Ameritas is seeking an experienced Lead Financial Reporting Analyst to join our team, specializing in fixed income and mortgage assets. This role is critical in ensuring accurate statutory accounting and financial reporting for our investment portfolio, supporting our mutual-based organization's commitment to putting customers first. You will lead the preparation and analysis of statutory financial statements, manage regulatory compliance for investment holdings, oversee AVR/IMR calculations, and provide strategic insights that support investment decision-making and risk management across the organization.
• This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.
What you do:
- Lead Statutory and GAAP accounting and reporting for fixed income, including bonds and mortgage loans
- Ensure regulatory compliance with standards, filing requirements, and state insurance regulations while maintaining and updating documentation for investment holdings
- Execute on internal controls over financial reporting to support risk mitigation efforts.
- Mentor team members and provide guidance on financial reporting practices, problem-solving strategies and process improvements.
- Lead process improvements by identifying inefficiencies, implementing solutions, and documenting enhanced workflows.
- Participate in projects and system implementations for proper planning, execution, and alignment with organizational objectives.
What you bring:
- Minimum of 3-4 years related experience
- Bachelor's degree in Accounting, Finance, or related field required
- Experience in statutory accounting within the life insurance industry preferred
- CPA preferred
- Demonstrated expertise in fixed income securities, fixed income accounting, and investment reporting
- Hands-on experience with the NAIC Accounting Practices and Procedures manual, and investment accounting
- Demonstrated ability to leverage Oracle Smart View for ad-hoc reporting, data validation, and financial analysis preferred
- Experience with PAM for Investments (“PFI”) accounting system and/or Precision LM (“PLM”) mortgage loan system, or similar investment accounting platforms, strongly preferred
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:
Ameritas Benefits
For your money:
• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
For your health and well-being:
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
For your professional growth:
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
For your community:
• Matching donations program.
• Paid volunteer time– 8 hours per month.
For your family:
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.
Application Deadline
This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.
Skills Required
- Minimum of 3-4 years related experience
- Bachelor's degree in Accounting, Finance, or related field
- Experience in statutory accounting within the life insurance industry
- CPA
- Expertise in fixed income securities and investment reporting
- Experience with NAIC Accounting Practices and investment accounting
- Experience with Oracle Smart View for reporting and analysis
- Experience with PAM for Investments or Precision LM accounting systems
Ameritas Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameritas and has not been reviewed or approved by Ameritas.
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Healthcare Strength — Health coverage—especially dental and vision—is portrayed as robust, with broad in‑network access and plan features that can increase value when providers participate. Options like lifetime deductible designs and an expanded PPO footprint are highlighted as meaningful advantages.
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Leave & Time Off Breadth — PTO, personal time (e.g., “Thrive days”), and employer‑provided volunteer time create multiple avenues for time away from work. Flexibility around time and location is emphasized as part of the overall package.
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Parental & Family Support — Paid parental leave alongside fertility, surrogacy, and adoption assistance, plus backup child, elder, and pet care illustrate comprehensive family support. These elements are positioned as standout components of the offering.
Ameritas Insights
What We Do
You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life. What’s fulfilling life? It’s helping people like you plan for the future and protect what you cherish most. It’s getting the most out of life — even at work. It’s making a difference. This kind of work can be gratifying, and it could be right for you.
