Investment Accountant

Applied Underwriters•Tampa, FL
•$65,000 - $75,000

About The Position

The Investment Accountant supports accounting and reporting for the investment portfolio. The role prepares journal entries, completes account reconciliations, and helps deliver accurate, timely financial reporting in compliance with GAAP and statutory requirements. The Investment Accountant also contributes to process improvements and technology implementations.

Requirements

  • Bachelor’s degree in accounting or finance.
  • Experience in insurance accounting, investment reporting, internal controls, or process improvement.
  • Experience with GAAP and statutory accounting.
  • Proficiency in Microsoft Office, including advanced Excel skills.

Responsibilities

  • Prepare journal entries.
  • Complete account reconciliations.
  • Help deliver accurate and timely financial reporting in compliance with GAAP and statutory requirements.
  • Contribute to process improvements and technology implementations.

Benefits

  • 100% employer-paid medical, dental, and vision insurance for employees.
  • 401(k) plan with 100% immediate vesting and a 4% company match.
  • Paid time off (PTO) and paid holidays.
  • On-site pharmacy providing convenient prescription delivery.
  • Life, disability, critical illness, and accident insurance.
  • Employee Assistance Program (EAP).
  • Pre-tax Flexible Spending Accounts for health, dependent care, and commuter-related expenses.
  • Tuition reimbursement.
  • Fitness reimbursement and additional quality-of-life benefits.
  • Formal, paid training and mentorship.
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