Investment Accountant

Symetra•,

9d•Remote

About The Position

Symetra's Investment Accounting department is seeking a Financial Reporting Analyst to support investment accounting, financial close, regulatory reporting, and financial data governance activities. This role will play a key part in ensuring the accuracy, completeness, and integrity of investment accounting records across a diverse portfolio including bonds, equities, mortgage loans, derivatives, hedge funds, limited partnerships, and tax credit investments. The position will partner closely with Accounting, Finance, Actuarial, FP&A, Investments, Technology, and third-party service providers to support timely close processes, maintain strong financial controls, and deliver accurate GAAP and Statutory reporting. In addition to financial reporting responsibilities, this role will serve as a steward of investment accounting data, helping drive data quality, reconciliation, process automation, and continuous improvement initiatives across the organization.

Requirements

BA/BS in Accounting or related field
Strong understanding of GAAP accounting principles
Experience with financial close, reconciliations, account analysis, and internal controls
Demonstrated ability to research and document technical accounting matters
Ability to work and succeed in a fast-paced environment
Strong process improvement skills and the ability to "think outside the box"
Strong analytical and problem-solving skills with the ability to identify root causes and implement sustainable solutions
Highly motivated with a strong desire to exceed expectations, and work in a challenging and fast-paced work environment
Desire to work with a team where growth and improvement are encouraged and supported
Proven ability to interact effectively and communicate complex investment accounting guidelines and policies in an understandable manner to various levels staff, and external vendors
Goal-oriented with a track record of task and project completion.
Ability to work a flexible schedule, as the need arises (quarter and year-ends, ad hoc projects)

Nice To Haves

CPA or progress toward CPA preferred
Relevant work experience in public accounting, insurance or finance preferred
Statutory accounting knowledge preferred
Knowledge of financial data governance, data quality management, or reporting controls preferred

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