Regulatory GAAP & Statutory Investment Reporting Analyst

Overview

This role is for a Regulatory GAAP and Statutory Investment Reporting Analyst to support the Investment Accounting and Reporting Team. The position offers a remote work environment with alternate locations including work from home or Greensboro, NC. Relocation assistance is not available.

Responsibilities

• Provide timely and accurate investment reporting of General Account Invested Assets under Statutory, GAAP (including SEC reporting), Management, and Tax bases.
• Prepare investment disclosures for SEC reporting (10K and 10Q investment-related footnotes and disclosures) and Statutory reporting (blue book and green book schedules, footnotes, general and supplemental interrogatories).
• Serve as project manager for investment accounting and reporting related team projects.
• Conduct ad hoc accounting research and provide information on fixed income and other investments to support existing and developing investment strategies.
• Identify risks, research technical investment accounting issues, and communicate financial implications to management.
• Assist with performing and documenting SOX investment controls.
• Resolve discrepancies and respond to inquiries regarding General Account Invested Assets from portfolio management and asset managers.
• Collaborate with team members and key stakeholders across the enterprise to ensure accurate and timely completion of investment accounting processes.
• Stay current on professional and industry trends, suggest improvements, and learn new skills, processes, and procedures.
• Maintain knowledge of emerging developments in assigned areas and work with management to incorporate them into solutions.

Requirements

• Bachelor's degree or equivalent work experience (4 years of experience may substitute for degree).
• Minimum 5 years of experience in investment accounting and reporting or financial reporting aligned with the role's responsibilities.
• Technical knowledge of investment accounting and reporting, including experience with investment accounting systems.
• Strong problem-solving and critical thinking skills.
• Excellent organizational skills with the ability to prioritize and multitask while maintaining attention to detail.
• Ability to lead and manage team projects to successful completion.
• Strong relationship management skills with internal clients and external parties such as auditors, regulators, asset managers, and reinsurers.
• Ability to identify and recommend process improvements.
• Completion of regulatory and job training requirements.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).

Preferred Qualifications

• Prior external audit experience in the insurance industry is strongly desired.

Compensation & Benefits

• Salary range: $69,000 - $124,600, with anticipated pay for new hires between the minimum and midpoint of the range. Pay may vary based on experience, education, location, licensure, proficiency, and qualifications.
• Eligibility for an Annual Incentive Program based on company, business unit, and individual performance.
• Potential for long-term incentives, sales incentives, and a standard benefits package.
• Benefits include PTO/parental leave, competitive 401(k), free financial counseling, health coaching, employee assistance program, tuition assistance, leadership development, virtual training opportunities, and flexible work arrangements.

Location

• Remote work from home or Greensboro, North Carolina.
• Must reside outside of a commutable distance to an office location.

Application Deadline

Applications will be accepted through August 31, 2026, subject to earlier closure due to applicant volume.