Note: The job is a remote job and is open to candidates in USA. The financial services and insurance-sector company is seeking an early-career Financial Reporting Analyst to join its Investment Accounting & Reporting team in an Associate-level role. The position supports investment accounting, financial close, regulatory reporting, financial data governance, reporting accuracy, and process improvement across a diverse investment portfolio.
Responsibilities
- Participate in monthly, quarterly, and annual accounting close processes, including preparation of journal entries, account reconciliations, accruals, and supporting analyses
- Research, document, and resolve accounting issues related to a diverse investment portfolio, including fixed income securities, equities, mortgage loans, derivatives, alternative investments, and tax credit structures
- Support GAAP and Statutory financial reporting processes, including preparation of disclosures, schedules, variance analyses, and management reporting deliverables
- Maintain strong internal controls and support internal and external audit requests, regulatory examinations, and accounting policy compliance initiatives
- Serve as a steward of investment accounting data by monitoring data quality, performing reconciliations and validation activities, and ensuring the accuracy and completeness of information used in financial reporting and decision-making
- Partner with Accounting, Investments, Finance, Technology, and external service providers to resolve accounting, operational, and data-related issues and improve end-to-end processes
- Identify opportunities for automation, standardization, and process improvement, helping enhance the efficiency, scalability, and control environment of the investment accounting function
- Support business initiatives, system implementations, reporting enhancements, and data governance framework, including documentation of business processes, controls, and reporting requirements
- Deliver high-quality work products with strong attention to detail, professional judgment, and a commitment to continuous improvement
Skills
- US Citizen or Green Card
- Bachelor's degree in Accounting or Finance
- Internship or 1-2 years of professional experience in Insurance or Financial Services
- CPA eligibility / aspirations
Company Overview