Lead Accountant – Investment Reporting

🕒 il y a 17 jours

🇺🇸 États-Unis – Télétravail

💵 $103 221 - $136 105 / an

⏰ Temps Plein

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 0%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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UFG Insurance

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1946

💼 Conseil

🏥 Santé

📦 Logistique

Consulting • Healthcare • Logistics

UFG Insurance est une entreprise d'assurances de biens et de responsabilités qui propose des produits et services d'assurance commerciale, incluant l'assurance marine intérieure, biens commerciaux, responsabilité commerciale, compensation des travailleurs, cautionnement, excédent et surplus, réassurance et polices pour les propriétaires d'entreprises. Elle se concentre sur le service aux entreprises—fabrication, construction, immobilier, architectes et ingénieurs, concessionnaires d'équipements lourds et autres petites et moyennes entreprises—par le biais d'agents et de courtiers, en mettant l'accent sur le service de gestion des sinistres, le conseil en contrôle des risques, l'audit de primes et les capacités de service en interne.

Description

• Lead preparation and review of investment-related components of monthly, quarterly, and annual consolidated GAAP and statutory financial statements, regulatory filings, and disclosures • Prepare and review investment supporting schedules, financial disclosures, security pricing and valuation information, reconciliations, analyses, and documentation • Coordinate investment accounting and reporting workstreams and reporting deadlines • Oversee accounting for investment purchases, sales, income, amortization, realized and unrealized gains and losses, impairments, and other investment activity • Review security pricing and valuation information and resolve discrepancies • Analyze investment balances, income, performance-related accounting results, valuations, and financial trends • Review journal entries, reconciliations, rollforwards, and data from investment systems and external providers • Partner with Finance, Investments, Tax, Actuarial, FP&A, Technology, Legal, and external service providers • Support implementation of accounting standards, policies, and investment reporting requirements • Serve as subject matter expert and provide guidance to team members • Prepare SOX-compliant documentation and execute and review financial reporting controls • Support internal and external audits • Lead process improvement, automation, integrations, migrations, and financial reporting system initiatives • Develop procedures, reporting instructions, and best practices • Provide functional direction, training, coaching, feedback, and mentoring to accounting professionals • Proactively identify and resolve reporting issues and escalate significant matters

🎯 Exigences

• Bachelor’s degree in accounting • CPA (Certified Public Accountant) preferred • 8+ years of progressive accounting experience, including investment accounting and reporting • Experience preparing or reviewing investment accounting entries, reconciliations, supporting schedules, security pricing or valuation information, financial statement disclosures, and related reporting documentation • Experience working with investment accounting systems, custodians, investment managers, pricing sources, or other investment-related service providers • Experience leading projects, reporting workstreams, or the work of other accounting professionals • Experience providing supervision, coaching, work review, or performance feedback to other accounting professionals • Strong understanding of generally accepted accounting principles and statutory accounting principles applicable to investment accounting and reporting • Advanced knowledge of investment accounting, financial statement presentation, disclosure requirements, security pricing, valuation, and investment-related reporting processes • Knowledge of common investment types and related accounting for purchases, sales, income, amortization, realized and unrealized gains and losses, and impairments • Advanced proficiency in Microsoft Excel, including pivot tables, lookup functions, and complex formulas • Strong written and verbal communication abilities • Ability to supervise and develop team members, lead projects and reporting workstreams, coordinate work, manage priorities, and meet deadlines • Process improvement mindset and ability to identify and implement efficiency enhancements • Critical thinking skills and sound professional judgment • Ability to work independently, identify issues, and escalate significant matters appropriately • General office environment; infrequent travel as needed

🏖️ Avantages

• Annual incentive compensation • Medical, dental, vision & life insurance • Accident, critical Illness & short-term disability insurance • Retirement plans with employer contributions • Generous time-off program • Programs designed to support the employee well-being and financial security • Remote work arrangement

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