Wilton Re Finance/FinTech

AVP or VP, Assistant Controller

Norwalk, CA +1 In person Full-time

Full Time

Norwalk, CT

About the Company

Wilton

  • Re is an industry leader in the life (re)insurance space, specializing in the
  • acquisition of in force life insurance and annuities. We are experienced
  • industry specialists focused on the risk, capital and operational needs of our
  • clients’ businesses. We provide our clients with the services they need from in
  • force transactions and product development to underwriting and new business
  • strategies.

Wilton

Re has the resources and expertise to pursue and successfully manage the

largest life and annuity transactions in the market.

Position Summary

  • The AVP or VP Assistant Controller serves as key support to the Controller.
  • This position will be responsible for overseeing all aspects of accounting and
  • financial reporting for multiple entities on a U.S. Statutory and U.S. GAAP
  • basis.

Role Responsibilities

Leadership

  • Lead the accounting team, providing clear direction aligned with Company objectives, financial strategy, and risk management priorities
  • Act as a key partner to the Controller and executive leadership team, contributing to financial governance, operating strategy, and business decision-making
  • Prepare and present financial analysis and insights to senior leadership and the Board of Directors
  • Act as Controller in their absence, ensuring continuity in leadership, decision making, and execution
  • Develop and mentor team members, fostering a high-performance, accountable, and collaborative environment

Financial

  • Close, Reporting, and Disclosures
  • Oversee the quarterly and annual close processes, ensuring accurate, timely and, and well-controlled financial reporting
  • Lead the preparation and review of U.S. Statutory and GAAP financial statements, footnotes, and management reporting packages
  • Ensure completeness and accuracy of internal and external reporting, including Board materials, regulatory filings, rating agency deliverables, and client reporting
  • Establish and enforce close calendars, review standards, and reporting governance across the accounting team

Technical

Insurance Accounting

  • Provide technical accounting leadership across life, annuity and reinsurance transactions
  • Oversee accounting and analysis for reinsurance structures, including: Modco and funds withheld arrangements, coinsurance and YRT treaties, and embedded derivatives and investment-related features where applicable
  • Support interpretation and application of new accounting guidance (U.S. GAAP and U.S STAT) and ensure consistent implementation
  • Document methodologies and accounting policies used by Wilton Re in support of U.S. GAAP and U.S. STAT accounting and reporting
  • Controls,
  • Audit, and Risk Management
  • Maintain and enhance a robust internal control framework, including SOX and Model Audit Rule compliance
  • Oversee documentation, testing, and remediation of key controls across the accounting and reporting processes
  • Coordinate and lead external and internal audits, ensuring efficient execution and timely issue resolution
  • Establish and enforce accounting policies and governance standards
  • Systems,
  • Data, and Process Improvement
  • Drive continuous improvement in accounting processes, focusing on efficiency, scalability, and accuracy
  • Oversee and optimize use of financial systems and tools
  • Partner with IT and other finance teams to enhance data infrastructure, reporting capabilities, and automation
  • Identify and implement opportunities to strength data quality, reconciliations, and workflow automation

Cross-Functional

  • and Business Support
  • Collaborate with Business Development and New Deal Integration teams to evaluate accounting implications of new transactions, acquisitions, and reinsurance arrangements
  • Partner with Actuarial, Treasury, Tax, and Investment teams to ensure alignment across financial reporting and business activities
  • Provide accounting guidance on new transactions and strategic initiatives

Basic Qualifications

  • Minimum 8 years of progressive accounting experience, including 5+ years within the life insurance or reinsurance industry
  • Deep knowledge of U.S. Statutory and GAAP accounting applicable to insurance and reinsurance companies
  • Big 4 public accounting experience or combination of public and private experience
  • Strong analytical, problem-solving, and critical thinking skills with the ability to interpret complex financial transactions and information
  • Demonstrated ability to evaluate, streamline, and enhance business processes to improve efficiency and control
  • Proven sound judgment and decision-making capabilities in a dynamic environment
  • Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders across all levels and functions
  • Proven ability to lead, develop, and manage teams while balancing multiple priorities in a fast-paced environment
  • Experience managing outsourced and third-party service provider relationships, ensuring quality, accountability, and performance

Required Education / Certifications

Bachelor’s

degree in Accounting, Finance, or related field

Candidate

with CPA or MBA preferred

Pay/Location

Norwalk,

CT

Hybrid

Structure

Minimal

  • to no travel required
  • This role may be filled at a level dependent on the
  • experience and qualifications of the applicant.
  • Base salary/hourly
  • rate range for this position in Connecticut is between $150,000 and $220,000.
  • Please note that specific compensation decisions are based upon a variety of
  • job-related factors as permitted by law, including geographic location,
  • credentials, skills, education, training and experience.
  • Wilton Re strives to
  • attract, develop, and retain a diverse workforce. We are committed to providing
  • an inclusive and accessible work environment where all associates feel valued,
  • respected, and supported. Our commitment to inclusivity is reflected in the
  • safeguards, policies and commitments we have in place to remove barriers and
  • provide equal opportunities to prospective and current associates, without
  • discrimination. A Human Resources representative is available to consult with
  • applicants who require accommodation in the application or recruitment process.
  • Any information shared by the applicant about an accommodation will be treated
  • as confidential.

Job description provided by Wilton Re.
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