Senior Analyst Investment Reporting

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in Colorado
Remote
80K-113K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The Senior Investment Reporting Analyst prepares and reviews statutory reporting for investment portfolios, interprets financial guidelines, responds to audit requests, and assists with private placement filings. Requires strong knowledge of U.S. GAAP and statutory accounting principles.
Summary Generated by Built In

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Senior Investment Reporting Analyst is responsible for preparing and reviewing U.S. Statutory (NAIC – National Association of Insurance Commissioners) reporting (investment schedules, IMR, AVR, RBC, footnotes) for investment portfolios for Empower, its subsidiaries, and affiliates. The analyst role requires a thorough understanding of investments, as well as the related accounting pronouncements and appropriate application to the investment portfolio. 

What you will do:

  • Prepare and review quarterly/annual statutory NAIC state financial reporting, supplements, annual audited financial statements and surveys

  • Interpret new pronouncements and guidelines issued by authoritative associations in relation to U.S GAAP, Statutory (NAIC), or various regulations 

  • Recommend appropriate changes to accounting systems and presentation of information 

  • Respond to audit requests for Investments and explain the Company’s position 

  • Monitor the reporting database and making adjustments where necessary 

  • Assist with private placement filings with the NAIC 

What you will bring:

  • Bachelor's degree in accounting or related business degree 

  • 4+ years financial reporting experience 

  • Proficient in MS Office, including advanced Excel skills 

  • Strong knowledge of U.S. Statutory (NAIC) and/or GAAP accounting principles 

What will set you apart:

  • CPA preferred 

  • Public accounting experience preferred 

  • Previous experience in investments strongly preferred 

  • Strong technical and analytical skills with ability to communicate effectively, both written and verbally 

  • Ability to work both independently and collaboratively in a team environment 

  • Ability to utilize creativity thinking towards improvement of business processes and internal controls, and follow-thru in all stages from design into implementation 

  • Attention to detail, analytical acumen and excellent organizational skills with the ability to handle and prioritize multiple and competing priorities 

  • Self-driven with ability to deal with ambiguity, a willingness to learn and take on additional responsibilities 

  • Process improvement mindset 

  • Experience using Alteryx and Wings annual statement software 

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

#PJFIN

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$80,100.00 - $113,175.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

11-27-2024

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Top Skills

Alteryx
Excel
The Company
Greenwood Village, CO
11,963 Employees
On-site Workplace

What We Do

Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. We’re continuing to grow — and innovate — every day.

Our mission is to empower financial freedom for all. That mission starts by delivering advice, personalized guidance and critical support. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey.


Disclosures: https://www.empower.com/social-media

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