Key Responsibilities:

Financial Reporting & Analysis

• Review and approve monthly financial statements, ensuring adherence to GAAP.
• Prepare monthly and quarterly financial analysis for insurance operations.
• Lead GAAP compliance initiative to identify and remediate instances of non-compliance.
• Design and implement revenue recognition policy for insurance operations, including contract reviews, documentation of revenue recognition memos, etc.
• Build a centralized contract repository with revenue-impacting clause tracking and audit-ready documentation.
• Serve as a subject matter expert for insurance operations.

Internal Controls & Compliance

• Oversee reconciliation accuracy and documentation standards.
• Assist with external and internal audits including PBC, preparation, compliance reviews and auditor inquiries.
• Ensure all internal control certifications and reconciliations are completed in Blackline by assigned due dates.
• Partner with SOX leadership to redesign and optimize internal control processes and documentation.

Leadership & Collaboration

• Oversee and develop staff and senior accountants dedicated to insurance operations.
• Provide technical training and guidance on complex accounting topics.
• Collaborate with SEC Reporting, Corporate Accounting, FP&A and Internal Audit to support SEC and regulatory filings and audit and compliance inquiries.

Supervisory Responsibilities
Responsible for the oversight and development of insurance accounting staff and senior accountants. Responsibilities include interviewing, hiring, and training employees; assigning and directing work; appraising performance; and resolving problems.
Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Technical Expertise – Deep knowledge of ASC 606, ASC 310, ASC 323, and related GAAP; experience drafting technical memos.
• Audit Readiness – Proven ability to prepare and defend accounting positions during external audits and walkthroughs.
• Leadership – Inspires, coaches, and develops staff; ensures deliverables meet internal and external deadlines.
• Process Improvement – Identifies inefficiencies and implements scalable solutions in accounting processes and controls.
• Communication – Able to clearly articulate accounting conclusions and financial impacts to both technical and non-technical stakeholders.
• Judgment – Applies strong professional judgment in complex and ambiguous scenarios.
• Collaboration – Works cross-functionally with Legal, FP&A, Treasury, and SEC Reporting teams to ensure financial integrity.

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

• Bachelor’s degree in accounting or finance from accredited four-year college or university required
• Minimum of 7 years of accounting experience with 3+ years in a technical or managerial role; experience in insurance or financial services strongly preferred.
• Strong knowledge of GAAP, revenue recognition (ASC 606), and internal controls.
• Demonstrated experience with external audit preparation and PCAOB standards.

Computer Skills
Proficiency in Microsoft Excel and Word. Experience with Blackline, Epic, or equivalent financial systems preferred. Familiarity with audit support tools and revenue sub-ledgers a plus.
Bank Culture/Customer Service Skills
Demonstrates commitment to the Bank’s brand, values, and customer service standards. Supports a culture of urgency, accountability, and quality in financial reporting and analysis.
Promotes the Bank’s culture, including the support of our Brand promise and Core Values.
Physical Demands
Standard office work environment with minimal physical demands. Some extended hours may be required to meet key deadlines.
Work Environment
The noise level in the work environment is usually quiet.
This job description reflects management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.
Know Your Rights
Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.

Please refer the Job description for details