Lead Analyst, Investment Reporting

Job not on LinkedIn

🔥 23 minutes ago

🇮🇳 India – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

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Logo of Empower

Empower

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Oversee and review U.S. GAAP, Canadian GAAP, regulatory, tax, and/or Board financial reporting for investment portfolios of the Insurance Company, subsidiaries, and affiliates • Apply accounting pronouncements to investment portfolios • Assist with investment reporting for U.S. and Canadian GAAP, regulatory, tax, and/or board requirements • Ensure reporting consistency in financial statements, board reports, and analyst information • Research and propose new disclosures and report modifications in response to new pronouncements and guidelines • Determine appropriate disclosures for new investment types • Interpret authoritative pronouncements and guidelines • Recommend changes to accounting systems and information presentation • Ensure a proper audit trail for financial statement numbers • Analyze and interpret financial results • Prepare audit documents and explain reports to auditors • Respond to ad-hoc reporting requests • Prepare journal entries and account reconciliations • Perform other duties as assigned

🎯 Requirements

• Bachelor’s Degree in Accounting • 5-7 years of financial reporting experience required • Public accounting or investment related financial reporting experience a plus • CPA preferred • Advanced Excel skills • Normal Office Working Conditions

🏖️ Benefits

• Flexible work environment • Fluid career paths • Internal mobility opportunities • Purpose, well-being, and work-life balance support • Welcoming and inclusive work environment • Volunteer opportunities

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