Senior Analyst Investment Reporting

Empower RetirementRemote, US

30+ days ago

Job type

Full-time

Remote

Job description

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

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.

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 :

09-27-2024

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Senior Reporting Analyst • Remote, US