We are working on a unique investment accounting opportunity at an asset management backed P&C firm experiencing tons of growth. The role will focus on a wide variety of investment accounting, reporting, and operations being the main point of contact for all investment related activity. The ideal candidate with have a broad background in insurance investment accounting, strong communication skills, and the ability to collaborate with internal and external stakeholders.
- Prepare and analyze investment reports in accordance with GAAP and STAT (schedule D, E, BA)
- Reconcile investment accounts and resolve discrepancies
- Research and analyze new accounting policies (i.e. new STAT guidelines related to bonds)
- Monitor investment performance and provide insights to management
- Collaborate with investment managers on operational functions including tracking and reporting investment transactions
- Ensure compliance with regulatory requirements related to investments
- Strong understanding of GAAP/STAT Investment Reporting at an insurance company
- Ability to analyze financial data and identify trends
- Excellent attention to detail and accuracy
- Proficiency with investment accounting software - Clearwater a plus
- Good communication and interpersonal skills
- CPA, CFA, or MBA preferred