56 applicants

Company

Empower · 2 days ago

Senior Analyst Investment Reporting

Nationwide Remote

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $113K/yr

4+ years exp

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Employee BenefitsNon Profit

Actively Hiring

No H1B

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Responsibilities

Prepare and review quarterly/annual statutory NAIC state financial reporting, supplements, annual audited financial statements and surveys

Interpret new pronouncements and guidelines issued by authoritative associations in relation to U.S GAAP, Statutory (NAIC), or various regulations

Recommend appropriate changes to accounting systems and presentation of information

Respond to audit requests for Investments and explain the Company’s position

Monitor the reporting database and making adjustments where necessary

Assist with private placement filings with the NAIC

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Degree in accountingFinancial reporting experienceAdvanced Excel skillsU.S. Statutory (NAIC) knowledgeInvestment experienceMS Office proficiencyGAAP accounting principlesCPA certificationPublic accounting experienceAlteryx softwareWings annual statement softwareProcess improvement mindsetTeamwork skillsCreativity thinking

Required

Bachelor's degree in accounting or related business degree

4+ years financial reporting experience

Proficient in MS Office, including advanced Excel skills

Strong knowledge of U.S. Statutory (NAIC) and/or GAAP accounting principles

Preferred

CPA preferred

Public accounting experience preferred

Previous experience in investments strongly preferred

Strong technical and analytical skills with ability to communicate effectively, both written and verbally

Ability to work both independently and collaboratively in a team environment

Ability to utilize creativity thinking towards improvement of business processes and internal controls, and follow-thru in all stages from design into implementation

Attention to detail, analytical acumen and excellent organizational skills with the ability to handle and prioritize multiple and competing priorities

Self-driven with ability to deal with ambiguity, a willingness to learn and take on additional responsibilities

Process improvement mindset

Experience using Alteryx and Wings annual statement software

Benefits

Medical, dental, vision and life insurance

Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup

Tuition reimbursement up to $5,250/year

Business-casual environment that includes the option to wear jeans

Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year

Paid volunteer time — 16 hours per calendar year

Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)

Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation.