Financial Controls Consultant

The Opportunity We’re looking to hire a skilled Financial Controls Consultant to join our Pension Risk Transfer (PRT) team. In this role, you’ll provide financial controls support across PRT, Structured Settlements, and Stable Value products. You’ll be responsible for leading audits, supporting SOC 2, reconciling ledger activity, processing ledger and cash entries, reporting for reinsurance and other complex reconciliations, and improving processes.

The PRT Financial Controls team is a high-performing, collaborative group of five professionals. As a Financial Controls Consultant, you will :

Support strategic platform replacement

Lead and support internal and external audits, including SOC 2

Apply deep knowledge of operational financial controls to ensure accuracy and integrity

Perform balancing and reconciliation of PRT financial transactions

Process SAP / TCC general ledger entries and wires for PRT, SVI, and Structured Settlements

Collaborate with IT and Corporate Tax to ensure accurate, complete and efficient tax reporting

Conduct monthly analysis and reporting of reinsurance reconciliations and split deal contracts

Respond to ad hoc data requests with urgency

Explore and apply best-in-class data tools and techniques to manage annuitant populations effectively

Make data driven decisions

Bachelor’s degree

~3+ years in an analytical or financial consulting role

~1+ year Proficiency in Excel (VLOOKUPs, Pivot Tables, Basic Logic)

2+ years of direct audit experience

~3+ years in a financial or analytical role

~ Prior audit experience

~ Experience with MicroStrategy, Tableau, or Alteryx is a plus

~ Proficiency in Excel (VLOOKUPs, Pivot Tables, Basic Logic)

Networking through Business Resource Groups (Asian, Hispanic / Latinx, African American, Women, LGBTQ, Veteran, Disability).

Learning resources via Degreed and other platforms.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

California residents :