Manager of Investment Financial Reporting

Symetra

26d • Remote

About The Position

Symetra's Investment Accounting team is looking to add a new manager with a focus on investment accounting reporting for GAAP and Statutory for our diversified portfolio. We are looking for an individual with public accounting experience, strong technical skills and asset knowledge as well as superior communication, people management and coaching abilities.

As the Manager of Investment Financial Reporting, you will be working with a diverse investment portfolio including bonds, stocks, mortgage loans, derivatives, hedge funds, limited partnerships and tax credits and working closely with Symetra's reporting teams and policy research specialists and advisors to ensure accurate understanding of assets and their financial presentation and disclosure requirements. You will be overseeing the preparation, review and delivery of investment-related GAAP financial statements and footnotes, Statutory reporting (including Blue Books and Green Books), management reporting and impairment analyses. You will manage a team of investment accounting professionals and ensure accuracy, compliance and consistency in all accounting and reporting processes. This role offers the opportunity to leverage insurance and investment accounting knowledge in a collaborative, fast-paced environment. You will be a part of a team with other investment accounting professionals and will provide management and coaching to your direct reports as well as others on the team.

Requirements

• High School Diploma is required, plus a BA/BS in Accounting or Finance; advanced degree and CPA strongly preferred
• Public accounting experience required (Big 4 or national firm strongly preferred)
• Insurance and/or investment accounting experience or exposure strongly preferred
• A proven track record of strong critical thinking and innovative problem solving, consistently challenging conventional approaches to drive meaningful process improvements, modernize workflows and elevate overall operational effectiveness
• 5+ years of relevant experience, including at least 3 years leading or supervising teams
• Understanding of GAAP and Statutory accounting for investments, including Blue/Green Book reporting
• Strong analytical, technical and documentation skills
• Exceptional communication skills with the ability to explain complex accounting topics to various audiences
• Highly organized, detail-oriented, and comfortable managing competing priorities
• A highly effective collaborator across your team, Investment Accounting and the full Symetra Finance team
• Some minimal annual travel required (for people manager roles only)

Responsibilities

• Provide oversight of GAAP and Statutory investment accounting reporting and footnotes and related financial statement presentation, including review and approval of Blue Book and Green Book schedules
• Own governance for management reporting on investments, including variance and trend analyses with executive commentary
• Oversee impairment frameworks (CECL/OTTI), including monitoring triggers, conclusions and documentation
• Maintain, refine and enforce investment accounting policies, position papers and control narratives
• Partner closely with the GAAP and Statutory reporting teams to ensure accuracy, consistency and timely disclosures
• Coordinate responses to internal/external audit and regulatory inquiries related to investment accounting and reporting
• Sponsor process and control enhancements that improve transparency, quality and automation in reporting workflows
• Provide leadership, coaching and career development for direct reports
• Review analytics and management-level dashboards to highlight portfolio insights and emerging risks
• Lead ad hoc projects and stakeholder communications on new products, transactions and standard-setting impacts

Benefits

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching

What This Job Offers

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