Director Investment Accounting

For consideration, please reach out to Jennifer Lavoie as soon as possible, ensure to include your most current resume when you apply. Connect with me on LinkedIn at Jennifer Lavoie.

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RELOCATION OFFERED for this role!!!

We are looking for a highly skilled and experienced Director of Investment Accounting to lead and oversee the accounting and reporting functions for the company's consolidated investment portfolio and its subsidiaries. This Director of Investments role is pivotal in ensuring accurate financial reporting, compliance with regulatory requirements, and fostering collaboration with internal and external stakeholders. The ideal candidate will bring expertise in investment accounting, leadership capabilities, and a commitment to process improvement.

Director of Investments Responsibilities:

• Oversee the investment accounting operations, ensuring accurate Statutory and GAAP reporting across all asset classes in the company’s portfolio.
• Manage month-end, quarter-end, and annual reporting processes for investment assets, liabilities, income, and expenses.
• Establish and maintain strong external relationships with auditors, vendors, and other business partners.
• Collaborate effectively with internal teams, including financial reporting, tax, treasury, and investment operations, to address organizational needs.
• Develop and implement strategies for process improvement, automation, and enhanced reporting while strengthening internal controls.
• Assist in the creation and communication of key business metrics, analytics, and investment strategies to senior leaders and stakeholders.
• Monitor changes in financial reporting and regulatory standards, ensuring compliance and timely adaptation to new requirements.
• Lead and manage a team of investment accounting professionals, providing guidance, setting goals, and ensuring adherence to corporate policies and practices.
• A minimum of 7-10 years of experience in investment accounting, financial reporting, internal controls, and process improvement.
• Bachelor’s degree in accounting, finance, or a related field.
• Proficiency in US GAAP and Statutory Reporting
• Demonstrated expertise in investment accounting within insurance or regulated industries.
• Proven ability to identify, anticipate, and resolve complex financial issues.
• Excellent leadership and team management skills.
• Familiarity with treasury functions and investment portfolio management.