Senior Accountant, Financial Reporting

Title

Senior Accountant, Financial Reporting

Location

Remote

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 analytical individual to work on our Finance team as a Senior Accountant, Financial Reporting. In this role, you will report to the Manager, Financial Reporting, and be responsible for preparing journal entries, reconciliations, financial statements, reporting packages, and conducting financial analysis for multiple reporting entities. You will support month-end, quarter-end, and year-end close processes, collaborate with external auditors, and ensure compliance with regulatory requirements. This position requires strong technical accounting skills, advanced Excel proficiency, and excellent communication abilities.

Key Result Areas

• Prepare intermediate to complex schedules, reconciliations, and journal entries, ensuring accuracy and compliance in areas like premiums, loss reserves, reinsurance, income taxes, and consolidation eliminations.
• Support month-end, quarter-end, and year-end closing processes.
• Perform financial analysis, including fluctuation analysis and budget-to-actual comparisons.
• Generate timely and accurate financial statements for executive leadership, audit committees, boards, and regulators (including Departments of Insurance).
• Collaborate with external auditors, prepare exhibits, and support financial statement audits.
• Create reporting packages for internal and external stakeholders, ensuring regulatory compliance for financial filings and tax returns.
• Document business processes and accounting policies to strengthen internal controls.
• Perform special projects as needed.

Key Skills

• Outstanding critical thinking and communication skills
• Excellent Excel skills and proficiency in financial modeling and analysis
• Attention to detail and accuracy
• Ability to work independently and resolve complex problems
• Strong collaboration and interpersonal skills

Key Qualifications

• Bachelor's degree in accounting or relevant field
• 3+ years of financial accounting experience
• Experience reviewing the work of others
• Solid understanding of US GAAP
• Advanced Microsoft Excel skills
• Experience with financial reporting and reconciliations

Preferred Qualifications

• Experience in the insurance or financial services industry
• Knowledge of NAIC Statutory Accounting Principles
• Public accounting experience preferred, but not required
• CPA designation preferred, 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 for eligible team members 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.