Lead Accountant – Investment Reporting

Job not on LinkedIn

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $103.2k - $136.1k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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UFG Insurance

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1946

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

UFG Insurance is a property and casualty insurance company that provides commercial insurance products and services, including inland marine, commercial property, commercial liability, workers' compensation, surety, excess & surplus, reinsurance and businessowners policies. It focuses on serving businesses—manufacturing, construction, real estate, architects and engineers, heavy equipment dealers and other small to mid-sized enterprises—through agents and brokers, emphasizing claims service, risk control consulting, premium audit and in-house service capabilities.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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