Senior Analyst, Investment Accounting jobs in United States
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Global Atlantic · 22 hours ago

Senior Analyst, Investment Accounting

Global Atlantic is a leading provider of retirement security and investment solutions. They are seeking a Senior Analyst to join their Investment Accounting COE team to ensure the accuracy and integrity of investment balances and support cross-functional initiatives related to investment reporting.

Financial ServicesInsuranceLife InsuranceRetirement
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Comp. & Benefits
Hiring Manager
Kevin Sylvia
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Responsibilities

Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes
Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers
Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger
Support monthly monitoring and substantiation of investment-related suspense accounts
Provide support for audit requests
Assist with ad-hoc projects as needed

Qualification

Investment AccountingUS GAAPReconciliationMS ExcelClearwater AnalyticsProcess ImprovementAnalytical SkillsPeoplesoftHyperion Query Tools

Required

BS in Finance, Accounting, Economics, Business, or a related major
4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations
Strong understanding of investment accounting principles under US GAAP and STAT
Excellent computer skills, including MS Excel
Strong focus on process improvement and automation and analytical skills
Ability to successfully handle competing priorities and multiple deliverables

Preferred

CPA, MBA preferred
Knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus
Experience with Clearwater Analytics or similar investment accounting platforms preferred

Benefits

Annual cash bonuses
Long-term incentives (equity)
Generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions)
Sales incentives

Company

Global Atlantic

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Global Atlantic is helping individuals and families think ahead for financial security.

Funding

Current Stage
Late Stage
Total Funding
$1.01B
2020-07-08Acquired
2013-05-13Private Equity· $1.01B
2004-01-01Private Equity

Leadership Team

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Allan Levine
Chairman and Chief Executive Officer
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Timothy Bridgers
Managing Director of Preneed
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Company data provided by crunchbase