Lead Financial Reporting Analyst

About the role

Ameritas is seeking an experienced Lead Financial Reporting Analyst to join our team, specializing in fixed income and mortgage assets. This role is critical in ensuring accurate statutory accounting and financial reporting for our investment portfolio, supporting our mutual-based organization's commitment to putting customers first.

Responsibilities

• Lead Statutory and GAAP accounting and reporting for fixed income, including bonds and mortgage loans
• Ensure regulatory compliance with standards, filing requirements, and state insurance regulations while maintaining and updating documentation for investment holdings
• Execute on internal controls over financial reporting to support risk mitigation efforts
• Mentor team members and provide guidance on financial reporting practices, problem-solving strategies and process improvements
• Lead process improvements by identifying inefficiencies, implementing solutions, and documenting enhanced workflows
• Participate in projects and system implementations for proper planning, execution, and alignment with organizational objectives

Requirements

• Minimum of 3-4 years related experience
• Bachelor's degree in Accounting, Finance, or related field required
• Experience in statutory accounting within the life insurance industry preferred
• CPA preferred
• Demonstrated expertise in fixed income securities, fixed income accounting, and investment reporting
• Hands-on experience with the NAIC Accounting Practices and Procedures manual, and investment accounting
• Demonstrated ability to leverage Oracle Smart View for ad-hoc reporting, data validation, and financial analysis preferred
• Experience with PAM for Investments (“PFI”) accounting system and/or Precision LM (“PLM”) mortgage loan system, or similar investment accounting platforms, strongly preferred

Qualifications

• Minimum of 3-4 years related experience
• Bachelor's degree in Accounting, Finance, or related field required
• Experience in statutory accounting within the life insurance industry preferred
• CPA preferred
• Demonstrated expertise in fixed income securities, fixed income accounting, and investment reporting
• Hands-on experience with the NAIC Accounting Practices and Procedures manual, and investment accounting
• Demonstrated ability to leverage Oracle Smart View for ad-hoc reporting, data validation, and financial analysis preferred
• Experience with PAM for Investments (“PFI”) accounting system and/or Precision LM (“PLM”) mortgage loan system, or similar investment accounting platforms, strongly preferred

Skills

• Statutory and GAAP accounting and reporting for fixed income
• Regulatory compliance with standards, filing requirements, and state insurance regulations
• Internal controls over financial reporting
• Mentoring and guidance on financial reporting practices
• Process improvement and workflow enhancement
• Project management and system implementation

Benefits

Ameritas offers a meaningful mission, great benefits, and a vibrant culture. Benefits include:

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance
• Incentive Program Bonuses
• Competitive Pay
• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)
• Health Benefits: Medical, Dental, Vision
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)
• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program
• Matching donations program
• Paid volunteer time – 8 hours per month
• Generous paid maternity leave and paternity leave
• Fertility, surrogacy, and adoption assistance
• Backup child, elder and pet care support

Pay

Details about pay are not specified in this posting.

Schedule

This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home.