Senior Accountant (Investment)

Overview

This role involves overseeing accounting and reporting for the organization's investments. The position supports the monthly close process, financial statement preparation, and investment portfolio accounting, including private equity and limited partnerships.

Responsibilities

• Reconcile e-investment holdings and activity to supporting reports and custodial accounts
• Account for the private investment portfolio, including equity method investments in renewable energy and limited partnerships
• Prepare journal entries, account reconciliations, review trial balances, and prepare financial statements with analytics during the monthly close process
• Prepare quarter-end financial reporting packages and schedules
• Assist with SEC filings and NAIC Statements
• Participate in budgeting, forecasting, and special projects as needed
• Adhere to internal controls and accounting policies
• Provide assistance for internal and external audits

Requirements

• Bachelor’s degree in accounting, finance, or related field
• Intermediate to advanced Microsoft Excel skills
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• Knowledge of GAAP and Statutory Accounting Standards

Experience and Qualifications

The position may be filled at different levels depending on qualifications:

Senior Accountant

• Bachelor’s degree in accounting required
• 2-3 years of relevant experience
• CPA or CPA candidate preferred
• Property and Casualty insurance experience is a plus
• Experience with Clearwater Analytics, LLC is a plus
• Investment accounting experience is a plus
• SEC reporting experience is a plus

Staff Accountant II

• Bachelor’s degree in accounting, finance, or related field required
• CPA designation strongly preferred
• Five years’ experience in corporate and/or public accountancy or finance roles required
• Two years of hands-on accounting experience within the Property and Casualty Insurance industry strongly preferred

Staff Accountant

• Bachelor’s degree in accounting, finance, or related field required
• Three years’ experience in corporate and/or public accountancy or finance roles required
• Working towards CPA designation is a plus
• Hands-on accounting experience within the Property and Casualty Insurance industry desired but not required

Compensation and Benefits

• Staff Accountant: $63,200 - $91,700 annually
• Staff Accountant II: $76,400 - $110,800 annually
• Senior Accountant: $87,900 - $131,800 annually
• Eligible to participate in the organization's annual short-term incentive bonus program
• Actual compensation depends on experience, qualifications, skills, education, certifications, internal equity, market factors, and other business considerations

Location and Work Authorization

• This position is based in the United States
• Candidates must be currently authorized to work in the U.S. full-time without the need for current or future H-1B visa sponsorship
• This position is not eligible for H-1B visa sponsorship