Investment Accounting Transformation Consultant

Security Benefit Business Services / Everly Life•Overland Park, KS

8d•Hybrid

About The Position

Security Benefit is seeking an Investment Accounting Transformation Consultant to support a multi-year, finance-wide initiative to migrate the general ledger from legacy PeopleSoft to Oracle system. This role will be investment accounting–specific and will serve as the primary liaison between the Investment Accounting team and the broader finance transformation program. This is a long-term contract position (12+ months) supporting system conversion, process design, data migration, testing, and go-live readiness for investment accounting activities. This role functions in a consultative and advisory capacity, combining deep investment accounting expertise with systems and process leadership. The consultant will represent investment accounting interests throughout the ledger conversion, ensuring accuracy, completeness, and operational readiness. While not a formal project manager role, this position includes ownership of investment accounting deliverables, issue identification, risk escalation, and coordination with internal and external partners. The Investment Accounting Transformation Consultant reports to the AVP, Head of Investment Accounting and can be based out of our Overland Park, Kansas location. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

Requirements

Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
15+ years of progressive experience in Investment Accounting, preferably within insurance or financial services
Strong knowledge of investment accounting processes, including general ledger activity, product allocations, and reconciliations
Experience supporting or leading ERP or ledger conversion projects (PeopleSoft, Oracle, or similar)
Demonstrated ability to operate in a consultative, senior advisor role across business and technical teams
Strong analytical, problem-solving, and issue-escalation skills
Excellent written and verbal communication skills with senior leadership

Nice To Haves

Experience with PeopleSoft GL and/or Oracle Financials
Familiarity with outsourced accounting platforms or PAM providers
Experience with system testing, data validation, and financial controls
Background working in large, cross-functional transformation initiatives

Responsibilities

Act as the subject matter expert for the PeopleSoft to Oracle ledger migration
Represent Investment Accounting in cross-functional project meetings and design sessions
Provide guidance on investment accounting treatment, ledger structure, and posting logic
Identify accounting risks, gaps, and roadblocks and escalate findings to leadership
Partner with Finance, IT, and external vendors to design future-state investment accounting processes
Support migration of product allocations and investment activity from the legacy ledger to Oracle
Identify opportunities for process efficiency, standardization, and control enhancement
Ensure compatibility and continuity of the outsourced PAM General Ledger feed within the new Oracle environment
Collaborate with external vendors and internal teams to resolve data, mapping, and integration issues
Serve as an investment accounting liaison between business users and technical teams
Lead and support investment accounting user acceptance testing (UAT) activities
Validate that solutions meet business and accounting requirements prior to go-live
Support cutover planning and post-implementation stabilization for investment accounting
Provide regular status updates, risk assessments, and recommendations to Investment Accounting leadership
Document decisions, issues, and resolutions to support auditability and knowledge transfer
Partner with the broader project team while maintaining accountability for investment accounting outcomes

Benefits

Competitive salary and annual incentive bonuses to reward your contributions.
33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
Paid parental leave after 90 days of service.
Comprehensive medical, dental & vision insurance.
401(k) with company match, plus Profit Sharing & Savings Plan.
Short- and Long-Term Disability Insurance to give you peace of mind.
Flexible Spending Accounts for medical and dependent care.
Life Insurance to protect your loved ones.
Educational assistance to support your career development.
Associate assistance programs for your personal and professional well-being.