Senior Accountant

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

27d • Hybrid

About The Position

As a Senior Accountant, Investment Accounting – Reporting & Audit, you’ll be an integral part of a collaborative, agile team. You’ll design, analyze, and implement innovative solutions that drive efficiency and exceed expectations. The Senior Accountant, Reporting & Audit position reports to Josh Moreland, Senior Manager, and can be based out of Overland Park, Kansas, or remotely for the right candidate. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

Requirements

• Bachelor’s degree in accounting or finance.
• 4-6 years of investment accounting or financial reporting experience.
• Knowledge of GAAP financial reporting and consolidation accounting.
• Experience with investment-related ERP systems (PeopleSoft preferred).
• Strong analytical and problem-solving skills.
• Strong time management skills with the ability to meet critical deadlines.
• Ability to work independently, make decisions, and effectively communicate with all levels of management.
• Strong computer skills including MS Office Suite (advanced Excel required).
• Ability to prioritize multiple tasks and manage competing deliverables.

Nice To Haves

• CPA preferred or willingness to obtain CPA designation.

Responsibilities

• Prepare and own EI and EWS consolidated audit PBCs, including Realized G/L, Income Earned, and Holdings schedules, and coordinate timely delivery to external auditors.
• Prepare quarterly and annual investment, equity, and cash flow roll forward schedules for multiple entities.
• Assist in the preparation of investment and fair value footnotes and disclosures for audited GAAP financial statements.
• Coordinate audit confirmations and respond to auditor inquiries across assigned engagements.
• Perform deferred G/L analysis and documentation and intercompany tagging.
• Support consolidation reporting activities, including portfolio tree compares, elimination set checks, and quarterly NCI schedules.
• Identify and implement improvements to reporting and audit workflows to enhance accuracy and efficiency.
• Partner with the Accounting Operations team to ensure alignment between ledger activity and reported results.

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
• Comprehensive medical, dental & vision insurance
• 401(k) with company match
• Profit Sharing & Savings Plan
• Short- and Long-Term Disability Insurance
• Flexible Spending Accounts for medical and dependent care
• Life Insurance
• Educational assistance

What This Job Offers

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