Head of Investment Accounting

Overview

This role is responsible for building, scaling, and leading the investment finance function for a rapidly growing, multi-billion-dollar balance sheet.

• Title: Head of Investment Accounting
• Location: 100% Remote (West Coast preferred; occasional travel to San Francisco & Los Angeles)
• Time zone preference: Candidates preferably should be based in MST or PST time zones.
• Working hours: PST
• Type: Full-Time, Permanent

Responsibilities

• Investment Operations & Reporting: Lead daily investment accounting, monthly closes, and STAT, GAAP, and management reporting across complex asset portfolios.
• Portfolio Scaling: Partner with the CIO, CFO, and asset managers to support diverse asset classes, including private credit, alternatives, structured products, real estate, and derivatives.
• System Transformation: Implement and optimize investment accounting platforms and ledger architectures.
• M&A & Reinsurance Integration: Support reinsurance transactions, capital initiatives, and the onboarding of acquired investment portfolios.
• Governance & Leadership: Chair/support the Asset Pricing Policy Committee, manage external audit/regulatory exams (Schedules BA, D, DB), and align cross-functional teams (FP&A, Actuarial, Treasury).

Requirements

• Experience: 10+ years in life/annuity or P&C insurance industry accounting or Big Four insurance practice.
• Technical Skills: Deep mastery of US GAAP and STAT frameworks for life/annuity products and complex investments.
• Systems & Credentials: Hands-on experience with modern investment accounting software (Clearwater preferred); Bachelor’s degree plus CPA, CA, or equivalent designation.
• Location: 100% Remote with periodic travel to SF and LA as needed.