Financial Reporting Associate

Job Description

Financial Reporting Associate – Life & Health | Swiss Re

The Tone:
This is a full-time role at Swiss Re, located in Kansas City, MO. Swiss Re is a global organization of over 15,000 employees that provides reinsurance, insurance, and other forms of insurance-based risk transfer, aiming to make the world more resilient. This position plays a key role in supporting financial reporting and analysis for US Life & Health Reinsurance legal entities, contributing to the transformation of finance processes through modern technology and AI. The role offers an opportunity to build a strong foundation in U.S. Statutory reporting within an intellectually stimulating environment.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid – Kansas City, MO
• Pay: $52000–$78000 yearly
• Team: Americas Carrier Management Team
• Mission: This person supports financial reporting and analysis for US L&H Reinsurance legal entities and contributes to transforming reporting processes with automation and AI.
• Tech Stack: Microsoft Excel, Power BI, Alteryx, AI-enabled solutions, modern technologies, financial systems, reporting automation tools

What You’ll Actually Do
• Prepare: Compile high-quality financial information on a U.S. Statutory basis, ensuring accuracy and adherence to guidelines.
• Analyze: Support legal entity performance analysis, including variance analysis and trend monitoring to provide actionable insights.
• Assist: Aid with period-end close and reporting activities, maintaining accuracy and adherence to established controls and deadlines.
• Control: Execute assigned control activities and maintain thorough documentation within the financial reporting environment.
• Transform: Contribute to the transformation of Finance by identifying process improvement opportunities and leveraging automation, AI-enabled solutions, and modern technologies.

The Must-Haves
• Background: Bachelor’s degree in Accounting, Finance, or a related field, with foundational knowledge of accounting principles.
• Experience: Foundational knowledge of accounting principles, with exposure to U.S. Statutory accounting or insurance accounting being a plus; genuine interest in learning reporting and automation tools.
• Skills: Strong proficiency in Microsoft Excel; strong organizational skills with the ability to manage multiple deadlines and prioritize effectively; strong intellectual curiosity to perform root cause analysis and understand and challenge the status quo; proactive approach to continuous learning and self-development.
• Bonus: Prior experience in the life and health insurance industry, financial reporting, or public accounting/audit; active progress toward CPA certification or CPA designation; familiarity with financial systems or reporting automation tools (e.g., Power BI, Alteryx, or similar); experience with U.S. Statutory or IFRS accounting standards within the insurance industry; demonstrated ability to work collaboratively in a cross-functional or global team environment.