Investment Accountant III

Overview

This role is with a Fortune 500 organization and supports the accounting and reporting of voluntary insurance products that pay cash directly to policyholders.

Work Designation is dependent on your location within the continental US:

• Hybrid (within 50 miles of offices in Columbus, GA or Columbia, SC): Work in the office for at least 60% of the work week and work from home (within the continental US) for the remaining time. Details will be discussed with leadership.
• Remote (more than 50 miles from offices in Columbus, GA or Columbia, SC): Work from home (within the continental US). The role may require occasional in-office attendance based on business need, with advance communication.

Responsibilities

• Analyze and reconcile complex investment transactions daily across various data sources, and update the investment accounting sub-ledger (FAM).
• Participate in the accounting and reporting of real estate owned (REOs) investments.
• Assist with training and development of junior team members.
• Help junior team members resolve complex issues that arise during daily processing.
• Coordinate with the Global Investments Division to resolve discrepancies or issues related to investment transactions and investment, ensuring effective resolution.
• Independently coordinate and maintain effective relationships with business partners, including Accounting Policy, Tax, Financial Reporting, Global Investments, and internal and external auditors.
• Assist in developing and implementing new applications and analytical models, or enhancing existing systems and processes.
• Support continuous improvement by identifying opportunities to eliminate manual processes, enhance processes, and develop improvement recommendations.
• Provide direct support to the investment accounting management team.
• Perform other duties as required.

Requirements

• Advanced proficiency using the Microsoft Office suite; VBA/macro experience preferred.
• Excellent problem-solving, critical thinking, and time management skills.
• Advanced user of SAP, BW, or similar software preferred.
• Comprehensive knowledge of generally accepted accounting principles (GAAP) and the accounting standards codification (ASC).
• Knowledge of specific insurance/investment accounting principles preferred.
• Strong knowledge and demonstrated experience performing financial analysis, reporting, and/or process improvement.
• General understanding of investment products preferred.

Education & Experience Required

• Bachelor’s Degree in Accounting, Finance or a related field.
• Four years of professional job-related work experience in investments or related accounting/reporting.
• Or an equivalent combination of education and experience.

Travel

• Less than or equal to 10%

Location

• Continental US; hybrid or remote based on distance from offices in Columbus, GA or Columbia, SC.