Sr Accountant
Core
Analyze investment results, prepare statutory footnotes and schedules, and manage NAIC filings for an insurance company's investment portfolio.
Role type
Senior IC accountant (investment reporting)
Builds
Statutory statements, NAIC filings, internal management reporting tools
Domain
Insurance / Investment Accounting
Required skills
GAAP and statutory accounting, investment reporting standards, variance analysis, internal controls documentation, MS Excel, TM1, Wdesk, Sovos, Microsoft Copilot
Preferred skills
CPA, Big Four experience, AI automation project experience
Technologies
TM1, Wdesk, Sovos, Microsoft Copilot
Responsibilities
Monthly reconciliation of investment assets between sub-ledger and general ledger, preparation of statutory investment disclosures, monitoring NAIC designations and submitting filings, analyzing asset movements for senior management, supporting Sarbanes documentation, driving automation projects for reporting tools
Seniority
Senior, hands-on IC