Job Description

Financial Analyst

📍 New Orleans, Louisiana

🕒 Full-Time | On-Site

📁 Financial Services

Reports to: Chief Financial Officer (CFO)

About Upstream Life: Upstream Life is a dynamic and growing life insurance holding company. We specialize in the design, distribution, and management of fixed annuity products across the United States. As a trusted name in the financial services sector, we’re committed to stability, growth, and innovation in an ever-evolving regulatory and economic landscape.

We are seeking a Financial Analyst to join our leadership team and support our CFO in managing the financial operations and strategic planning of the organization. This is a high-impact position that will play a key role in financial reporting, compliance, capital management, and operational effectiveness.

• Assist in the preparation and deliver monthly, quarterly, and annual financial statements in accordance with GAAP and statutory accounting principles (SAP)
• Develop and implement accounting policies, procedures, and internal controls to ensure financial accuracy and risk mitigation related to investment accounting
• Support the CFO in managing statutory investment reporting, cash flow forecasting, and capital allocation strategies
• Assist in the preparation of regulatory filings, including annual and quarterly NAIC statements and related exhibits
• Analyze financial performance, identify trends, and provide actionable insights to support executive decision-making
• Assist in the evaluation of reinsurance economics, investment accounting, and enterprise risk management strategies
• Assist and mentor accounting staff and collaborate cross-functionally with underwriting, operations, and compliance teams

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field
• 7+ years of progressive accounting experience, with at least 3 years in a leadership role
• Prior experience in the insurance, reinsurance, or financial services industry required (life insurance or annuity experience highly preferred)
• Deep knowledge of GAAP and SAP accounting principles
• Strong understanding of statutory reporting, risk-based capital (RBC), and insurance regulatory frameworks
• Proficiency with general ledger systems and financial reporting software (e.g., Oracle, Sage Intacct, or similar)
• Strong analytical, organizational, and communication skills

Why Join Upstream Life?

• Be a key player in a nimble, growth-oriented financial services company
• Work directly with executive leadership to influence company strategy
• Competitive salary and performance-based incentives
• Health, dental, vision, 401(k), and other full benefits
• Located in the heart of New Orleans – a unique and vibrant city with rich culture and history

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