Join a modern, fast-growing financial services firm focused on redefining retirement solutions through innovation, technology, and personalized client support. Their mission is to help individuals retire with security and confidence, and build a high-impact team to make that happen.
They are looking for a senior-level professional to lead investment accounting and reporting. Reporting to the CFO, this role will shape the investment reporting framework, drive forecasting for key internal functions, and ensure compliance with statutory, GAAP, and IFRS standards. Ideal candidates will bring deep technical expertise, investment knowledge, and a collaborative, process-minded approach.
Key Responsibilities:
Lead the development of investment accounting policies and maintain compliance with evolving regulatory standards GAAP and IFRS
Serve as subject matter expert on NAIC guidance related to investment portfolios.
Partner with teams across the business to drive integrated forecasting and reporting.
Lead investment forecast modeling and analytics to support financial planning and risk management.
Oversee periodic investment reporting for leadership and board presentations.
Drive automation and standardization of reporting processes and tools.
Maintain up-to-date documentation and controls around investment accounting functions.
What You Bring:
5+ years in investment accounting, finance, or reporting
Bachelor's degree in Accounting, Finance, CPA or MBA
Insurance experience preferred
Strong understanding of investment products and financial modeling
Expertise in regulatory standards and forecasting methods
Systems-oriented with a focus on process improvement
Excellent analytical, problem-solving, and decision-making skills
