Martello Re · 1 day ago
Director of Investment Accounting, Analytics & Reporting
Charlotte, NC
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expMartello Re is building a distinctive reinsurance offering grounded in exceptional client service and innovative solutions. The Director of Investment Accounting, Analytics & Reporting is responsible for overseeing the accounting, reporting, and analysis of the company's investment portfolio, ensuring accuracy and integrity in accordance with regulatory requirements.
Financial ServicesInsuranceLife Insurance
Responsibilities
Ensure accurate and timely investment accounting and reporting in accordance with US GAAP, NAIC STAT, and BDA STAT
Collaborate with the internal Investments team and external asset managers to evaluate and execute new, complex investment opportunities
Administer and enhance the investment accounting platform (Clearwater Analytics), including driving automation and data integrity improvements
Analyzing investment income through independent analytics and variance analysis, including identifying and remediating issues in a timely manner. Provide timely, relevant, and insightful investment accounting information to Finance leadership and other stakeholders
Leads investment accounting policy and analytics for the Investment Accounting team, including areas such as GAAP/statutory guidance, due diligence, data analysis, valuations, impairments, data quality management, multi‑basis reporting, vendor diligence, automation projects, and workflow improvements
Evaluate technical accounting implications of new investment structures and monitor emerging accounting guidance
Identify and lead process improvement initiatives that drive operational efficiency, data transparency, and control effectiveness
Other duties as assigned to support Finance and Investment Operations
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
Current CPA, CA, or equivalent accounting designation
At least 10 years of relevant post-qualification experience, with a strong focus in investment accounting
Experience interpreting complex accounting guidance and documenting investment structures
Knowledge of multiple investment instruments (fixed income, equity, loans), accrual accounting, and valuation methods
Experience managing large and complex investment portfolios and interpreting related accounting requirements
Ensures technical excellence in applying accounting pronouncements and translating guidance into operational processes
Proficiency with Clearwater Analytics or similar investment accounting platforms
Strong knowledge of U.S. GAAP, NAIC statutory accounting, and Bermuda statutory reporting
Experience coaching and developing high-performing teams
Proven track record of delivering timely, high-quality reporting and analysis in a fast-paced environment
Background in evaluating alternative investments
Excellent technical accounting and investment knowledge
Strong proficiency in Microsoft Office, particularly Excel
Proven ability to work independently, multitask, and meet deadlines
Detail-oriented with a willingness to dive into granular data reviews
Highly analytical with strong problem-solving and critical thinking skills
Effective communicator who can simplify complex topics for diverse audiences
Collaborative and capable of working cross-functionally to support broader business goals
Demonstrated ability to enhance and maintain financial systems and tools
Ability to build trusted relationships across internal teams and with external partners
Leads and develops a small team of investment accountants
Responsible for recruitment, performance management, mentoring, and professional development
Manages relationships with external consultants, auditors, and service providers related to investment accounting
Company
Martello Re
Martello Re is a reinsurer that offers reinsurance to life insurers and support in asset-intensive life insurance and annuity businesses.
51-200 employees
H1B Sponsorship
Martello Re has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (4)
2023 (2)
Funding
Current Stage
Growth StageTotal Funding
$1.29B2024-07-23Private Equity· $935M
2024-07-23Debt Financing· $360M
Leadership Team
Dennis Ho
Chief Executive Officer
Recent News
2024-05-21
Company data provided by crunchbase