Manager, Investment Accounting

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Insurance
The Role
Lead and manage investment accounting functions, oversee GAAP and statutory reporting, evaluate and deliver internal/external accounting needs, improve processes, ensure internal controls, and support new investment initiatives with business partners.
Summary Generated by Built In
Embark on a rewarding career journey at Applied Underwriters, where employees have been at the heart of our success story for more than 30 years. Headquartered in Omaha, NE, our company thrives on innovation and empowers our employees to shape the future of global risk services. Join a team where your ideas are valued and your talents are nurtured with formal, paid training and mentorship. Experience a workplace culture that celebrates initiative, recognizes results, and provides outstanding benefits that allow you to focus on achieving your full potential. 

The Manager of Investment Accounting provides professional management direction and oversight for the investment accounting activities of the organization. Responsible for the evaluation and delivery of internal and external investment accounting needs, including the review and development of existing and new GAAP and statutory reports and assistance of new investment accounting initiatives with other business partners.

 

Requirements:

  • Bachelor’s degree or equivalent experience required.
  • At least five years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession, including GAAP and statutory requirements.
  • Certified Public Accountant (CPA) or other finance related certification desired.
  • Two or more years of management or people leadership experience required.
  • Basic Word and Intermediate 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.

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. 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.

Skills Required

  • Bachelor's degree or equivalent experience
  • At least five years of experience in investment accounting, financial reporting, internal controls, process improvement, GAAP and statutory requirements
  • Certified Public Accountant (CPA) or other finance-related certification
  • Two or more years of management or people leadership experience
  • Microsoft Word (Basic)
  • Microsoft Excel (Intermediate)
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The Company
HQ: Omaha, NE
552 Employees
Year Founded: 1994

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.

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