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Symetra · 1 week ago

Investment Accounting and Reporting Advisor

United States

Full-time

Remote

Senior Level

$114K/yr - $189K/yr

5+ years exp

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. The Sr. Financial Reporting Specialist will provide technical accounting and reporting expertise across a broad range of investment assets, ensuring compliance with US GAAP and advising on complex transactions.

Financial ServicesHealth InsuranceInsuranceLife Insurance

Growth Opportunities

No H1B

Responsibilities

Research and provide practical guidance on accounting treatments for diverse asset types, including traditional investments, mortgage loans, private equity, alternative assets, derivatives, and new products or entity structures

Advise leadership on accounting implications of new investments and emerging guidance

Deliver transaction advisory support on the implementation of new accounting standards in collaboration with the Investment Accounting Policy Specialist

Serve as a trusted advisor to internal teams and stakeholders including Enterprise and Financial Reporting, Investment Advisors, Tax, and Actuarial by translating complex accounting concepts into actionable recommendations aligned with strategic objectives

Assess the impact of regulatory and accounting developments on Investment Accounting and Reporting processes and ensure policies remain appropriate and effectively implemented

Provide VIE and consolidation analysis on new limited partnership positions

Prepare, review, and present technical memos and documentation related to accounting treatments and transactions

Lead ad hoc projects, including the implementation of new accounting standards and other initiatives within Investment Accounting and Reporting

Qualification

US GAAPInvestment AccountingTechnical AccountingNAIC Statutory AccountingCPACPA-eligibleFinancial Statements PreparationProject ManagementCommunication SkillsProblem-Solving SkillsOrganizational Skills

Required

High School Diploma is required

BA/BS in Accounting or Finance with 5+ years of experience in public accounting and/or financial services, including broad exposure to investment accounting

Strong technical accounting background, including advanced knowledge of US GAAP, working knowledge of NAIC Statutory accounting

Experience preparing and reviewing financial statements and footnote disclosures, performing technical accounting research, and supporting accounting conclusions

Proven ability to manage projects such as implementing new accounting standards, with familiarity in internal controls over financial reporting and related documentation

Excellent written and verbal communication skills, with the ability to collaborate across business units and levels

Highly organized, self-directed, and adaptable professional with strong problem-solving skills and flexibility to meet deadlines during peak reporting periods