Director, Investment Accounting
Greater Chicago Area | Hybrid
We are partnering with a leading insurance organization to identify a Director, Investment Accounting to join its Corporate Finance team. This is a high-impact leadership role supporting a sophisticated investment portfolio and playing a critical role in both financial reporting and technical accounting.
Role Overview
The Director will oversee accounting and reporting for a complex investment portfolio across GAAP and Statutory (STAT) frameworks. This individual will serve as a key technical leader, partnering closely with finance, investments, and external auditors to ensure accurate and compliant reporting while driving process improvements and supporting strategic initiatives.
This is a strong opportunity for someone looking to step into a visible leadership role within a collaborative and technically driven environment.
Key Responsibilities
- Lead accounting and reporting for a diversified investment portfolio
- Oversee monthly, quarterly, and annual close processes related to investments
- Ensure proper accounting treatment, classification, and disclosure under GAAP and STAT
- Act as a technical resource for investment-related accounting matters
- Partner with cross-functional teams including Investments, Treasury, and Corporate Finance
- Support audit processes and regulatory reporting requirements
- Drive process enhancements and strengthen internal controls
- Manage and develop team members
Qualifications
- 8+ years of experience in investment accounting or a mix of public accounting and industry experience focused on insurance investments
- CPA strongly preferred
- Public accounting experience strongly preferred, ideally Big Four or national firm
- Strong knowledge of GAAP and STAT accounting, particularly within insurance
- Experience with fixed income, equities, and/or alternative investments preferred
- Background within insurance carriers or financial services highly preferred
- Strong technical accounting and analytical skills
- Excellent communication and stakeholder management abilities
Why This Opportunity
- High-visibility leadership role within a well-established organization
- Exposure to a sophisticated investment portfolio and complex accounting
- Collaborative, team-oriented environment
- Hybrid flexibility in the Greater Chicago area
- Strong platform for long-term career growth
If your experience aligns with the above, please apply directly or connect with Dylan McGorisk at [email protected].
