Lead Analyst Investment Reporting

Grow your career with a growing organizationWhether they''re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that''s hard to beat. And from a personal satisfaction perspective, you''ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.The Lead 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 investment portfolios of the Insurance Company, subsidiaries and affiliates. This role requites a thorough understanding of accounting pronouncements and appropriate application to the investment portfolio. The Lead Analyst is responsible for various related compliance testing and reporting.What you will doAssist with the investment reporting function for Statutory and U.S. GAAP, regulatory, tax and/or board requirements of the Insurance Company, subsidiaries and affiliates.Coordinate investment presentation in the financial statements on a quarterly basis. Ensure reporting consistency in the financial statements, board reports and information provided to analysts.Research and propose new disclosures and modifications to reports in response to new pronouncements, guidelines and investment terpret 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.What you will bringBachelor''s Degree in Accounting5-7 years of financial reporting experience required.Advance MS Office Skills (Excel, Access and PowerPoint)What will set you apartPublic accounting or investment related financial reporting experience a plusCPA preferredAbility to utilize creativity thinking towards improvement of business processes and internal controls, and follow-thru in all stages from design into implementationWhat we offer youWe offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.Medical, dental, vision and life insuranceRetirement savings - 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire - including a paid time off program plus nine paid company holidays and three floating holidays each calendar yearPaid volunteer time "” 16 hours per calendar yearLeave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Base Salary Range$ 80,300.00-132,600.00LocationCO Greenwood VillageWe are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Created: 2021-11-29