Lead Analyst Investment Reporting
Job Summary
Overseeing and reviewing U.S. Statutory and GAAP financial reporting for investment portfolios, the full-time remote Lead Analyst Investment Reporting will manage the preparation of financial statements, coordinate investment presentations, and ensure compliance with accounting standards.
Key responsibilities
- Prepare and review quarterly and annual statutory financial reporting and audited financial statements
- Coordinate the presentation of investment information in financial statements on a quarterly basis
- Research and propose modifications to reports in response to new accounting pronouncements and guidelines
Required qualifications
- Bachelor's degree in accounting
- 5-7 years of financial reporting experience
- Advanced MS Office skills, particularly in Excel, Access, and PowerPoint
- Understanding of various reporting systems such as Blackline, EASY, and SAP
- Strong knowledge of U.S. Statutory (NAIC) and GAAP accounting principles
Complete Job Description
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