Director, Investment Accounting & Statutory Reporting-Global Top-Tier Firm-Excellent Internal Career Growth! jobs in United States
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Recruiting Resources, Inc. · 21 hours ago

Director, Investment Accounting & Statutory Reporting-Global Top-Tier Firm-Excellent Internal Career Growth!

positionLA Metro Area
timeFull-time
remoteHybrid
seniorityDirector/Executive
money$255K/yr - $285K/yr
date7+ years exp

Recruiting Resources, Inc. is a top-tier highly respected investment management firm seeking a motivated Director of Investment Accounting & Reporting to lead and oversee key reporting, regulatory compliance, and technical accounting efforts related to the company’s investment portfolio. This high-impact leadership role offers visibility across the organization and opportunities for internal career growth.

Staffing & Recruiting

Responsibilities

Lead accurate and timely preparation of all investment-related financial filings, including NAIC schedules, footnotes, and disclosures
Interpret and implement accounting policies in accordance with statutory guidance and updates
Manage regulatory filings; ensure compliance with the Purposes & Procedures Manual
Stay current with changes in regulatory guidance (NAIC, ACLI, NASVA, RBC, etc.) and communicate implications across internal teams
Collaborate with stakeholders across Accounting Policy, Legal, Compliance, Operations, Client Relations, and Portfolio Management
Serve as a subject matter expert for Statutory Bond Principals and regulatory treatment of complex assets
Assist with global statutory reporting requirements and ensure proper application of practices
Provide leadership, coaching, and development to a team of onshore and offshore investment accounting professionals

Qualification

Statutory Accounting PrinciplesNAIC Reporting RequirementsInvestment Accounting ExperienceInvestment Accounting SystemsTechnical Research SkillsMicrosoft ExcelLeadership Ability

Required

Bachelor's degree in Accounting, Finance, or related field (CPA or MBA strongly preferred)
Minimum of 7–10 years of investment accounting experience
Expertise in statutory accounting principles (SAP) and NAIC reporting requirements
Prior experience engaging with NAIC, SVO, ACLI, or similar regulatory bodies
Familiarity with investment accounting systems (e.g., ePAM), Microsoft Excel, and enterprise financial platforms
Strong technical research and documentation skills
Proven leadership ability, including managing teams and working cross-functionally

Benefits

Full Annual Bonus
Additional Equity

Company

Recruiting Resources, Inc.

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Recruiting Resources, Inc. is trusted by top companies and top talent to deliver lasting impact.
dateFounded in 2001
location
Los Angeles, California, US
people-size2-10 employees
web-link
http://www.recruitingresourcesinc.com

Funding

Current Stage
Early Stage

Leadership Team

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Laura P. Chan
President & CEO
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Annie Chiu Hopkins, CPA
Managing Partner
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Company data provided by crunchbase