Lead Financial Reporting Analyst

Ameritas • Lincoln, NE

3h • Hybrid

About The Position

Ameritas is seeking an experienced Lead Financial Reporting Analyst to join our team, specializing in fixed income and mortgage assets. This role is critical in ensuring accurate statutory accounting and financial reporting for our investment portfolio, supporting our mutual-based organization's commitment to putting customers first. You will lead the preparation and analysis of statutory financial statements, manage regulatory compliance for investment holdings, oversee AVR/IMR calculations, and provide strategic insights that support investment decision-making and risk management across the organization. This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.

Requirements

• Minimum of 3-4 years related experience
• Bachelor's degree in Accounting, Finance, or related field required
• Demonstrated expertise in fixed income securities, fixed income accounting, and investment reporting
• Hands-on experience with the NAIC Accounting Practices and Procedures manual, and investment accounting

Nice To Haves

• Experience in statutory accounting within the life insurance industry preferred
• CPA preferred
• Demonstrated ability to leverage Oracle Smart View for ad-hoc reporting, data validation, and financial analysis preferred
• Experience with PAM for Investments (“PFI”) accounting system and/or Precision LM (“PLM”) mortgage loan system, or similar investment accounting platforms, strongly preferred

Responsibilities

• Lead Statutory and GAAP accounting and reporting for fixed income, including bonds and mortgage loans
• Ensure regulatory compliance with standards, filing requirements, and state insurance regulations while maintaining and updating documentation for investment holdings
• Execute on internal controls over financial reporting to support risk mitigation efforts.
• Mentor team members and provide guidance on financial reporting practices, problem-solving strategies and process improvements.
• Lead process improvements by identifying inefficiencies, implementing solutions, and documenting enhanced workflows.
• Participate in projects and system implementations for proper planning, execution, and alignment with organizational objectives.

Benefits

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
• Matching donations program.
• Paid volunteer time– 8 hours per month.
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level