Senior Investment Reporting Analyst

Empower • KS Remote, KS

3d • $79,400 - $112,175 • Hybrid

About The Position

The Senior Investment Analyst is responsible for overseeing and reviewing U.S. Statutory (NAIC – National Association of Insurance Commissioners) and U.S. GAAP, regulatory, tax and/or Board financial reporting for separate accounts of the Insurance Company, subsidiaries and affiliates. This role requires a thorough understanding of accounting pronouncements and appropriate application to the investment portfolio.

Requirements

• Bachelor’s Degree in Accounting
• 4-6 years of financial reporting experience required
• Advanced MS Office Skills (Excel, Access and PowerPoint)
• Understanding of various reporting systems (Blackline, EASY, SAP, PAM, Phoenix, Unit Value Cloud)

Nice To Haves

• Public accounting or investment related financial reporting experience
• Strong knowledge of U.S. Statutory (NAIC) and/or GAAP accounting principles
• Previous experience in investments strongly preferred
• Strong technical and analytical skills with ability to communicate effectively, both written and verbally
• Ability to work both independently and collaboratively in a team environment
• Ability to utilize creativity thinking towards improvement of business processes and internal controls, and follow-thru in all stages from design into implementation
• Attention to detail, analytical acumen and excellent organizational skills with the ability to handle and prioritize multiple and competing priorities
• Self-driven with ability to deal with ambiguity, a willingness to learn and take on additional responsibilities
• Proficient in MS Office, including advanced Excel skills
• Process improvement mindset
• Experience using Alteryx and Wings annual statement software a plus
• Familiarity with Workiva reporting system and WDesk

Responsibilities

• Responsible for the preparation and review of the quarterly/annual statutory NAIC state financial reporting, supplements, annual audited financial statements and surveys.
• Coordinate investment presentation in the financial statements on a quarterly basis.
• Research and propose new disclosures and modifications to reports in response to new pronouncements, guidelines and investment types.
• Interpret new pronouncements and guidelines issued by authoritative associations in relation to U.S. Statutory, U.S. GAAP, or various regulations.
• Recommend appropriate changes to accounting systems and presentation of information.
• Research and determine document process improvements and system enhancements to increase overall effectiveness and efficiency to support internal and external reporting initiatives.
• Assist with new process and project implementation.
• Responsible for coordinating audits for Investments and explaining Company’s position.
• Responsible for monitoring the reporting database and making adjustments where necessary.
• Respond to ad-hoc reporting requests requiring interpretation of requests, professional formatting and explanation of results.
• Reconcile and research ledger balances for accuracy between multiple systems.
• Preparation of U.S. GAAP Annual Registered Financial Statements

Benefits

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

What This Job Offers

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