AVP Accounting Policy, Investments
The Assistant Vice President, Accounting Policy and Investments leads technical research, analysis, and documentation for the investment portfolio and financial instruments. This role requires expertise in accounting research, technical writing, and U.S. GAAP and STAT, with a preference for insurance industry experience.
The AVP collaborates with senior leadership and cross-functional teams to implement new accounting standards, address complex transactions, and liaise with auditors on technical accounting issues and regulatory changes.
Your role and impact
Here's a glimpse of your responsibilities and the meaningful impact you'll create as the AVP, Accounting Policy and Investments:
Investment Accounting Research & Documentation
Oversee accounting for a diverse investment portfolio, including fixed income, equities, derivatives, structured products, and alternative investments.
Evaluate and advise on accounting treatment for new and complex investment opportunities, ensuring compliance with GAAP and STAT.
Monitor and implement relevant accounting standards and regulations, providing strategic insights and technical guidance.
Prepare detailed technical accounting documentation and communicate key findings to stakeholders, including senior management.
Financial Reporting & Compliance
Support accurate financial reporting and disclosure for the investment portfolio.
Partner with external auditors to address accounting issues and support audits.
Ensure compliance with regulatory requirements and internal controls for investment accounting.
Leadership & Collaboration
Collaborate with cross-functional teams to align accounting policies and practices.
Act as a liaison between Finance and Investment Operations to meet reporting requirements.
What's in it for you
Competitive pay: Fair compensation for your hard work.
Healthcare coverage: Comprehensive medical, dental, and vision from day one.
Life insurance: Company-paid coverage for you and your loved ones.
401(k) plan: Matching contributions to help secure your financial future.
Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
Work-life balance: Flexible time-off policy to recharge and pursue passions.
Dress for your day: Express your style comfortably at work.
Diversity and inclusion: A respectful environment that values unique contributions.
Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
Well-being focus: Programs to support a healthy balance between work and home life.
Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
We're passionate about fostering an inclusive environment where everyone can thrive. Even if you don't meet every requirement, we encourage you to apply-your unique skills and experiences might make you the perfect fit for this role or another opportunity within our company.
Requirements:
What sets you up for success
Education: Bachelor's degree in Accounting
Experience: 7+ years of experience in accounting research, technical writing, and investment accounting, with a strong understanding of GAAP and STAT accounting principles and various investment structures. Insurance industry experience preferred.
Certifications: CPA or CFA license required
Comprehensive knowledge of GAAP, STAT, and regulatory requirements related to investment accounting.
Strong technical accounting and research skills, with the ability to interpret and apply complex accounting standards.
Excellent technical writing skills, with the ability to draft clear and concise accounting policies and documentation.
Strong analytical and problem-solving skills, with attention to detail.
Ability to work independently and as part of a team, with excellent interpersonal and communication skills.
Compensation: $130k-$162
Apply Now
The AVP collaborates with senior leadership and cross-functional teams to implement new accounting standards, address complex transactions, and liaise with auditors on technical accounting issues and regulatory changes.
Your role and impact
Here's a glimpse of your responsibilities and the meaningful impact you'll create as the AVP, Accounting Policy and Investments:
Investment Accounting Research & Documentation
Oversee accounting for a diverse investment portfolio, including fixed income, equities, derivatives, structured products, and alternative investments.
Evaluate and advise on accounting treatment for new and complex investment opportunities, ensuring compliance with GAAP and STAT.
Monitor and implement relevant accounting standards and regulations, providing strategic insights and technical guidance.
Prepare detailed technical accounting documentation and communicate key findings to stakeholders, including senior management.
Financial Reporting & Compliance
Support accurate financial reporting and disclosure for the investment portfolio.
Partner with external auditors to address accounting issues and support audits.
Ensure compliance with regulatory requirements and internal controls for investment accounting.
Leadership & Collaboration
Collaborate with cross-functional teams to align accounting policies and practices.
Act as a liaison between Finance and Investment Operations to meet reporting requirements.
What's in it for you
Competitive pay: Fair compensation for your hard work.
Healthcare coverage: Comprehensive medical, dental, and vision from day one.
Life insurance: Company-paid coverage for you and your loved ones.
401(k) plan: Matching contributions to help secure your financial future.
Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
Work-life balance: Flexible time-off policy to recharge and pursue passions.
Dress for your day: Express your style comfortably at work.
Diversity and inclusion: A respectful environment that values unique contributions.
Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
Well-being focus: Programs to support a healthy balance between work and home life.
Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
We're passionate about fostering an inclusive environment where everyone can thrive. Even if you don't meet every requirement, we encourage you to apply-your unique skills and experiences might make you the perfect fit for this role or another opportunity within our company.
Requirements:
What sets you up for success
Education: Bachelor's degree in Accounting
Experience: 7+ years of experience in accounting research, technical writing, and investment accounting, with a strong understanding of GAAP and STAT accounting principles and various investment structures. Insurance industry experience preferred.
Certifications: CPA or CFA license required
Comprehensive knowledge of GAAP, STAT, and regulatory requirements related to investment accounting.
Strong technical accounting and research skills, with the ability to interpret and apply complex accounting standards.
Excellent technical writing skills, with the ability to draft clear and concise accounting policies and documentation.
Strong analytical and problem-solving skills, with attention to detail.
Ability to work independently and as part of a team, with excellent interpersonal and communication skills.
Compensation: $130k-$162
Apply Now