Investment Accountant Lead

Overview

This role involves serving as a lead investment accountant responsible for technical accounting and financial reporting leadership. The position oversees complex GAAP, Statutory, and SEC reporting activities, researches emerging accounting guidance, ensures regulatory compliance, drives process improvements, supports audits and examinations, and mentors accounting professionals. The role requires close partnership with investment management, finance, and regulatory stakeholders to analyze complex investment transactions, ensure accurate financial reporting, and provide insights supporting strategic business decisions.

This is a remote position.

Responsibilities

• Lead technical accounting and financial reporting activities related to investments.
• Research and interpret emerging accounting guidance and assess impacts on reporting requirements.
• Ensure compliance with GAAP, Statutory, and SEC regulations.
• Drive continuous improvement of accounting processes and procedures.
• Support audits and regulatory examinations.
• Mentor and guide fellow accounting professionals.
• Collaborate with investment management, finance, and regulatory teams to analyze complex investment transactions.
• Draft, maintain, and implement departmental accounting policies and procedures.

Requirements

• Bachelor's degree or higher in Accounting or a related field such as Finance.
• Minimum of 6 years of related accounting experience.
• At least 4 years of experience in a specialized area such as reinsurance, investments, financial reporting, or public accounting.
• Authorization to work for any employer in the U.S. without current or future sponsorship needs. Candidates requiring sponsorship (e.g., F1 CPT, OPT, STEM OPT, H1B, O1, E3, TN) are not eligible.

Preferred Qualifications

• Strong background in GAAP and/or statutory financial reporting and analysis, especially investment accounting.
• Experience researching new accounting guidance and supporting accounting process improvements.
• Exposure to accounting for private credit and/or bank loan securities.
• Proficiency in Microsoft Office, particularly Excel and Access.
• Familiarity with PAM, Workiva, or SOVOS is beneficial.

Compensation & Benefits

• Salary range: $89,600 to $119,500 per year.
• Annual cash incentive program (Gainshare) up to 30% of eligible earnings based on company performance.
• 401(k) plan with dollar-for-dollar company match up to 6%.
• Medical, dental, and vision insurance including free preventative care.
• Wellness and mental health programs.
• Health care flexible spending accounts, health savings accounts, and life insurance.
• Paid time off including volunteer time off.
• Paid and unpaid sick leave where applicable, plus short- and long-term disability coverage.
• Parental and family leave; military leave and pay.
• Career development opportunities and tuition assistance.

Location

• Remote position within the United States.