Manager - Financial & Operations Advisory

WHAT YOU'LL DO

Engagement Leadership & Delivery

• Lead multiple concurrent engagements across FOA practice areas — from interim Controller/CFO support and STAT/GAAP reporting to regulatory filings, reinsurance accounting, system implementations, and transaction support.
• Scope engagements and help draft proposals, Statements of Work, and fee estimates; manage budgets, staffing, timelines, and realization to targets.
• Serve as the primary day-to-day client contact; build trusted relationships with CFOs, Controllers, and finance teams.
• Perform and review complex technical work: STAT and GAAP financial statements, NAIC quarterly/annual statements, RBC and other regulatory filings, reinsurance accounting, reconciliations, and financial models.
• Research complex accounting and regulatory matters and author or review technical position memos citing authoritative guidance (NAIC SSAPs and AP&P Manual, ASC 944 and related Topics, and other applicable frameworks).
• Lead process, controls, and system improvement work, including current-state assessments, remediation of audit findings, and change management.
• Own quality: apply FOA's quality review framework and ensure deliverables are accurate, well-documented, and client-ready.

People Leadership

• Supervise, coach, and develop Senior Associates, Associates, Interns, and other resources; provide timely feedback and conduct performance reviews.
• Plan and balance team workloads across engagements; delegate effectively to drive efficiency and effectiveness.
• Help build FOA's onboarding and long-term training program and mentor team members toward advancement.
• Participate in recruiting and interviewing to grow the team.
• Model FOA's culture: fun, collaborative, and challenging.

Business Development & Practice Growth

• Identify and pursue new opportunities with existing and prospective clients; maintain a pipeline of prospects and likely projects.
• Partner with Johnson Lambert's Audit, Reinsurance, Tax, BAS, and other teams on cross-selling and referrals.
• Represent FOA at industry events and contribute to thought leadership, articles, and marketing campaigns.
• Help develop and refine FOA's template library, client intake process, pricing approach, and technology stack (ERP/GL, annual statement software, AI, and workflow automation).
• Contribute to FOA's financial goals, including revenue, margin, and realization targets.

WHAT YOU BRING

Required

• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of progressive experience in accounting and/or finance in industry, or a combination of industry and public accounting. The majority of that experience must be in the insurance sector.
• Hands-on experience with NAIC quarterly/annual statements, RBC, and regulatory filings; experience with annual statement software.
• Experience managing, supervising, and developing others, including reviewing their work.
• Demonstrated ability to manage multiple projects or engagements simultaneously, including budgets, timelines, and project communications.
• Strong knowledge of statutory (NAIC SAP) and U.S. GAAP accounting and reporting for insurance entities.
• Advanced Excel skills and regular AI usage. Experience with GL/ERP systems and comfort with large data sets.
• Excellent written and verbal communication skills, including presenting to senior executives, boards, and audit committees.
• Sound professional judgment, with the ability to research and document conclusions on complex accounting matters.
• Self-starter with initiative who is eager to learn.
• Positive attitude and willingness to take on new and unfamiliar challenges.

Preferred

• Active CPA license. CPA is preferred, not required.
• Experience across multiple insurance sectors (P&C, life, health, title, captives, MGAs).
• Experience with reinsurance accounting, LDTI (ASU 2018-12) for life/annuity entities, or other complex insurance accounting topics.
• Experience with system implementations or conversions and data/BI tools.
• Business development experience: proposal writing, pipeline management, or sourcing new work.
• Experience leveraging remote teams and AI/automation tools to improve delivery efficiency.
• Nonprofit accounting exposure is a plus.

WHO YOU ARE

• Entrepreneur: you see opportunities others miss and act on them.
• Player-coach: you lead from the front, doing the work while developing the people around you.
• Client-first: clients trust you because you understand their business and their pressure points.
• Outcome-driven: you are motivated by measurable results and want to be rewarded for them.

COMPENSATION, REWARDS & GROWTH

• Competitive base salary plus a meaningful performance-based incentive tied to outcomes.
• Clear, merit-based path to Senior Manager and beyond as FOA scales, with leadership opportunities in a growing practice.
• Direct partnership with firm leadership and a real voice in building the practice's services, tools, and team.
• Leadership development opportunities.

HOW WILL JL SUPPORT YOU

25 days of paid time off for all professional level employees

Half-day Fridays during the summer

Employer-subsidized medical & dental benefits for both employee and family

401(k) with employer match

2 paid days off annually for personal community service activities

This position may be filled at either the Senior Associate or Manager level depending on candidate qualifications and experience.

Equity note: Research suggests that women and Black, Indigenous, and other persons of color are less likely than men or White job seekers to apply for positions unless they are confident they meet 100% of the qualifications. We strongly encourage interested individuals to apply, and allow us to evaluate the knowledge, skills, and abilities you demonstrate, using an internal equity lens.

Johnson Lambert prides itself for the hands-on approach and relationships we build with future employees, employees, and clients. We believe each application is the potential for a future relationship with JL. Therefore, a member of our HR team personally reviews all applications submitted.