Lead Analyst Accounting Corporate

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Under limited supervision and acting within established policies and procedures, leads key aspects of the company’s general accounting and Statutory financial reporting processes. Leads staff responsible for the maintenance of the general ledger across all bases of accounting and ensures balances are appropriate and supported by subsidiary ledgers. Supervises the preparation, analysis and review of financial statements in accordance with NAIC Statutory Accounting standards. Assists with external review and audit coordination and SOX compliance efforts.

What you will do:

• As subject matter expert, utilizing experience, researches/resolves unique, complex and escalated account problems.
• Leads maintenance of the general ledger including journal entries, account reconciliations and key aspects of the month end close across all accounting bases.
• Leads preparation, analysis and review of financial statements in accordance with US GAAP, IFRS and Statutory Accounting standards.
• Leads the design and review of Statutory quarterly and annual filings to state regulatory agencies.
• Ensures filings are accurate and timely in accordance with Statutory Accounting standards.
• Completes Variance Analysis for Financial Statement Line Items on each basis.
• Reviews work for synchronicities across our responsible area to lead the team on the most efficient and controlled path forward.
• Works closely with Investment Operations, Internal Reporting, Valuations and other groups to ensure the timely and accurate completion of key activities associated with the company’s Statutory Reporting processes.
• Leads aspects of the coordination of audit and review processes.
• Works closely with internal and external auditors.
• Leads the design and implementation of SOX controls pertaining to accounting and financial reporting processes under the guidance of the Internal Audit team.
• Maintains an effective control environment through the mitigation and remediation of SOX compliance issues.
• Helps to implement technical accounting policies and procedures under the guidance of the Technical Accounting Department. Stays abreast of all financial reporting and compliance regulatory changes that may impact the business.

What you will bring:

• Bachelor’s degree in accounting/Finance or equivalent work experience
• Eight (8) years of accounting experience in progressive roles

What …