The Investment Accountant supports the accounting and reporting for our investment portfolio. The role prepares journal entries, completes account reconciliations, and helps deliver accurate, timely financial reporting in compliance with GAAP and statutory requirements. The Investment Accountant also contributes to process improvements and technology implementations.
Requirements:
- Bachelor’s degree in accounting or finance.
- Experience in insurance accounting, investment reporting, internal controls, or process improvement.
- Experience with GAAP and statutory accounting.
- Proficient in Microsoft Office, with advanced Excel skills.
Our Benefits Include:
- 100% employer-paid medical, dental, and vision insurance for employees.
- 401(k) plan with 100% immediate vesting and a 4% company match.
- Paid time off (PTO) and paid holidays.
- On-site pharmacy, Promesa, provides convenient prescription delivery directly to you.
- Life, disability, critical illness and accident insurance.
- Employee Assistance Program (EAP).
- Pre-tax Flexible Spending Accounts for health, dependent care, and commuter-related expenses.
- Tuition reimbursement.
- Fitness reimbursement and various additional quality-of-life benefits.
Skills Required
- Bachelor’s degree in accounting or finance
- Experience in insurance accounting, investment reporting, internal controls, or process improvement
- Experience with GAAP and statutory accounting
- Proficiency in Microsoft Office
- Advanced Excel skills
What We Do
Applied Underwriters® is a global risk services firm helping business and people manage uncertainty through its business services, insurance, and reinsurance solutions. As a company, we truly operate differently within our business sector. Every aspect of our products and services are managed under one roof. No outsourcing means we deliver the highest level of service for our customers. Applied Underwriters has one of the highest customer retention rates in the industry - a success directly attributed to our employees and their high level of commitment, hard work, and ambition.
