Senior Accountant, Insurance Investments

Insurance Investment Accounting Specialist

Serves as a proactive subject-matter expert responsible for the accurate accounting, analysis, and reporting of the Company's insurance investment portfolio in accordance with statutory, GAAP, and internal reporting requirements. This role provides ownership of critical investment accounting processes, ensures the timely and accurate recording and reconciliation of complex investment activity, supports financial statement preparation and regulatory filings, and partners across finance, operations, auditors, and other stakeholders to maintain strong internal controls, resolve issues and enhance the quality and efficiency of investment-related reporting.

Essential Functions:

• Prepare, review, and post monthly investment journal entries and supporting workpapers to ensure the accurate and timely recognition of investment activity in accordance with statutory and GAAP requirements, while maintaining clear audit trails and strong supporting documentation.
• Prepare monthly investment income and related financial reporting for NCMIC Insurance Company, Professional Solutions Insurance Company, NCMIC RRG, Inc., NCMIC Group, Inc., and Sextant Investment Advisors, LLC, including analysis of actual results versus budget and communication of key variances to support informed financial and operational decision-making.
• Lead the preparation, validation, and timely completion of quarterly and annual NAIC investment schedules for NCMIC Insurance Company, Professional Solutions Insurance Company, and NCMIC RRG, Inc., ensuring compliance with statutory reporting requirements, accuracy of reported data, and effective coordination with internal and external stakeholders throughout the filing process.
• Prepare and support investment schedules included in the annual audit reports for National Chiropractic Mutual Holding Company and its subsidiaries, including coordinating requests, resolving reporting questions, and ensuring complete, accurate, and well-supported information for auditors and internal leadership.
• Prepare annual AM Best Supplemental Rating Questionnaire investment schedules, ensuring data integrity, completeness, and consistency with internal records, statutory filings, and other external reporting requirements.
• Perform general accounting and reporting responsibilities as assigned, proactively identifying issues, supporting cross-functional initiatives, and contributing to the continuous improvement of accounting processes, controls, and reporting efficiency.

Requirements:

Education: Bachelor's degree in Accounting or Finance required.

Experience: Minimum of 3 years of progressively responsible accounting or financial reporting experience required, with strong preference for experience in insurance investment accounting, statutory reporting, or insurance industry financial operations. Demonstrated experience preparing or supporting NAIC investment schedules, audit support, and investment-related financial reporting is highly desirable. Proficiency with investment accounting systems, general ledger platforms, and annual statement/reporting software is required; experience with FIS Investments, Sapiens Pro, and Gain Compliance is strongly preferred.

Skills: Advanced Excel proficiency required, including strong command of complex formulas, data analysis, and spreadsheet modeling; macro and VBA knowledge preferred. Strong understanding of statutory accounting principles, GAAP, and insurance investment accounting concepts required. Demonstrated analytical, problem-solving, and organizational skills, with the ability to manage multiple priorities, exercise sound judgment, communicate effectively with cross-functional stakeholders, and perform with a high degree of accuracy during peak reporting periods.

Mental Demands: Requires sustained concentration, sound judgment, and the ability to analyze complex information for extended periods of time. Must be able to plan, prioritize, and organize work effectively while meeting deadlines, maintaining attention to detail, and responding to changing business and reporting demands.

Physical Demands: Primarily requires extended periods of sitting and frequent use of hands and fingers to operate a computer, telephone, and other standard office equipment. Occasional standing, walking, bending, and reaching may be required in the course of normal job duties.

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