Perform investment accounting activities, including preparation, review and analysis of monthly, quarterly and annual schedules and supporting exhibits.
Maintain investment accounting policies and procedures; research and implement new accounting guidance.
Prepare and review account reconciliations to ensure accuracy and completeness.
Support expense management processes, including monitoring, analyzing and reporting.
Assist with budgeting and forecasting, including variance analysis.
Analyze financial results and provide variance and root cause explanations.
Identify and implement process improvements to increase efficiency and consistency.
Participate in or lead special projects, as assigned.
Provide guidance and support to less experienced team members.

Bachelor’s degree in accounting, finance or a related field
CPA a plus
4+ years of related experience [OR] equivalent level of education and experience
Experience with investment accounting preferred
Experience with insurance investment accounting systems (e.g., CAMRA, Singularity, Clearwater, Bloomberg) a plus
Strong analytical and problem-solving skills, including ability to research and apply investment accounting guidance
Proficiency in Microsoft Excel and ability to work with large datasets
Effective written and verbal communication skills, with ability to present findings to management
Ability to exercise sound judgment, pay attention to detail and manage multiple priorities

Annual bonus plans
Employee stock ownership plan (ESOP)
401(k) — automatic 3% company contribution
Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Paid time off (PTO) and holidays
Paid volunteer time off (VTO) to support our communities
Parental and family care leave
Flexible & hybrid work arrangements
Fitness center discounts and free virtual fitness platform
Employee assistance program
Comprehensive medical, dental and vision benefits
Flexible spending and health savings accounts
2x base salary for group life and AD&D insurance
Voluntary life, critical illness, & accident insurance for purchase
Short-term and long-term disability benefits
Training & certification opportunities
Tuition reimbursement
Education bonuses

Lead Accountant – Investments, Financial Accounting

Key skills