Lead Analyst, Investment Reporting

Job not on LinkedIn

🕒 August 24

🇺🇸 United States – Remote

💵 $100.9k - $142.5k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Empower

WebsiteLinkedInAll Job Openings

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. Statutory (NAIC), U.S. GAAP, Canadian GAAP, regulatory, tax and/or Board financial reporting for investment portfolios • Prepare and review quarterly and annual statutory NAIC state financial reporting, supplements, audited financial statements and surveys • Coordinate investment presentation in quarterly financial statements • Ensure consistency across financial statements, board reports and analyst information • Research and propose disclosures and report modifications in response to new pronouncements and guidelines • Determine appropriate disclosures for new investment types • Interpret authoritative pronouncements and guidelines related to U.S. Statutory, U.S. GAAP and regulations • Recommend changes to accounting systems and information presentation • Coordinate investment audits and explain the Company’s position • Monitor the reporting database and make necessary adjustments • Assist with new process and project implementation • Ensure a proper audit trail for financial statement numbers • Analyze and interpret financial results • Prepare audit documents and explain reports and positions to auditors • Respond to ad-hoc reporting requests with professional formatting and explanation of results • Reconcile and research ledger balances across multiple systems • Perform other duties as assigned

🎯 Requirements

• Bachelor’s degree in accounting • 5-7 years of financial reporting experience required • Advanced MS Office Skills (Excel, Access and PowerPoint) • Understanding of various reporting systems (Blackline, EASY, SAP, PAM, Phoenix, Unit Value Cloud) • Thorough understanding of accounting pronouncements and their appropriate application to investment portfolios • Strong knowledge of U.S. Statutory (NAIC) and/or GAAP accounting principles is a differentiator • Public accounting or investment related financial reporting experience is a differentiator • Reliable high-speed internet with a wired connection via fiber, cable or DSL for remote work • Adequate home work environment with limited disruption

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource Groups (BRGs), open to all • Bonus program opportunity for non-sales positions • Reliable high-speed internet with a wired connection and a home workspace; necessary computer equipment provided