Accountant 2 - Investment Analysis

What You Can Expect In This Role

Accounting position within the Investment Analysis team of the Corporate Accounting Division. Prepare and analyze internal and external investment accounting and related analytical reports. Work in a positive, professional and collaborative fashion with employees at all levels across the organization.

What You'll Do In This Role

• Post, validate and balance transactions to investment system; maintain the investment accounts in general ledger.
• Prepare annual and quarterly regulatory statements on all investments, including but not limited to long-term bonds, derivatives, equity, limited partnerships, mortgage loans and short-term investments for state regulators.
• Prepare investment accounting deliverables and analysis for distribution to both internal and external stakeholders, including management teams within Corporate Accounting, Actuarial, Investments and Business Unit leaders.
• Serve as a first point of contact for users of our data, including answering day-to-day questions with security master files setups, investment trends and system functions, etc. Act as a back-up for system administrator functions.
• Continuously scrub and enhance data within the investment systems (e.g. holdings, transactions, security master file data, etc.).
• Coordinate and support external auditors in areas of responsibility applicable to the external audits.
• Utilize familiarity with the investment portfolio to assist the team in meeting the strategic goals and priorities of Corporate Accounting.
• Identify and implement continuous process improvements and support innovation. Proactively seek information about future changes and prepare to accommodate changes in one's job; evaluate the change objectively regardless of the impact on own job and see change as being a positive opportunity. Enthusiastically adopts and supports new work processes.
• Participate in the preparation and review of current results and comparisons to financial projections.
• Support the Investment Analysis team in special assignments and projects, as deemed necessary, to meet strategic goals and priorities.
• Maintain thorough, repeatable procedural documentation for all assigned tasks and adhere to processes and procedures in support of the required internal controls.
• Develop and maintain effective, positive and collaborative working relationships with key stakeholders across the organization including several geographic locations.
• Work in a positive fashion towards common Sammons Financial Group Companies’ goals demonstrating collaborative team skills within and outside of Corporate Accounting.
• The workload may occasionally demand additional work outside of the company's standard 40-hour work week.
• Identify and achieve common objectives across the team. Share important or relevant information with the team. Value and use individual differences and talents; actively participate in team decisions and actions.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary.
  
  

What We're Looking For

• Bachelor's Degree in Accounting Required
• 2-4 years' insurance accounting or applicable public accounting experience Preferred
• Effective written and verbal communication skills; ability to work with individuals outside of Corporate Accounting
• Effective analytical and critical thinking skills and a professional judgement disposition
• Ability to work independently with limited guidance
• Proven ability to prioritize multiple projects and allocate time as needed
• Demonstrates professionalism, motivation and intellectual curiosity
• Ability to adapt to change and learn quickly
• Desire to attain or further insurance-industry specific accounting and finance skills
• Strong Microsoft Office skills; working knowledge of company-specific software applications
• Basic knowledge of insurance industry-specific GAAP and statutory accounting concepts
• Working knowledge of insurance products
  
  

Other Requirements

• A credit and criminal background check is required
  
  

What you can expect when you join Sammons Financial Group

• Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
• Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
• Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
• Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
• Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
  
  

Salary Range Information

USD $48,418.00 - USD $100,870.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.

Work Authorization/Sponsorship

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)