Prosperity Life · 13 hours ago
Investment Accountant
United States
Full-time
Remote
Entry, Mid Level
$80K/yr - $120K/yrProsperity Life Insurance Group, LLC is seeking a talented Investment Accountant to assist with operations, accounting, and reporting functions related to the Company’s general account investment portfolio. The role involves working closely with third-party accounting service providers, preparing journal entries and investment accounting reports, and performing reconciliations and analyses to support various departmental needs.
Asset ManagementCommercial InsuranceHealth CareHealth InsuranceInsurance
Responsibilities
Work closely with Company’s third-party accounting service providers to ensure accounting and reporting of investments is performed accurately and timely
Prepare journal entries related to cash and investments
Prepare investment accounting reports as needed to support finance, actuarial, tax, and investment department needs
Perform reconciliations of monthly ledger balances back to sub-ledger systems
Prepare and perform analysis to assist in the review of reasonability of results
Assist with research and analysis over correct accounting treatment for new investments
Assist with preparing Statutory and GAAP quarterly/annual financial statements
Assist with requests from auditors and/or state examiners
Other items as necessary
Qualification
Required
Strong oral and written communication skills
Bachelor's degree in Accounting or Finance
Experience in insurance investment accounting
Knowledge of various investment types including bonds, mortgage loans, derivatives and limited partnerships
Knowledge of US GAAP rules for investments required
Ability to multi-task and adjust quickly in a fast-paced environment, with the ability to change priorities to meet critical deadlines
Proficiency and accuracy in using computer system databases
MS Word and Excel spreadsheet skills
Being self-motivated to succeed in an autonomous work environment
Sharp attention to detail is a key priority
Strong analytical, organizational and problem-solving skills
Demonstrate strong initiative and ability to take on new and challenging assignments
Proven ability to work under tight deadlines and stressful situations with attention to detail
Accountable for quality, accuracy, and results of operational data
Fluent with advanced Excel spreadsheet functions
Preferred
Experience with Clearwater for Investment Accounting or other investment accounting systems
Knowledge of US STAT rules for investments strongly preferred
Company
Prosperity Life
Prosperity Life is an insurance agency that provides a wide range of life, health, property, and casualty insurance products and services.
Founded in 1916
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$6.91M2025-02-05Acquired
2019-11-21Series Unknown· $6.91M
Leadership Team
Nicholas von Moltke
President & CEO
Recent News
Company data provided by crunchbase