Manager, Investment Accounting

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

6d • Hybrid

About The Position

The Manager, Investment Accounting – Accounting Operations leads investment ledger operations and supports a collaborative, agile team focused on improving efficiency and operational processes. The role oversees close activities, reconciliations, investment-level analysis, operational workflows, and the tools and documentation used to support scalable operations. It also manages and develops operations accountants and leads or participates in special projects, including investment onboarding, restructuring support, and process redesign.

The position reports to the Senior Manager. It can be based in Overland Park, Kansas, or remotely for the right candidate; the company describes its work schedule as hybrid, with flexibility to work remotely and on-site.

Requirements

• Bachelor’s degree in accounting or finance.
• 8+ years of investment or corporate accounting experience.
• Prior supervisory or management experience.
• Strong knowledge of investment ledger operations and ERP systems.
• Strong organizational and leadership skills, including the ability to manage competing priorities.
• Strong analytical and problem-solving skills.
• Ability to work independently, make decisions, and communicate effectively with all levels of management.
• Strong computer skills, including the MS Office Suite; advanced Excel is required.

Nice To Haves

• CPA preferred or actively in process.
• PeopleSoft and PAM experience preferred.
• Experience with automation tools and data workflows is a plus.

Responsibilities

• Lead day-to-day investment ledger operations, including close management, reconciliation approvals, and oversight of operational workflows across the Eldridge platform.
• Oversee monthly and quarterly close processes, including trial balance review, post-close income entries, GL feed management, and workbook completion.
• Manage cash and reconciliation activities, including weekly wire scrubs, entity-level reconciliations, and subledger-to-GL tie-outs.
• Direct consolidation tagging, journal entries, and entity and account setup processes.
• Oversee investment-level analysis, including income, RGL, holdings, carry value reviews, and entity ownership updates.
• Maintain and improve operational bot infrastructure, workbook frameworks, and process documentation to support scalability and reduce key-person risk.
• Develop, mentor, and manage a team of operations accountants; set priorities, review work, and support professional development.
• Lead and participate in special projects, including new investment onboarding, restructuring support, and process redesign initiatives.

Benefits

• Competitive salary and annual incentive bonuses.
• 33 days of paid time off, including PTO, holidays, Volunteer Day, and days of significance.
• Paid parental leave after 90 days of service.
• Medical, dental, and vision insurance.
• 401(k) with company match, plus Profit Sharing & Savings Plan.
• Short- and long-term disability insurance.
• Flexible Spending Accounts for medical and dependent care.
• Life insurance.
• Educational assistance.
• Associate assistance programs for personal and professional well-being.

What This Job Offers

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