Mutual of Omaha is looking to fill a position on the Investment Accounting team. The role supports the accounting and financial reporting of fixed assets and real estate investments within a regulated insurance environment, focusing on month-end close, regulatory reporting, and maintaining accurate financial records in accordance with US GAAP and Statutory requirements.
Responsibilities:
- Support the monthly, quarterly, and annual close processes, including preparation of journal entries, account reconciliations, and reporting schedules related to fixed assets and real estate investments
- Assist in the preparation of GAAP and Statutory financial reports, including schedules for internal management reporting and regulatory filings
- Maintain and update fixed asset and real estate accounting records in the asset management system, including additions, disposals, impairments, and depreciation calculations
- Collaborate with internal teams (Investment Management Operations, Finance, Internal Audit, and asset managers) and external teams (External Auditor) to gather data, investigate variances, and ensure completeness and accuracy of reporting
- Participate in process improvement initiatives, including documentation of procedures and enhancement of controls within the investment accounting function
Requirements:
- Bachelor's degree in Accounting, Finance, or related field
- Foundational knowledge of accounting principles, including exposure to U.S. GAAP; coursework or familiarity with fixed asset or investment accounting concepts
- Proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis techniques used in financial reporting
- Strong attention to detail and organizational skills, with the ability to manage recurring monthly, quarterly, and annual deadlines in a structured reporting environment
- Effective written and verbal communication skills, with the ability to clearly present financial information and collaborate with cross-functional teams
- You promote a collaborative culture, value different ideas and opinions, and listen courageously, remaining curious in all that you do
- Able to work remotely with access to a high-speed internet connection and located in the United States or Puerto Rico
- Able to travel occasionally (approximately 5–10% annually) to attend events and in-person meetings (travel reimbursed)
- Exposure to insurance or investment accounting concepts, including familiarity with Statutory or US GAAP reporting or real estate/fixed asset accounting
- Experience working with financial systems or data tools (e.g., PeopleSoft GL, investment accounting systems, or similar ERP platforms)
- Demonstrated ability to analyze financial data, identify variances, and support problem-solving in a structured, deadline-driven environment