Fulltime: Sr. Analyst - Investment Accounting - Boston, MA jobs in United States
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Software Guidance & Assistance, Inc. (SGA, Inc.) ยท 10 hours ago

Fulltime: Sr. Analyst - Investment Accounting - Boston, MA

positionBoston, MA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$80K/yr - $110K/yr
date4+ years exp

Software Guidance & Assistance, Inc. is seeking a Senior Analyst, Investment Accounting for a full-time role with a leading insurance and investment solutions firm. This position involves supporting reconciliation reviews between investment accounting platforms and the general ledger, ensuring accuracy in financial reporting, and contributing to process improvement initiatives.

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Responsibilities

Prepare and review investment-related reconciliations for U.S. GAAP and statutory reporting purposes
Support the clearing and reconciliation of investment transactions across financial subledgers
Collaborate with third-party service providers and internal finance stakeholders to ensure timely processing and accurate general ledger recognition
Monitor and substantiate investment-related suspense accounts on a monthly basis
Assist with external audit requests and documentation
Contribute to ad-hoc projects and continuous process improvement efforts

Qualification

Investment AccountingU.S. GAAPReconciliationAdvanced ExcelClearwater AnalyticsAnalytical SkillsProcess ImprovementTime Management

Required

Bachelor's degree in Finance, Accounting, Economics, Business, or related field
4+ years of relevant experience in Investment Accounting or Investment Operations with exposure to reconciliation and GL processes
Strong understanding of investment accounting under U.S. GAAP and STAT frameworks
Advanced Excel skills
Strong analytical skills and commitment to process improvement and automation
Proven ability to manage competing priorities and deliver multiple workstreams

Preferred

CPA or MBA
Familiarity with Hyperion (FCC, Essbase), PeopleSoft, and data analysis tools
Experience with Clearwater Analytics or similar investment accounting systems

Benefits

Salary + bonus & benefits

Company

Software Guidance & Assistance, Inc. (SGA, Inc.)

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SGA is the technology and resource solutions provider driven to stand out. We are a certified women-owned business.
dateFounded in 1981
location
New York, New York, USA
people-size201-500 employees
web-link
http://www.sgainc.com

Funding

Current Stage
Growth Stage

Leadership Team

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Peter Taylor
CEO
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Andrew Gallagher - CCWP
Senior Vice President - Strategic Partnerships
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Company data provided by crunchbase