1 час назад
Lead Analyst Investment Reporting
100 900 - 142 525$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Lead Analyst Investment Reporting (Financial Reporting/Investments): Preparing and reviewing statutory NAIC, U.S. GAAP, Canadian GAAP, regulatory, tax, and Board reporting for insurance investment portfolios with an accent on accounting compliance, disclosures, audits, and financial statement accuracy. Focus on interpreting new accounting pronouncements, coordinating investment audits, reconciling ledger balances across systems, and implementing reporting process improvements.
Location: Remote - Nationwide, United States; primary location Greenwood Village, Colorado. A reliable wired high-speed internet connection and a suitable home workspace are required, with possible office attendance if home conditions are inadequate.
Salary: $100,900–$142,525 base salary per year, with eligibility for a bonus program.
Company
provides financial services focused on helping customers achieve financial freedom.
What you will do
- Prepare and review quarterly and annual statutory NAIC state financial reports, supplements, audited financial statements, and surveys.
- Coordinate investment presentations in financial statements and ensure consistency across financial statements, Board reports, and analyst materials.
- Research accounting pronouncements and regulatory guidelines, recommend disclosure changes, and determine appropriate disclosures for new investment types.
- Coordinate investment audits, explain accounting positions to auditors, and maintain an accurate audit trail.
- Monitor reporting databases, reconcile ledger balances across multiple systems, and research discrepancies.
- Support new process and project implementation and respond to ad hoc reporting requests.
Requirements
- Bachelor’s degree in accounting.
- 5–7 years of financial reporting experience.
- Advanced skills in Excel, Access, and PowerPoint.
- Understanding of reporting systems including Blackline, EASY, SAP, PAM, Phoenix, and Unit Value Cloud.
- Ability to interpret U.S. Statutory, U.S. GAAP, and regulatory reporting requirements.
Nice to have
- Public accounting or investment-related financial reporting experience.
- Strong knowledge of U.S. Statutory (NAIC) and/or GAAP accounting principles.
Culture & Benefits
- Medical, dental, vision, and life insurance.
- 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
- Tuition reimbursement of up to $5,250 per year.
- Paid time off upon hire, ten company holidays, and three floating holidays.
- Paid volunteer time, parental leave, disability coverage, FMLA, and inclusive Business Resource Groups.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
4 дня назад
Lead Accountant, Consolidations and Reporting
115 000 - 140 000$
5 дней назад
Director, SEC Reporting and Technical Accounting
175 000 - 220 000$
4 дня назад
Financial Analyst III
95 300 - 116 700$
2 дня назад
Associate, Financial Reporting (Power BI)
110 000 - 140 000$
4 дня назад
Lead Financial Analyst, FP&A (Fintech)
94 300 - 141 500$
6 дней назад
Director of Accounting
185 000 - 225 000$