Sr Investment Accountant

Overview

A financial services organization is seeking a professional for a role based in Georgia, US, with a salary range of $95,000 to $130,000. The position may be hybrid or remote depending on the candidate's location within the continental US. Hybrid work requires being in the office at least 60% of the work week if living within 50 miles of offices in Columbus, GA or Columbia, SC. Remote work is expected from home with occasional office visits as needed.

Responsibilities

• Perform SOX testing and maintain SOX documentation to ensure Sarbanes-Oxley compliance
• Analyze and research accounting treatments for new investment vehicles
• Complete investment general accounting activities accurately and timely
• Interpret, analyze, and implement new FASB and SSAP regulations relevant to investments, collaborating with the Accounting Policy team
• Delegate assignments, review work, and provide guidance to junior team members
• Identify process improvements and make recommendations impacting management decisions and team performance
• Analyze complex investment data; prepare internal and external reports including SEC and stockholders’ reports
• Lead or participate in project teams for strategic planning and continuous improvement initiatives
• Lead or participate in accounting and reporting of real estate owned (REOs) investments
• Resolve transaction discrepancies and maintain accurate regulatory filings
• Develop and implement accounting procedures in collaboration with investment accounting, tax, and IT teams to optimize systems and processes
• Establish and maintain strong working relationships with business partners
• Track progress on departmental goals with leadership
• Foster a continuous improvement culture by developing and tracking KPIs, executing recommendations, and driving effective team meetings
• Develop and maintain enhanced reporting tools
• Assist other investment accounting areas as needed due to turnover or project requirements

Requirements

• Advanced proficiency in Microsoft Word, Excel, PowerPoint, and Access; VBA/macro experience preferred
• Knowledge and experience with SAP, BW, Workiva, or similar accounting/financial software
• Comprehensive knowledge of GAAP and FASB, especially insurance and/or investment accounting
• Strong understanding of accounting and financial systems user applications, preferably SAP
• Demonstrated experience in financial analysis, reporting, and process improvement
• Competencies in consulting, change management, quality, and project management
• Bachelor's degree in Accounting, Finance, or related field preferred
• Six years of professional experience in investments or related accounting/reporting
• Experience managing projects or continuous improvement initiatives
• Ability to travel up to 10%

Preferred Qualifications

• CFA, CPA, CMA, or equivalent certifications or training

Compensation & Benefits

• Salary range: $95,000 - $130,000, with offers based on education, experience, certifications, location, and peer compensation
• Potential for future salary growth; initial offers typically not at top of range
• Benefits include medical, dental, vision, prescription drug coverage
• Flexible spending accounts for health care and dependent care
• Supplemental insurance policies (Accident, Cancer, Critical Illness, Hospital Indemnity) offered at no cost to employee
• 401(k) plans and annual bonuses
• Opportunity to purchase company stock
• Paid time off includes 11 holidays and up to 20 days PTO
• Eligibility for state-mandated sick leave and other leaves of absence as applicable

Location

Georgia, United States (Columbus, GA office or remote within continental US)