Accounting Analyst

• Conduct detailed reconciliations between the general ledger and supplemental investment systems, ensuring discrepancies are thoroughly investigated and resolved
• Analyze and summarize data from various reporting sources to support both internal leadership and external stakeholders
• Prepare statutory investment schedules and maintain financial statement disclosures in alignment with regulatory requirements
• Track changes in investment portfolios, identify trends, and present findings using visual tools such as charts or dashboards
• Document and uphold financial control practices, contributing to the development and enhancement of procedural standards
• Assist in automation initiatives and address identified gaps in financial controls to improve efficiency
• Provide audit support by supplying necessary documentation and analysis, while addressing audit findings related to investment risks
• Collaborate with teams across finance, risk, and operations to deliver insights and expertise on investment accounting
• Participate in cross-functional projects requiring specialized financial analysis and reporting knowledge

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent relevant experience
• A minimum of 3 years of experience in accounting, auditing, or financial reporting
• Proficiency in Microsoft 365 applications, particularly Excel
• Familiarity with investment accounting principles and statutory financial reporting frameworks
• Strong analytical skills paired with exceptional attention to detail and problem-solving abilities
• Effective written and verbal communication skills to convey complex information clearly
• Capability to manage multiple projects and deadlines in a collaborative team environment

Preferred qualifications include advanced certifications, experience in financial services or insurance, and familiarity with reporting tools such as Power BI or Tableau

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan