Lead Accountant – Investments & Financial Reporting
Insurance & Financial Services | Hybrid
About the Opportunity
A financially strong and highly respected specialty insurance organization is seeking a Senior Accountant to join its Investment Accounting and Financial Reporting team.
This position offers an excellent opportunity for accounting professionals who want to deepen their expertise in investment accounting, insurance finance, statutory reporting, and financial analysis while working in a collaborative and growth-oriented environment.
The role is well suited for:
- Public accounting professionals with 3-5 years of experience auditing insurance companies, asset managers, banks, or other financial services clients.
- Accounting professionals currently working within insurance, investments, financial reporting, corporate accounting, or general ledger functions.
- Individuals seeking broader exposure to investment portfolios, insurance operations, financial planning, and executive-facing analysis.
The successful candidate will play an important role in supporting investment accounting, financial reporting, budgeting, forecasting, and strategic finance initiatives.
Position Overview
The Senior Accountant will perform accounting, reporting, and analytical activities related to the organization’s investment portfolio while also supporting broader financial reporting and finance functions.
This role combines technical accounting, financial analysis, and business partnership responsibilities, providing exposure to both investment operations and enterprise-wide financial performance.
The position offers the opportunity to work closely with finance leadership, investment professionals, external managers, and cross-functional business partners while developing expertise in insurance accounting, investment reporting, and financial planning.
Key Responsibilities
Investment Accounting & Reporting
- Prepare, analyze, and review monthly, quarterly, and annual investment accounting schedules and supporting reports.
- Ensure investment transactions are recorded accurately and completely in accordance with applicable accounting standards.
- Assist with investment-related financial statement disclosures and reporting requirements.
- Research and apply accounting guidance related to investments, financial instruments, and insurance-related transactions.
- Maintain and enhance accounting policies, procedures, and documentation.
- Support the preparation of GAAP and Statutory financial reporting deliverables.
- Perform account reconciliations and analytical reviews to ensure accuracy and completeness.
- Analyze financial results and provide meaningful variance explanations and business insights.
- Assist with management reporting and executive-level financial analysis.
Budgeting, Forecasting & Business Support
- Support budgeting and forecasting activities.
- Monitor and analyze operating expenses and financial performance metrics.
- Partner with stakeholders across finance and business functions to support decision-making.
- Contribute to special projects, strategic initiatives, and process improvement efforts.
Ideal Candidate Profile
Education & Credentials
- Bachelor’s degree in Accounting, Finance, or related field.
- CPA designation completed or actively pursuing strongly preferred.
Experience
- 3-5 years of accounting, audit, advisory, financial reporting, or investment accounting experience.
- Experience within one or more of the following environments:
- Public accounting (Audit or Advisory)
- Insurance companies
- Asset management firms
- Financial services organizations
- Corporate accounting or financial reporting teams
Technical Qualifications
- Strong understanding of U.S. GAAP financial reporting.
- Experience analyzing financial statements and researching accounting guidance.
- Knowledge of statutory accounting principles (SAP) is a plus but not required.
- Exposure to investments, financial instruments, insurance accounting, or financial services clients is highly desirable.
- Strong internal control and reconciliation experience.
Systems & Analytics
- Advanced Excel skills required.
- Experience with accounting, reporting, or investment systems preferred.
- Familiarity with platforms such as Clearwater, Bloomberg, CAMRA, Singularity, SAP, Oracle, Workday, or similar financial systems is beneficial.
- Interest in leveraging automation, analytics, and emerging technologies to improve reporting processes.
Professional Attributes
- Strong analytical and problem-solving skills.
- Intellectual curiosity and desire to learn complex accounting concepts.
- Excellent communication and presentation abilities.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Detail-oriented with a commitment to accuracy and continuous improvement.
Compensation & Benefits
The organization offers a competitive compensation package that includes:
Financial Rewards
- Competitive base salary
- Annual performance bonus opportunity
- Retirement savings programs with employer contributions
- Long-term wealth-building opportunities
Work-Life Balance
- Hybrid work environment
- Flexible work arrangements
- Generous paid time off and holidays
- Paid volunteer and community service opportunities
- Family and parental leave benefits
Health & Wellness
- Medical, dental, and vision coverage
- Health savings and flexible spending accounts
- Life and disability insurance
- Employee wellness programs
Professional Development
- CPA and professional certification support
- Tuition reimbursement
- Continuing education programs
- Internal and external training opportunities
- Career advancement and leadership development resources
