Investment Accounting & Reporting Lead

A newly capitalized, high-growth player in the annuity and reinsurance space, this company is part of a broader strategy to build a global alternative credit and insurance platform, with significant capital committed to fuel its expansion.

Responsibilities:

Develop and maintain the organizations investment accounting policies, ensuring alignment with all applicable accounting, financial reporting, and regulatory requirements.

Serve as a technical expert on investment-related accounting standards issued by the NAIC, FASB, and IASB, as well as risk-based capital standards established by the NAIC.

Monitor, evaluate, and communicate the impact of changesproposed or enactedin accounting and capital standards that may affect the organization.

Conduct technical accounting research related to new investment strategies or financial instruments.

Lead monthly, quarterly, and annual reporting and analysis of investment-related financial results, including preparation of standardized reporting packages for management and board review.

Drive the investment forecasting process in support of the Actuarial, FP&A, and Risk functions.

Collaborate with Actuarial, Controllership, Risk, Treasury, and Information Technology teams to develop a unified investment planning and reporting ecosystem using shared technology platforms.

Partner with Information Technology to automate and standardize reporting and analytics processes.

Ensure all Standard Operating Procedures (SOPs) related to investment accounting and reporting are complete, accurate, and regularly updated.

Education and Qualifications:

Bachelors degree in Finance, Accounting, Economics, or a related quantitative field; MBA and/or CPA preferred.

57 years of relevant experience in investment accounting, finance, or a related function.

Strong knowledge of investment products, structures, and performance analysis under varying market conditions.

Experience with financial modeling and forecasting investment cash flows.

Life insurance and annuity industry experience is a plus.

Proven ability to analyze and report on complex investment portfolios.

Solid understanding of financial systems, process flows, and internal controls.

Strong analytical, problem-solving, and decision-making capabilities.

Effective communicator with the ability to collaborate across all levels of the organization.

Demonstrated leadership skills and ability to thrive in a fast-paced, dynamic environment.