Associate, Accounting

Position Summary

Responsibilities

• Support accounting and financial reporting for life insurance–related investments and entities.
• Prepare and process daily wire transactions, cash transfers, and funding requests across life insurance portfolios.
• Perform reconciliations of investment accounts, premiums, and cash movements associated with life insurance assets.
• Record and maintain general ledger activity for insurance-linked assets, liabilities, and financing structures.
• Absorb and coordinate with investment, operations, and actuarial teams to ensure accurate accounting treatment of life insurance policies, reserves, and proceeds.
• Assist with month-end and quarter-end close processes, including journal entries, schedules, and supporting documentation.
• Cook up and execute on ad hoc projects related to the life insurance investment business.
• Contribute to process improvements, internal control enhancements, and system integrations across the finance function.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• 2–4 years of accounting experience, coming from Big Four or other public accounting firm covering insurance clients.
• Working knowledge of GAAP accounting and familiarity with insurance investment structures or policy valuation preferred.
• Proficiency in Microsoft Excel; experience with general ledger or portfolio accounting systems a plus.
• Strong analytical, organizational, and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Ability to manage multiple priorities, meet deadlines, and operate effectively in a collaborative team environment.

Compensation and Benefits

• Base salary range: $85,000 – $110,000, commensurate with experience.
• Annuity performance-based bonus.
• Comprehensive benefits package including medical, dental, and vision insurance, 401(k) with employer match, and paid time off.