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UFG Insurance
UFG Insurance
501 – 1000 Zaposleni
LogistikaSvetovanjeZdravstveno varstvo
UFG Insurance je zavarovalnica za premoženjska in odgovornostna zavarovanja, ki podjetjem zagotavlja komercialna kritja in povezane storitve upravljanja tveganj. Njena ponudba vključuje zavarovanje notranjega transporta, komercialnega premoženja in odgovornosti, odškodnine za delavce, jamstva, presežna in posebna zavarovanja, pozavarovanje ter zavarovalne police za lastnike podjetij. Družba sodeluje z zastopniki in posredniki ter podpira organizacije na področjih, kot so proizvodnja, gradbeništvo, nepremičnine, arhitektura in inženirstvo, težka oprema ter druga mala in srednje velika podjetja. Njeno zavarovalno poslovanje vključuje tudi obravnavo škod, svetovanje na področju nadzora tveganj, revizijo premij in notranje podporne zmogljivosti.
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Delovna mesta v podjetju

Lead Investment Reporting Accountant

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

USZdružene države Amerike
103.221 $ – 136.105 $ / leto
Na daljavoPolni delovni časSeniorZahtevani Jezik: angleščinaFinančno načrtovanje in analiza

Opis

  • 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.

Zahteve

  • 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.

Ugodnosti

  • 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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