Lead Analyst Investment Reporting

Responsibilities

• Prepare and review quarterly and annual NAIC financial reporting and annual audited financial statements
• Cook up investment presentations in financial statements on a quarterly basis
• Ensure consistency across financial statements, board reports, and analyst information
• Research and propose new disclosures and report modifications based on new guidelines
• Determine disclosures for new investment types
• Interpret new accounting pronouncements for reporting compliance
• Reconcile and research ledger balances for accuracy

Qualifications

• Bachelor's degree in accounting
• 5-7 years of financial reporting experience required
• Advanced skills in MS Office, including Excel, Access, and PowerPoint
• Understanding of various reporting systems, including Blackline, EASY, SAP, PAM, Phoenix, and Unit Value Cloud
• Strong knowledge of U.S. Statutory (NAIC) and GAAP accounting principles

Benefits

• Medical, dental, vision, and life insurance
• 401(k) plan with generous company matching contributions
• Tuition reimbursement up to $5,250/year
• Business-casual work environment
• Generous paid time off, including ten paid company holidays and floating holidays
• Paid volunteer time - 16 hours per year
• Leave of absence programs, including paid parental leave and disability leave

Schedule

• Remote - US based candidates only
• No visa sponsorship available

Pay

• $100,900 – $142,525 annually