Accountant, Investment Accounting

Accountant, Investment Accounting

Please note that we do not offer visa sponsorship for this position.

Company Summary

Come join one of America’s fastest growing insurance companies with a stable history of 175 years.  At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.  As a mission-driven business, our promises are as important as the products we sell.  We encourage our associates to live our values: Do Good. Be Good. Make Good.

Our mission extends beyond the insurance and annuities policies that we sell.  Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.

We invite you to explore what we have to offer and to join our cause.

Role Summary

• Reporting to the Director, Investment Accounting, the Accountant, Investment Accounting will be part of a high-performing team of accountants that ensure accurate, timely financial reporting of NLG’s investment portfolio. The successful candidate will demonstrate a strong attention to detail, be highly organized, and have a working knowledge accounting principles while supporting the investment accounting’s broader tactical initiatives.

Essential Duties and Responsibilities

• Preparation and review of journal entries and account reconciliations  
• Daily transactional processing for investment trades 
• Perform and review reconciliations of cash and transactions 
• Participate in strategic transformation initiatives to support investment advisors key decision making 
• Analyze and implement business process changes to improve the effectiveness and efficiency of the investment accounting function  
• Participate in the Company’s monthly, quarterly, and annual close processes to ensure financial information is recorded completely and accurately  
• Assist with special projects as needed  
• Communicate effectively with management and other internal and external stakeholders. 
• Core workdays – see comments below for content.
• Flexibility to adjust language to appropriate number of days in the office based on the position

Minimum Qualifications

• 2 - 4 years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession.
• Bachelor's degree.
• Proficiency in Microsoft Office suite.
• Proven ability to execute within time constraints and manage multiple priorities, ability to work flexible hours as required.
• Outstanding verbal and written communication skills.
• Ability to anticipate, identify and resolve financial issues.
• Ability to continually manage multiple priorities and reprioritize as needed.
• This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday.  The work schedule type and core days are subject to change with advance notification and manager discretion.

Preferred Qualifications

• Master’s degree
• CPA, CPA Candidate or equivalent professional certification
• Experience with US GAAP Accounting and/or Statutory Reporting.
• Experience with investment accounting within an insurance or other regulated organization.

 

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!

 

 

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

 

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.  National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded we