Sr Consultant, Insurance Investment Accounting
Core
Specialized accounting role focused on investment accounting for insurance clients, ensuring compliance with NAIC statutory rules and GAAP standards.
Role type
Senior Investment Accounting Consultant
Builds
Regulatory reports and investment schedules for insurance clients
Domain
Insurance / Financial Accounting
Required skills
NAIC statutory reporting, GAAP compliance, fixed income accounting, equity accounting, derivatives accounting, Schedule D reporting, investment accounting systems (PAM/MAXIM), SAP, advanced Excel
Preferred skills
CPA, PAM/MAXIM systems, ASBE, MATT
Technologies
SAP, PAM, MAXIM, NAIC reporting tools, Excel
Responsibilities
Prepare and review NAIC statutory investment schedules (Schedule D Parts 1-5, DA Parts 1-2, VBY, 1B, Summary by Country, footnotes, and interrogatories), manage reporting for fixed income and equity securities including accruals and income payments, provide expertise on derivatives and exposure to Schedule DB, support accounting conversions and funding processes, collaborate on strategic projects such as new business initiatives and M&A integration
Seniority
Senior, hands-on IC