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Senior Technical Investment Accounting Consultant

  • Location:

    United States of America

  • Sector:

    Accountancy & Finance

  • Job type:

    Permanent

  • Salary:

    US$145000 - US$165000 per annum

  • Contact:

    Robert Dickerson

  • Contact email:

    Robert.Dickerson@oliverjames.com

  • Job ref:

    JOB-072024-252832_1727814156

  • Published:

    about 1 month ago

  • Expiry date:

    2024-10-31

Job Title: Senior Technical Investment Accountant
Location: Remote

Position Overview:
The Senior Technical Investment Accountant will play a pivotal role in managing the accounting policies and external reporting for the company's investment portfolio. This position requires a blend of technical accounting expertise and strategic insight, ensuring compliance with GAAP, STAT, and regulatory requirements. The ideal candidate will be a proactive problem solver with a strong understanding of investment accounting, financial reporting, and related policies.

Key Responsibilities:

  • Accounting Policy Development:
    Develop, implement, and maintain accounting policies and procedures related to investment activities in accordance with GAAP and STAT.

  • External Reporting:
    Prepare and oversee quarterly and annual investment-related disclosures in financial statements, ensuring accuracy and compliance with SEC regulations.

  • Investment Valuation:
    Collaborate with the investment team to ensure accurate valuation and accounting for a diverse portfolio, including fixed income, equity, derivatives, and alternative investments.

  • Regulatory Compliance:
    Monitor changes in accounting regulations and industry standards, assessing their impact on the company's investment accounting practices.

  • Collaboration and Support:
    Work closely with internal stakeholders, including finance, tax, and compliance teams, to provide guidance on investment-related accounting issues.

  • Training and Development:
    Mentor junior staff members, fostering a culture of continuous learning and improvement within the investment accounting team.

  • Audit Coordination:
    Liaise with external auditors during the annual audit process, providing necessary documentation and explanations for investment accounting practices.

Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent certification is highly preferred.
  • Minimum of 10+ years of experience in technical accounting, preferably within the financial services or insurance industry.
  • Strong knowledge of investment accounting, GAAP, IFRS, and SEC reporting requirements.
  • Proven experience with financial statement preparation and analysis.
  • Excellent analytical skills, attention to detail, and the ability to work under tight deadlines.
  • Strong communication skills, with the ability to convey complex technical concepts to non-technical stakeholders.
  • Proficiency in accounting software and financial reporting tools.

Why Join Us?
This is an exceptional opportunity to join a forward-thinking organization committed to professional development and career growth. The Senior Technical Investment Accountant will have the chance to make a significant impact on the company's financial reporting and investment strategies while working in a collaborative and innovative environment.

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