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Robert Half Logo Robert Half · Finance

Investment Accounting Analyst

United States, Mckinney, TX · Job Posted February 14, 2026
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Job Description

We are looking for a skilled Investment Accounting Analyst to join our large publicly traded insurance client in North Dallas. In this role, you will play a crucial part in managing financial data, analyzing investment trends, and supporting decision-making processes for our insurance subsidiaries. Your expertise will contribute to optimizing financial models, ensuring compliance, and driving efficiency in reporting and accounting practices.

Job Responsibility

  • Design and manage financial models to support forecasting, budgeting, and scenario analysis
  • Perform detailed analyses of investment data to identify trends, risks, and opportunities
  • Prepare and deliver comprehensive financial reports for management, boards of directors, and other stakeholders
  • Collaborate with cross-functional teams to align financial strategies with organizational goals
  • Evaluate potential investments and acquisitions to support business growth
  • Work with IT teams to improve data systems and ensure the accuracy and accessibility of financial information
  • Develop dashboards and reports to enhance insights into financial performance
  • Utilize programming tools like Python or R to automate processes and improve operational efficiency
  • Ensure accurate accounting and reporting for complex investment portfolios, including equities, fixed income, and alternative assets
  • Partner with auditors and regulatory bodies to ensure compliance with industry standards and company policies

Requirements

  • Strong knowledge of investment accounting principles and financial analysis
  • Proficiency in data modeling techniques, including relational and dimensional models
  • Experience with programming languages such as Python or R for process automation
  • Solid understanding of statutory and regulatory requirements applicable to the insurance sector
  • Ability to prepare and analyze financial statements, including risk-based capital calculations
  • Familiarity with investment portfolio management and credit risk assessment
  • Background in working with complex investments across multiple subsidiaries
  • Prior experience in a Big 4 accounting firm or similar environment that requires attention to detail is preferred

What we offer

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