Manager, Financial Reporting

Title

Manager, Financial Reporting

Location

Remote / Hybrid

About Us

Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi RMB Capital, and Curi Insurance-each with an unwavering commitment to serve clients. As fierce physician advocates, smart business leaders, and thoughtful partners, Curi offers unmatched access and exudes a deep understanding of specific client circumstances. Dedicated, approachable, and authentic, Curi goes the extra mile and delivers proven, actionable, and meaningful outcomes-in medicine, business, and life.

The Role

We are looking for a detail-oriented and strategic individual to work on our Finance team as a Manager of Financial Reporting. In this role, you will report to the Director of Financial Reporting and be responsible for the preparation and review of financial statements, reconciliations, journal entries, and financial analysis for multiple reporting entities. You will lead the month-end, quarter-end, and year-end close processes, oversee staff accountants, and ensure compliance with US GAAP, NAIC Statutory Accounting Principles, and regulatory requirements. This position involves collaborating with external auditors and supporting internal controls and process improvements to drive efficiencies.

Key Result Areas

• Prepare and review complex schedules, reconciliations, and journal entries, ensuring accuracy and compliance in areas such as premiums, loss reserves, reinsurance, income taxes, and consolidations.
• Oversee accounting staff, review their work, and ensure adherence to company policies, accounting standards, and internal controls.
• Support the month-end, quarter-end, and year-end closing processes.
• Perform financial analysis of statement fluctuations and budget-to-actual comparisons.
• Generate and review timely financial statements for executive leadership, boards, regulators, and audit committees.
• Create and review reporting packages for internal and external stakeholders, ensuring compliance with regulatory filings and tax requirements.
• Collaborate with external auditors and tax professionals, preparing exhibits and supporting audit activities.
• Document business processes and accounting policies to strengthen internal controls.
• Conduct technical accounting research and apply appropriate principles.
• Lead continuous improvement initiatives to increase efficiency and effectiveness.
• Manage special projects as needed.

Key Skills

• Outstanding critical thinking and communication skills
• Advanced Excel skills and proficiency in financial analysis tools
• Strong attention to detail and accuracy
• Ability to work independently and resolve complex problems
• Effective leadership and people management capabilities
• Ability to adapt to a remote or hybrid work environment

Key Qualifications

• Bachelor's degree in accounting or relevant field
• 5+ years of financial accounting experience, with a focus on reporting and analysis
• Experience reviewing team members' work and managing staff
• Prior experience in the insurance or financial services industry preferred
• Strong knowledge of US GAAP
• Advanced Excel skills required
• Knowledge of NAIC Statutory Accounting Principles is a plus
• 3+ years of public accounting experience preferred
• CPA certification is a plus but not required

Our Vision: To be the trusted partner in medicine, business, and life.

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values:

ACCOUNTABILITY: We are driven to act, work with integrity, and deliver results.

CURIOSITY: We ask and listen, stay curious, and are eager to learn.

TEAMWORK: We build strong relationships, celebrate success, and partner for greater impact.

INCLUSION: We respect, recognize, and encourage the differences that make us stronger-we are better together.

SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits

Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.