Sr Investment Accountant

Overview

Salary Range: $95,000 - $130,000

This role offers a hybrid or remote work arrangement depending on your location within the continental US:

• If located within 50 miles of the offices in Columbus, GA or Columbia, SC, the role is hybrid, requiring at least 60% of the work week in the office.
• If located more than 50 miles from these offices, the role is remote, with occasional office visits as needed.

Responsibilities

• Perform SOX testing and maintain SOX documentation to ensure compliance with Sarbanes-Oxley regulations.
• 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 the Investment Department; collaborate with the Accounting Policy team on appropriate treatments.
• Delegate assignments, review and approve 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; develop and present conclusions and recommendations.
• Lead or participate in project teams or committees for strategic planning and continuous improvement initiatives.
• Lead or participate in accounting and reporting of real estate owned (REOs) investments.
• Identify and resolve transaction discrepancies; provide detailed variance explanations; maintain accurate regulatory filings.
• Develop, analyze, and implement accounting procedures in collaboration with Japan Investment Accounting, Investment Tax, and IT teams to optimize systems and processes.
• Establish and maintain strong working relationships with business partners as a key point of contact.
• Track departmental goals progress with Investment Accounting leadership.
• Foster a continuous improvement culture by developing and tracking KPIs, executing improvement recommendations, and driving effective daily meetings.
• Develop and maintain reports to enhance reporting requirements.
• Perform other duties as needed, including assisting other areas of investment accounting during turnover or projects.

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, with emphasis on insurance and/or investment accounting.
• Strong understanding of accounting and financial systems user applications, including 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 implementing continuous improvement initiatives.

Preferred Qualifications

• CFA, CPA, CMA, or equivalent training and certification.

Travel

• Up to 10% travel required.

Compensation & Benefits

• Salary range: $95,000 - $130,000, with offers based on factors including education, experience, certifications, geographic location, and peer compensation.
• Potential for future salary growth; initial offers typically not at top of range.
• Additional incentive pay and benefits provided separately.
• Benefits include medical, dental, vision, prescription drug coverage, health care and dependent care flexible spending accounts.
• Supplemental insurance policies offered at no cost to employees (Accident, Cancer, Critical Illness, Hospital Indemnity).
• 401(k) plans, annual bonuses, and opportunity to purchase company stock.
• Paid time off includes 11 holidays and up to 20 PTO days annually.
• Eligible employees receive state-mandated sick leave and other leaves of absence as applicable.
• Compliance with all applicable leave laws including sick and safe leave, adoption, and parental leave.

Location

• Continental United States (hybrid or remote based on proximity to offices in Columbus, GA or Columbia, SC).