At American Equity Investment Life Holding Company®we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY.
GENERAL PURPOSE OF THE JOB:
The Senior Financial Reporting & Accounting Analyst 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
General Description of Indirect Reports (2 and 3-downs):
None
EDUCATION AND/OR EXPERIENCE:
- Bachelor’s degree from a four-year credited college or university in accounting, finance or related field of study; plus five (5) years of progressively responsible related experience; or equivalent combination of education and/or experience.
- Prior experience and proficiency with MS Excel, and MS Access.
- Experience working with Form 10-K, Form 10-Q, XBRL and other forms and exhibits filed with the SEC.
- CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:
CPA preferred.
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.
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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