UFG Insurance
UFG Insurance
UFG Insurance коммерциялық сақтандыру және тәуекелдерді басқаруға қатысты қызметтер арқылы бизнеске қызмет көрсететін мүлік пен жазатайым оқиғалардан сақтандыру компаниясы. Оның ұсыныстарына ішкі тасымал сақтандыруы, коммерциялық мүлік пен жауапкершілікті сақтандыру, қызметкерлерге өтемақы төлеу сақтандыруы, кепілдік сақтандыруы, артық және қосымша тәуекелдерді сақтандыру, қайта сақтандыру және бизнес иелеріне арналған полистер кіреді. Компания өндіріс, құрылыс, жылжымайтын мүлік, сәулет және инженерия, ауыр техника, сондай-ақ шағын және орта бизнес сияқты салалардағы ұйымдарға қолдау көрсететін агенттермен және брокерлермен жұмыс істейді. Оның сақтандыру қызметтері талаптарды реттеу, тәуекелдерді бақылау бойынша консультациялар, сыйлықақылар аудиті және компания ішіндегі қолдау мүмкіндіктерін де қамтиды.

Lead Investment Reporting Accountant

Lead investment accounting and reporting for UFG Insurance, overseeing financial statements, valuations, controls, audits, and improvements to reporting processes.

Сипаттама

  • Lead the preparation and review of investment-related sections of monthly, quarterly, and annual consolidated GAAP and statutory statements, regulatory filings, and disclosures.
  • Prepare and review investment schedules, disclosures, security pricing and valuation data, reconciliations, analyses, and supporting records.
  • Coordinate investment accounting and reporting activities and manage related deadlines.
  • Oversee accounting for investment transactions, income, amortization, realized and unrealized gains and losses, impairments, and other activity.
  • Review security pricing and valuation data and investigate discrepancies.
  • Assess investment balances, income, accounting results related to performance, valuations, and financial trends.
  • Review journal entries, reconciliations, rollforwards, and data from investment systems and external providers.
  • Collaborate with Finance, Investments, Tax, Actuarial, FP&A, Technology, Legal, and external service providers.
  • Support the adoption of accounting standards, policies, and investment reporting requirements.
  • Act as a subject matter expert and guide team members.
  • Prepare SOX-compliant documentation and perform and review financial reporting controls.
  • Assist with internal and external audits.
  • Lead process improvements, automation, integrations, migrations, and financial reporting system initiatives.
  • Create procedures, reporting guidance, and best practices.
  • Direct, train, coach, provide feedback to, and mentor accounting professionals.
  • Identify and resolve reporting issues early, escalating significant matters as needed.

Талаптар

  • Bachelor’s degree in accounting.
  • CPA credential preferred.
  • At least 8 years of progressive accounting experience, including investment accounting and reporting.
  • Experience preparing or reviewing investment entries, reconciliations, schedules, security pricing or valuation data, financial statement disclosures, and related reporting records.
  • Experience with investment accounting systems, custodians, investment managers, pricing sources, or other investment service providers.
  • Experience leading projects, reporting activities, or the work of other accounting professionals.
  • Experience supervising, coaching, reviewing work, or providing performance feedback to accounting professionals.
  • Strong command of GAAP and statutory accounting principles relevant to investment accounting and reporting.
  • Advanced knowledge of investment accounting, financial statement presentation, disclosure rules, security pricing and valuation, and investment reporting processes.
  • Knowledge of common investment types and the accounting for purchases, sales, income, amortization, realized and unrealized gains and losses, and impairments.
  • Advanced Microsoft Excel skills, including pivot tables, lookup functions, and complex formulas.
  • Strong written and verbal communication skills.
  • Ability to develop team members, lead projects and reporting activities, coordinate work, set priorities, and meet deadlines.
  • A process improvement mindset and ability to identify and implement efficiency gains.
  • Critical thinking skills and sound professional judgment.
  • Ability to work independently, identify issues, and escalate significant matters appropriately.
  • Work in a general office environment; occasional travel as needed.

Артықшылықтар

  • Annual incentive compensation.
  • Medical, dental, vision, and life insurance.
  • Accident, critical illness, and short-term disability insurance.
  • Retirement plans with employer contributions.
  • Generous paid time off program.
  • Programs supporting employee well-being and financial security.
  • Remote work arrangement.

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