Investment Accounting Analyst Lead jobs in United States
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American Equity · 4 hours ago

Investment Accounting Analyst Lead

American Equity is a company that offers leading annuity products to help clients fulfill their retirement needs. The Investment Accounting Analyst Lead will support strategic initiatives across the Investment Accounting function, focusing on process improvements and ensuring accurate accounting outcomes for investment-related activities.

ConsultingFinanceInsurance
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H1B Sponsor Likelynote

Responsibilities

Leads or assists with investment accounting projects, including system upgrades, automation initiatives and process redesign efforts
Coordinate across internal teams to gather requirements, monitor progress, and ensure deliverables align with accounting standards and business needs
Supports integration efforts following acquisitions, including reconciling data and validating new processes
Analyze existing workflows, identify inefficiencies, and propose solutions that enhance accuracy, timeliness, and scalability
Develop and document standard operating procedures for new processes, controls, and reporting requirements
Ensure proper internal controls are embedded in all project solutions and comply with GAAP, statutory, and internal audit requirements
Partner with Accounting Policy to assess impacts of new policies, elections, or system logic changes
Support reporting enhancements such as reconciliations, data validations, and process checks to improve financial data integrity
Performs other related work as assigned

Qualification

Investment accounting systemsGAAP complianceFinancial systems experienceAnalytical skillsProject managementCommunication skillsProblem-solving skillsAttention to detailAdaptability

Required

Bachelor's degree from four-year credited college or university in finance, business or related field of study; plus six years of progressively responsible related investment accounting experience, or equivalent combination of education and/or experience
Experience working with financial systems, subledgers, or reporting tools
Proficiency with investment accounting systems (e.g., Clearwater, BlackRock/Aladdin, PAM, SAP, or similar)
Excellent analytical, problem-solving, and communication skills
Ability to manage multiple priorities with high attention to detail
Adaptability & continuous improvement mindset
Project management and organization
Knowledge of investment accounting best practices and procedures, including but not limited to, statutory and U.S. GAAP reporting standards, and investment disclosures
Ability to format detailed numeric and other information in reports, dashboards and other mediums and effectively present information to top management, public groups, and/or boards of directors
Strong verbal and written communication skills
Ability to establish effective working relationships with internal and external parties at all levels
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to successfully handle pressure and meet deadlines in a fast-paced work environment

Preferred

CPA or MBA preferred

Company

American Equity

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American Equity Investment Life Insurance Company® We are The Financial Dignity Company – and while each person might define financial dignity differently, we believe it’s having the means to retire with pride and peacefulness in your daily life.

H1B Sponsorship

American Equity 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 (11)
2024 (5)
2023 (3)
2022 (4)
2021 (2)

Funding

Current Stage
Public Company
Total Funding
$253M
Key Investors
Brookfield Wealth SolutionsBrookfield Asset Management
2023-07-05Acquired
2022-01-07Post Ipo Equity· $253M
2020-10-18Post Ipo Equity

Leadership Team

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Anant Bhalla
Chief Executive Officer
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Nicholas Volpe
Chief Technology Officer at American Equity
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Company data provided by crunchbase