Sr Investment Accountant

Overview

This role is within the Financial Services division, based in Georgia, US. The position offers a salary range of $95,000 to $130,000 and the job posting is open until June 21, 2026. Depending on your location within the continental US, the work arrangement may be hybrid or remote:

• Hybrid: If located within 50 miles of the offices in Columbus, GA or Columbia, SC, expect to work in-office at least 60% of the week, with the remainder remote.
• Remote: If located more than 50 miles from these offices, the role is primarily 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, 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 assist 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 cross-functional teams to optimize systems and processes.
• Establish and maintain strong working relationships with business partners.
• Track departmental goals progress with Investment Accounting leadership.
• Foster a continuous improvement culture by developing KPIs, executing improvement recommendations, and managing daily team meetings.
• Develop and maintain enhanced reporting tools.
• Support 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.
• Experience with SAP, BW, Workiva, or similar accounting/financial software.
• Comprehensive knowledge of GAAP and FASB standards, especially insurance and investment accounting.
• Strong understanding of accounting principles, financial systems, and complex system concepts.
• 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.
• Minimum 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, determined by factors including education, experience, certifications, location, and peer compensation.
• Compensation decisions consider future growth potential; initial offers may not be at the top of the range.
• Benefits include medical, dental, vision, prescription drug coverage, health 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 may receive state-mandated sick leave and other leaves of absence.
• Compliance with all applicable leave laws including sick and safe leave, adoption, and parental leave.

Location

Georgia, US (Columbus, GA or Columbia, SC office proximity determines hybrid or remote work arrangement).