Accounting BSA

ROLE: BSA with Accountant

We are seeking an Accounting BSA with deep experience in both accounting systems and the insurance domain to drive process optimization, system implementation, and data integrity across finance and insurance operations. This role will bridge accounting, IT, underwriting, claims, actuarial, and billing teams to translate business needs into scalable technical solutions. The ideal candidate has hands‑on experience with ERP platforms and insurance systems along with a strong grasp of statutory accounting, reinsurance, and regulatory reporting.

• Partner with accounting, finance, and insurance operations to gather and document business requirements.
• Analyze insurance‑specific workflows: policy administration, premium billing, claims accounting, commissions, and reinsurance settlements (ceded/assumed).
• Translate business requirements into system designs, process maps, user stories, and acceptance criteria.

• Support implementation, configuration, and testing of ERP and insurance platforms (e.g., SAP FI/CO, Oracle Cloud, Guidewire Billing/Policy/Claims, Duck Creek).
• Design and validate system integrations between policy, billing, claims, and general ledger modules.
• Create and execute test plans (unit, SIT, UAT); manage defect triage and remediation; support change control.

• Build and optimize accounting processes for premium recognition, unearned premium reserves (UPR), loss reserves, IBNR, claims payments, and commissions.
• Implement system logic for reinsurance (treaty/facultative; proportional/non‑proportional), bordereaux, and settlements.
• Partner with actuarial and underwriting on loss ratio, combined ratio, and reserve‑related data and reporting.

• Ensure data completeness, accuracy, and reconciliation across sub‑ledgers and the GL.
• Develop dashboards and financial/insurance KPIs (e.g., written/earned premium trends, loss & LAE, expenses).
• Support statutory and regulatory reporting (e.g., NAIC statements, Schedule P, Schedule
  
  F) and management reporting.

• Ensure adherence to GAAP, SAP (Statutory Accounting Principles), SOX, and state insurance regulations.
• Design and maintain internal controls; support audit requests and walkthroughs for insurance‑specific areas.
• Document end‑to‑end process controls, segregation of duties, and data lineage across systems.

• Act as a liaison between Accounting, IT, Insurance Operations, Actuarial, Underwriting, Claims, Billing, and Compliance.
• Facilitate workshops, sprint planning, and stakeholder alignment; manage expectations and timelines.

• Create and deliver training for end users on enhancements and new features.
• Maintain process documentation, configuration guides, data dictionaries, and SOPs.

• Experience with data warehouses, ETL, and integration tools (e.g., Informatica, Azure Data Factory).

• Accounting Expertise: GL, sub‑ledgers, reconciliations, month‑end close, revenue recognition, reserves.
• Insurance Knowledge:
  Policy lifecycle, billing, claims, reinsurance structures, statutory reporting.
• Technical
  
  Skills:
  
  SQL, Excel (advanced), data modeling, APIs/integrations, reporting tools (Power BI/Tableau).
• Analysis & Problem‑Solving:
  Root‑cause analysis, process re‑engineering, control design.
• Communication & Stakeholder Engagement:
  Clear documentation, workshops, cross‑functional alignment.
• Project/Change Management:
  Prioritization, risk management, change control, UAT coordination.

Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.