includes any balancing/reconciliations/roll forward

      • Life reserves

      • Annuity reserves

      • Premium reports

      • Unpaid death claims

    • SPIA/Deposit Type Account excel spreadsheet

    • Updating and creating new Crystal reports which will aid both accounting operations and financial reporting

    • Updating/creating monthly sales variance report

    • Updating/creating monthly operating expense variance report

    • Answering/investigating department heads questions/variance on operating expense

    • Ownership of EAS and GL

    • Prepare operating expense budget

    • Prepare monthly management reports

    • Review and posting of investment accounting from the investment area

    • Update of accruals

    • Look for better ways to use EAS -- Budgets/Stat book/allocation module

    • Moving the approval of AP invoices to a paperless process

    • Enhancement to the employee expense process

    • Review and updating of internal controls (which includes working with Internal Audit)

    • Assist HR with PR accounting

    #pcfa #accounting #LI-REMOTE

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