обновлено 14 дней назад
Senior Investment Reporting Analyst
79 400 - 112 175$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Investment Reporting Analyst (U.S. Statutory/GAAP): Preparing and reviewing regulatory, tax, board, and annual financial reporting for insurance-company investment portfolios with an accent on NAIC and U.S. GAAP compliance, investment disclosures, and reporting-system accuracy. Focus on interpreting new accounting guidance, coordinating investment audits, reconciling ledger balances, and implementing process and system improvements.
Location: Remote - Nationwide, United States; primary location listed as Greenwood Village, Colorado.
Base salary: $79,400.00–$112,175.00 per year.
Company
provides financial services focused on helping customers achieve financial freedom.
What you will do
- Prepare and review quarterly and annual U.S. Statutory NAIC state financial reports, supplements, audited financial statements, surveys, and U.S. GAAP annual registered financial statements.
- Coordinate investment presentation and disclosures in quarterly financial statements.
- Interpret new accounting pronouncements, regulatory guidelines, investment types, and reporting requirements.
- Coordinate investment audits and explain the company’s accounting position.
- Monitor reporting databases, reconcile ledger balances across multiple systems, and research discrepancies.
- Identify process improvements, system enhancements, and implementation opportunities for internal and external reporting.
Requirements
- Bachelor’s degree in Accounting.
- 4–6 years of financial reporting experience.
- Advanced Microsoft Office skills, including Excel, Access, and PowerPoint.
- Understanding of reporting systems such as BlackLine, EASY, SAP, PAM, Phoenix, and Unit Value Cloud.
- Strong analytical, technical, organizational, written, and verbal communication skills.
- Ability to work independently and collaboratively while managing competing priorities.
Nice to have
- Public accounting or investment-related financial reporting experience.
- Strong knowledge of U.S. Statutory NAIC and/or U.S. GAAP accounting principles.
- Investment experience.
- Experience with Alteryx, Wings annual statement software, Workiva, or WDesk.
- Process improvement and internal controls experience.
Culture & Benefits
- Flexible remote work environment with reliable high-speed wired internet required.
- Medical, dental, vision, and life insurance.
- 401(k) plan with company matching contributions of up to 6% and financial advisory services.
- Tuition reimbursement of up to $5,250 per year.
- Paid time off, company holidays, floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA programs.
- Inclusive Business Resource Groups supporting collaboration and community involvement.
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