Accountant: IV (Lead)

About the role

As an Investments team member, you’ll play a key role in the innovative investment strategies that enable our company and our financial products to serve our customers and their families when they need us most – now and in the future.

Responsibilities

• Support accurate U.S. GAAP and U.S. Statutory accounting and reporting for the organization’s Alternative Assets investment portfolio, supporting large scale projects, developing and maintaining robust internal controls framework
• Evaluate system outputs to ensure appropriate accounting treatment for our alternative assets portfolio
• Research and review of accounting guidance to assess existing processes – identifying potential efficiencies and/or gaps in current business processes
• Perform assigned accounting responsibilities, including account reconciliations, transaction reviews, loan pricing analysis, real estate owned accounting, and journal entry and financial reporting preparation
• Partner with the Finance Teams across all product lines and assist in the development and execution of Investment strategies
• Collaborate cross-functionally to create efficiencies and deliver superior business results
• Support accounting policy implementation and strategic business process redesign efforts
• Help maintain SOX controls documentation and evaluate deficiency risks through on-going review and validation of key operational processes
• Perform other duties as assigned

Requirements

• Bachelor’s degree in accounting, finance, or other business-related discipline
• CPA is preferred
• 2-5 years of U.S. GAAP and/or U.S. Statutory accounting and reporting experience

Skills

• Strong oral and written communication skills
• Ability to build and maintain strong working relationships across cross-functional groups and communicate complex information clearly
• Ability to balance multiple projects at once and prioritize appropriately
• Excellent analytical and problem-solving skills
• Outstanding communication and presentation skills
• Ability to manage multiple and changing priorities

Benefits

• Medical, dental, vision, life, and disability insurance plans
• Employee Stock Purchase Program (ESPP)
• 401K program with company match after 12 months of tenure
• Health Savings Account (HSA) on the HDHP plan
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
• Corporate discount savings program and other discounts
• On-demand training program
• Access to certification prep, technical and leadership courses/books/seminars after 6+ months of tenure
• Certification discounts and perks for associations including CompTIA and IIBA
• Dedicated customer service team for benefits and resources
• Access to a certified Career Coach