Lead Investment Accountant

Responsibilities

• Supervising the accounting functions for existing businesses as well as facilitating the implementation of new businesses.
• Reviewing and approving certain deliverables prepared by the Senior Accountants and Accountants and is responsible for staff training and the professional development of all direct reports.
• Cooking with Accounting Management to ensure the timeliness of the monthly accounting close process pursuant to the close calendar.
• Overseeing the implementation of new business (start-up, acquisitions, joint ventures, etc.) as it relates to all areas of responsibility.
• Implementing and testing new systems and processes as they relate to the accounting functions.
• Facilitating employee training and ensuring the professional development of all direct reports.
• Reviewing and approving certain journal entries and account reconciliations prepared by the Senior Accountants and Accountants.
• Facilitating and ensuring the effectiveness of the internal control process as it relates to the relevant areas of responsibility.
• Assisting and/or overseeing the assistance provided to the Financial Reporting team in the preparation of the financial deliverables as needed.
• Preparing and/or reviewing certain audit deliverables to ensure timely and accurate accounting deliverables.
• Acting as a technical and operational resource for all direct reports to support daily functions.
• Preparing and/or reviewing statutory information related to Cash and Investments
• Identifying process inefficiencies, recommending efficient process alternatives, and facilitating the implementation of process improvements as it relates to the areas of responsibility.

Requirements

• Bachelor’s degree is required in Accounting or Finance.
• Three to five years of progressive accounting experience required.
• Two to four years of GAAP investment accounting experience required.
• STAT reporting experience preferred.
• One to three years of supervisory experience preferred.
• Certified Public Accountant (CPA) preferred.
• Solid understanding of U.S. Generally Accepted Accounting Principles (US GAAP) and application thereof.
• Experience with PeopleSoft or similar ERP system preferred.
• Proficient with Microsoft Office applications, particularly Excel, Word, and PowerPoint.
• Experience at a public accounting firm preferred.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short Term / Long Term Disability
• 401(k) – Profit Sharing