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Financial accountant - investment portfolio management

Fully
beBeeInvestment
Accountant
Inserat online seit: Veröffentlicht vor 11 Std.
Beschreibung

Accounting Policy and Investments Leadership Opportunity

This life insurance carrier, recently capitalized by private equity and a large asset manager, is seeking a strong Accounting Policy professional to navigate the complex interactions between the insurance executive team and private equity investors. The ideal candidate will possess expertise in accounting research, technical writing, and U.S. GAAP and Statutory Accounting Principles (STAT) as applied to various investment structures.

The Assistant Vice President, Accounting Policy and Investments will lead technical research, analysis, and documentation for the investment portfolio and financial instruments. This role requires collaboration with senior leadership and cross-functional teams, including Financial Reporting, Corporate Accounting, Actuarial, Legal, and Investments, to implement new accounting standards and address complex transactions.

The successful candidate will serve as a liaison with internal and external auditors to resolve technical accounting issues and navigate regulatory changes. A CPA or CFA certification is required. This leadership opportunity offers a chance to work in a collaborative and dynamic environment, focusing on innovation and professional development.

* Expertise in accounting research, technical writing, and U.S. GAAP and STAT
* Strong background in investments and technical accounting research and writing
* Ability to engage with senior leadership and confidently articulate research and insights

* CPA or CFA certification
* Public accounting experience


Benefits:

This role provides a unique opportunity to work in a leading insurance group, managing a substantial portfolio of assets and operating across multiple U.S. locations. The organization is committed to delivering reliable solutions to policyholders and offers a collaborative and dynamic work environment.


Leadership Opportunities:

This role currently has no direct reports, but it offers leadership opportunities through cross-team collaboration, spearheading special projects, and presenting findings to senior management. The ideal candidate will excel in engaging with senior leadership and confidently articulating research and insights.

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