Lead Analyst Investment Reporting

What You Will Do

• Prepare and review the quarterly/annual statutory NAIC state financial reporting, supplements, annual audited financial statements and surveys.
• Cook up investment presentations in the financial statements on a quarterly basis.
• Ensure consistency in the financial statements, board reports and information provided to analysts.
• Research and propose new disclosures and modifications to reports in response to new pronouncements and guidelines.
• Determine appropriate disclosures related to new investment types.
• Interpret new pronouncements and guidelines issued by authoritative associations in relation to U.S. Statutory, U.S. GAAP, or various regulations.
• Recommend appropriate changes to accounting systems and presentation of information.
• Cook up audits for Investments and explain Company’s position.
• Maintain the reporting database and make adjustments where necessary.
• Aid with new process and project implementations.
• For Insurance Company, subsidiaries and affiliates, ensure a proper audit trail of financial statements numbers.
• Analyze and interpret financial results.
• Prepare audit documents upon request.
• Explain reports and position to auditors as necessary.
• Respond to ad-hoc reporting requests requiring interpretation of requests, professional formatting and explanation of results.
• Reconcile and research ledger balances for accuracy between multiple systems.

What You Will Bring

• Bachelor’s degree in accounting
• 5-7 years of financial reporting experience required
• Advanced MS Office Skills (Excel, Access and PowerPoint)
• Understanding of various reporting systems (Blackline, EASY, SAP, PAM, Phoenix, Unit Value Cloud)

What Will Set You Apart

• Public accounting or investment related financial reporting experience
• Strong knowledge of U.S. Statutory (NAIC) and/or GAAP accounting principles

What We Offer You

• Medical, dental, vision and life insurance
• Roth 401(k) plan with generous company matching contributions (up to 6%)
• Financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time – 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
• Base Salary Range $100,900.00 - $142,525.00

Equal Opportunity Employer

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply.