Senior Accountant (Investment)

Overview

This role involves overseeing accounting and reporting for the organization's investments. The position supports the monthly close process, prepares financial statements and reporting packages, assists with SEC filings and NAIC statements, and participates in budgeting, forecasting, and special projects.

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 other 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
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• Intermediate to advanced knowledge of Microsoft Excel
• Knowledge of GAAP and Statutory Accounting Standards

Preferred Qualifications

Senior Accountant Level

• 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 Level

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

Staff Accountant Level

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

This position may be filled at different job levels depending on the candidate’s qualifications, skills, and experience.

Compensation & Benefits

• Staff Accountant: $63,200 - $91,700 annually
• Staff Accountant II: $76,400 - $110,800 annually
• Senior Accountant: $87,900 - $131,800 annually
• Eligibility to participate in the organization's annual short-term incentive bonus program

Actual compensation will be determined based on relevant experience, qualifications, skills, education, certifications, internal equity, market considerations, and other business factors.

Location & Work Authorization

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