Senior Analyst Investment Reporting

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Senior Investment Reporting Analyst is responsible for preparing and reviewing U.S. Statutory (NAIC – National Association of Insurance Commissioners) reporting (investment schedules, IMR, AVR, RBC, footnotes) for investment portfolios for Empower, its subsidiaries, and affiliates. The analyst role requires a thorough understanding of investments, as well as the related accounting pronouncements and appropriate application to the investment portfolio. 

  

What you will do 

• 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 

What you will bring 

• 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 

What will set you apart 

• 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 

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$80,100.00 - $113,175.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sa