Financial Reporting Analyst I

Reposted 15 Days Ago
West Des Moines, IA, USA
In-Office
Entry level
Insurance
The Role
The Financial Reporting Analyst I aids in financial statement close processes, prepares SEC filings, works with auditors, and contributes to financial analysis and improvements.
Summary Generated by Built In

American Equity is seeking highly talented ambitious financial and accounting professionals interested in joining a dynamic Accounting function that contributes to Company strategy and sustainable business performance. 

GENERAL PURPOSE OF THE JOB 

The Financial Reporting Analyst I is responsible for assisting with the quarterly financial statement close process and preparation and review of quarterly and annual financial statements and other presentations. The incumbent assists with the preparation and review of various SEC filings, assists with the financial close process, works closely with our external auditors on various audits, and participates in actuarial and other related discussions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:  

  • Assists with quarterly financial statement close process across the Company.
  • Prepares and reviews various reconciliations as part of quarterly close process.
  • Prepares and reviews key financial statement analysis files as part of quarterly close process.
  • Contributes to process improvement initiatives for financial statement close process.
  • Prepares and/or reviews Form 10-Q, Form 10-k and other SEC filings and presentations using Workiva.
  • Works directly with external auditors on various reviews and audits.
  • Assists with preparation of proxy statement.
  • Performs other related work as assigned.

SUPERVISORY RESPONSIBILITIES:

 

Direct Reports:

None

EDUCATION AND/OR EXPERIENCE:  

Bachelor’s degree from a four-year credited college or university in accounting, finance or related field of study; or equivalent combination of education and/or experience.  Strong learning aptitude.  Prior accounting or finance intern experience beneficial. Insurance or annuity experience a plus.

Other relevant experience is as follows:

Financial Reporting

  • Prior experience and proficiency with MS Excel.
  • Experience working with Form 10-K, Form 10-Q, XBRL and other forms and exhibits filed with the SEC.
  • Enterprise ledger system experience, e.g., SAP

KNOWLEDGE, SKILLS AND ABILITIES:

  • Knowledge of the life and annuity insurance industry, including products issued, operating activities performed across the entity, and the regulatory environment.
  • Broad understanding of financial statement accounts of a life and annuity company, including investment and actuarial balances.
  • Knowledge of applicable SEC financial reporting rules and regulations.
  • Ability to apply prior knowledge and experience working in Workiva ,Excel and Access to performance goals.
  • Ability to update financial data to adhere to new XBRL taxonomies.
  • Ability to successfully handle pressure and meet tight deadlines in a fast-paced work environment.
  • Ability to multi-task and effectively prioritize work to meet tight quarter-end deadlines, ensuring all tasks are completed on time.
  • Strong verbal and written communication skills.
  • Ability to establish effective working relationships with internal and external parties at all levels.
  • Strong attention to numeric and other detail; ability to work with mathematical concepts and apply to practical situations.
  • Strong systems aptitude.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.

    

#LI-AS1

 

At American Equity, our core values—Empowered, Passion, Integrity, and Caring—are more than words. They guide how we support one another and how we serve our clients every day. To learn more about American Equity, our culture, and our values, visit the Careers site.

Iowa Best Companies to Work for 2025 | Top Workplaces

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Top Skills

Excel
SAP
Workiva
Xbrl
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The Company
HQ: West Des Moines, IA
640 Employees
Year Founded: 1995

What We Do

American Equity* Fixed Index Annuities * Retirement Planning * Customer Service An American-owned and operated company headquartered in the heart of the Midwest, American Equity Investment Life Insurance Company® is a leader in the fixed indexed annuities marketplace. American Equity’s growth and success is attributed to our dedication to excellent customer service and emphasis on building customer relationships. “The One Who Works for You!®” serves as the foundation for the way American Equity does business and values its more than 500 employees. Guided by our Principles of Excellence, we do more than sell retirement annuity products -- we are dedicated to fostering opportunity and innovation to meet the ever-changing needs and goals of retirement. "It's About the People"​ is the American Equity story and the legacy of our founder David J. Noble. This commitment to excellence includes our employees, agents, partners, and contract owners. We thank you for entrusting us with the things that matter most. When your retirement begins, you want to ensure you can enjoy it, which is why it’s important to have reliable support that can help fund every day of your golden years. After all, your life of hard work has earned you the retirement you planned for. These are the guiding principles that define everything we do. American Equity is the one who works for you.

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