Senior Accountant (Investment)

Overview

This role involves overseeing accounting and reporting for the organization's investments. The employer operates in the excess and surplus lines insurance segment and provides commercial property and casualty insurance solutions across all 50 states and Washington, DC.

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.
• Manage the monthly close process, including preparation of journal entries, account reconciliations, review of trial balance, and financial statement preparation with analytics.
• Prepare quarter-end financial reporting packages and schedules.
• Assist with SEC filings and NAIC Statements.
• Participate in budgeting, forecasting, and special projects as needed.
• Ensure adherence to internal controls and accounting policies.
• Provide assistance for internal and external audits.

Knowledge, Skills, and Abilities

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

Experience and Education

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.

Additional Information

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