Head of Investment Accounting
Location: 100% Remote (West Coast preferred; occasional travel to San Francisco & Los Angeles). Candidates preferably should be based in MST or PST time zones.
Working hours: PST
Type: Full-Time, Permanent
The Opportunity
We are partnering with a highly capitalized, rapidly expanding global financial services and insurance carrier executing a major U.S. transformation. Backed by a world-leading financial institution, the firm is building out a premier national platform following multi-billion-dollar acquisitions, portfolio integrations, and an expanded annuity and pension risk transfer footprint.
We are seeking a Head of Investment Accounting to build, scale, and lead the investment finance function for a rapidly growing, multi-billion-dollar balance sheet.
Key Responsibilities
- Investment Operations & Reporting: Lead daily investment accounting, monthly closes, and STAT, GAAP, and management reporting across complex asset portfolios.
- Portfolio Scaling: Partner with the CIO, CFO, and asset managers to support diverse asset classes, including private credit, alternatives, structured products, real estate, and derivatives.
- System Transformation: Implement and optimize investment accounting platforms and ledger architectures.
- M&A & Reinsurance Integration: Support reinsurance transactions, capital initiatives, and the onboarding of acquired investment portfolios.
- Governance & Leadership: Chair/support the Asset Pricing Policy Committee, manage external audit/regulatory exams (Schedules BA, D, DB), and align cross-functional teams (FP&A, Actuarial, Treasury).
Qualifications
- Experience: 10+ years in life/annuity or P&C insurance industry accounting or Big Four insurance practice.
- Technical Skills: Deep mastery of US GAAP and STAT frameworks for life/annuity products and complex investments.
- Systems & Credentials: Hands-on experience with modern investment accounting software (Clearwater preferred); Bachelor’s degree plus CPA, CA, or equivalent designation.
- Location: 100% Remote with periodic travel to SF and LA as needed.
