Associate Financial Planner Jobs in Edison, NJ (NOW HIRING)

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The Financial Reporting role will support the AVP, Financial Reporting in the preparation and delivery of highquality financial reporting across US GAAP, US Statutory, and Bermuda regulatory frameworks. The role is focused on financial statement preparation, consolidation support, analytical review, and regulatory compliance, ensuring the accuracy, completeness, and timeliness of all internal and external reporting.

The position will contribute to the preparation of quarterly and annual financial statements and regulatory filings, perform flux and variance analysis, support management and Board reporting, and assist with the execution of internal controls in accordance with JSOX and other governance requirements. In addition, the role will support technical accounting research and documentation as needed and collaborate closely with crossfunctional partners to support reporting accuracy and transparency.

This role requires strong analytical and technical skills, attention to detail, and the ability to operate effectively in a deadlinedriven, crossfunctional reporting environment.

Key Responsibilities

• Prepare and review quarterly and annual US GAAP, JGAAP, US Statutory, and Bermuda financial statements, including supporting disclosures
• Support the Group consolidation process, including intercompany eliminations and consolidation adjustments
• Perform quarterly flux and variance analysis, delivering clear insights for senior management and Board reporting
• Produce management reporting and analyticsto support decision-making and financial performance assessment
• Support the preparation and submission of regulatory returns and filingsin compliance with Bermuda requirements
• Assist in the design, documentation, and execution of internal controls, including compliance with J-SOX requirements
• Partner with cross-functional teams (Actuarial, Treasury, FP&A) to support reporting accuracy and completeness
• Coordinate and respond to internal and external auditrequests
• Prepare and maintain reporting workpapers and documentationsupporting financial statements and disclosures
• Conduct technical accounting researchand contribute to position papers as required
• Contribute to Board and Audit Committee reporting materials
• Provide day-to-day oversight and mentorship to junior team members, ensuring high-quality deliverables and supporting their professional development.

Qualifications, Skills & Experience

Required (core priorities):

• 3-6 years of experience
• Big 4 public accounting experience
• Life insurance or reinsurance industry experience, preferred
• Professional accounting designation (CPA or Bermuda equivalent)

Additional experience:

• Strong knowledge of US GAAP; exposure to US Statutory and/or Bermuda regulatory reportinghighly desirable
• Experience in financial reporting, consolidation, and analyticswithin a multi-entity environment
• Familiarity with internal controls frameworks and J-SOX compliance
• Experience working in a multi-GAAP, multi-currency reporting environmentpreferred
• Strong analytical and problem-solving capabilities, with a focus on financial statement accuracy and insight generation
• High attention to detail and ability to work in a deadline-driven reporting environment
• Effective communicator with the ability to present financial information clearly to stakeholders
• Strong organizational skills and ability to manage multiple reporting deliverables concurrently

Location: West Chester, PA, New York, NY. (Hybrid - 3 days per week in the office),

Resolution Life US is committed to disclosing a reasonable estimate of the base salary for our job roles. These estimates consider a wide range of factors in making base salary decisions, including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

In addition to salary, Resolution Life US offers a comprehensive benefits package, including our health & wellness program, incentive and recognition programs, and 401k contribution (all benefits are subject to eligibility requirements). The salary range reflects figures based on the primary location, which is listed first. The range for the role may differ based on the location.

• West Chester- $110,000 - $148,000
• New York- $130,000 - $160,000

Critical Skills
At Resolution Life, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.