Investment Accountant - PA Licensed
Job Summary
To ensure accuracy in investment accounting and reporting, the full-time remote Investment Accountant - PA Licensed will analyze complex transactions, prepare NAIC statutory schedules, and collaborate with internal and external stakeholders.
Key responsibilities
- Analyze and reconcile complex investment accounting transactions for accuracy and compliance
- Prepare and review NAIC statutory schedules and related filings to meet regulatory standards
- Manage relationships with third-party vendors and assist in developing internal control processes
Required qualifications
- 3+ years of experience in investment accounting directly related to the role's responsibilities
- Bachelor's degree or equivalent work experience
- Experience with NAIC statutory reporting and familiarity with regulatory requirements
- Proficiency with Microsoft Office Suite, especially Excel functions and visualization tools
Complete Job Description
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