Manager Financial & Regulatory Reporting | The Confidential Search Company

19 Mar 2019 7:55 AM | Anonymous

Position Description: Interim or Permanent - The Confidential Search Company is an executive recruiting firm with over twenty-five years of experience placing healthcare financial and administrative executives, managers and specialists.

We are conducting an executive search for an INTERIM or Permanent Manager Financial Planning & Regulatory Reporting s for our client, a NCQA-accredited, not-for-profit health plan that is the fastest growing commercial health plans in Massachusetts. They are a part of a very large, strong not-for-profit health system. Offices are in Somerville, MA.

Immediate need

  • Manage a staff of 4 fulltime employees
  • Complete Q1 DOI filings due on May 15th for the Orange Book (HMO) and Yellow Book (P&C)
  • Meet June 3 deadline for: Audited Financial Statements; Accountants Qualification Letter; Internal Controls Letter; and CPA Awareness Letter
  • For an Interim the Initial commitment will be into June
  • The Interim will be considered for the permanent position (if interested)
  • Will consider temporary housing and travel expenses for an excellent candidate if appropriate
  • Interim Rate is negotiable, based on background and experience

Permanent position (includes all of the above)

The starting salary is up to $150,000, depending on background and experience. There may be some flexibility for an outstanding candidate.

Relocation assistance may be available as appropriate.

The Manager Financial and Regulatory Reporting reports to the Controller and this position is an extension of the Controller and represents that role in its activities.

The Manager Financial and Regulatory Reporting is a key leader with subject matter expertise related to statutory accounting transactions and NAIC reporting requirements with proven success in the HMO and P&C insurance industries. They will play a key role in ensuring the company’s financial systems, processes and controls are adequate, properly functioning, and appropriately documented.

The Manager Financial and Regulatory Reporting will ensure that the company’s statutory and regulatory reporting procedures comply with insurance industry standards. This includes leading the implementation of new statutory accounting standards and educating business leaders and staff on emerging statutory accounting and reporting issues and their impact on the business and processes. The Manager will develop and maintain procedures that are compliant with GAAP as well as relevant Federal or state regulations.

The Manger Financial and Regulatory Reporting will be a key member of the Finance organization who must demonstrate drive, initiative, an advanced level of skill and the ability to grow and advance in the organization as well as provide leadership, strategic direction and guidance with regards to statutory and regulatory reporting. They will frequently interface with all departments and all leadership levels of the organization, as well as external auditors, regulators and industry organizations.


  • Bachelor’s degree in an appropriate field required. CPA and/or Masters a plus
  • Minimum of 7 years relevant industry experience in a significant contributor or leadership role that demonstrates strong inter-personal skills
  • 2 years of management/supervisory experience preferred
  • Excellent research, analytical, teamwork and collaboration, time management and written and oral communication skills
  • Skilled in using Microsoft Office Suite as well as experienced with corporate financial systems
  • Able to work independently and as part of a team. Works with considerable latitude and may pursue self-initiated activities.

All inquiries will be treated confidentially.

Interested candidates should send their resume and salary history to:

Matthew O’Brien
The Confidential Search Company