Investment Accounting - Staff Accountant I

Security Benefit Business Services / Everly LifeOverland Park, KS
Hybrid

About The Position

As a Staff 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 Staff 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.
  • 0-2 years of accounting experience; investment accounting experience a plus.
  • Working knowledge of GAAP.
  • Strong organizational skills with attention to detail.
  • Strong analytical and problem-solving skills.
  • Good interpersonal and teamwork skills.
  • Ability to work in a fast-paced, deadline-driven environment.
  • Strong computer skills including MS Office Suite (Excel required).
  • Willingness to develop industry-related knowledge in investment and financial reporting.

Nice To Haves

  • CPA candidate or willingness to pursue CPA designation preferred.

Responsibilities

  • Assist in the preparation of audit PBC schedules for EI and EWS consolidated audits, including rollforward and reconciliation workpapers.
  • Support the preparation of quarterly and annual investment and equity rollforward schedules and portfolio presentation driver summaries.
  • Prepare and reconcile cash flow schedules and related supporting documentation.
  • Assist with investment and fair value footnote preparation for audited GAAP financial statements.
  • Perform data validation to support accuracy of reported consolidation results.
  • Support deferred G/L analysis, intercompany reconciliation tasks, and other consolidation workpapers as assigned.
  • Respond to ad hoc requests from audit teams and internal stakeholders.
  • Participate in process improvement initiatives and special projects as assigned.

Benefits

  • Competitive salary and annual incentive bonuses to reward your contributions.
  • 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, plus Profit Sharing & Savings Plan.
  • Short- and Long-Term Disability Insurance to give you peace of mind.
  • Flexible Spending Accounts for medical and dependent care.
  • Life Insurance to protect your loved ones.
  • Educational assistance to support your career development.
  • Associate assistance programs for your personal and professional well-being.
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