Senior Accountant
Security Benefit
Senior Accountant, Reporting & Audit
We're Looking for an experienced Senior Accountant, Reporting & Audit!
About the Company: Security Benefit is a leader in the U.S. retirement market with more than $75 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you'll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement.
We're proud to have been recognized as one of the best in the business:
- Named to Ward's 50 list of top-performing life-health insurance companies
- Recognized on list of Ingram's Top 100 Private Companies in the Kansas City area in 2024
About the Role: As a Senior Accountant, Investment Accounting Reporting & Audit, you'll be an integral part of a collaborative, agile team. You'll design, analyze, and implement innovative solutions that drive efficiency and exceed expectations.
The Senior Accountant, Reporting & Audit position reports to Josh Moreland, Senior Manager, and can be based out of Overland Park, Kansas, or remotely for the right candidate. We work a hybrid schedule, offering flexibility to work both remotely and on-site.
- Prepare and own EI and EWS consolidated audit PBCs, including Realized G/L, Income Earned, and Holdings schedules, and coordinate timely delivery to external auditors.
- Prepare quarterly and annual investment, equity, and cash flow roll forward schedules for multiple entities.
- Assist in the preparation of investment and fair value footnotes and disclosures for audited GAAP financial statements.
- Coordinate audit confirmations and respond to auditor inquiries across assigned engagements.
- Perform deferred G/L analysis and documentation and intercompany tagging.
- Support consolidation reporting activities, including portfolio tree compares, elimination set checks, and quarterly NCI schedules.
- Identify and implement improvements to reporting and audit workflows to enhance accuracy and efficiency.
- Partner with the Accounting Operations team to ensure alignment between ledger activity and reported results.
What We're Looking For:
- Bachelor's degree in accounting or finance.
- 4-6 years of investment accounting or financial reporting experience.
- CPA preferred or willingness to obtain CPA designation.
- Knowledge of GAAP financial reporting and consolidation accounting.
- Experience with investment-related ERP systems (PeopleSoft preferred).
- Strong analytical and problem-solving skills.
- Strong time management skills with the ability to meet critical deadlines.
- Ability to work independently, make decisions, and effectively communicate with all levels of management.
- Strong computer skills including MS Office Suite (advanced Excel required).
- Ability to prioritize multiple tasks and manage competing deliverables.
Why Choose Security Benefit? When you join our team, you're not just getting a paycheck you're getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here's what you can expect as a full-time Security Benefit associate:
- Competitive salary and annual incentive bonuses to reward your contributions.
- 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
- Paid parental leave after 90 days of service.
- Comprehensive medical, dental & vision insurance.
- 401(k) with company match, plus Profit Sharing & Savings Plan.
- Short- and Long-Term Disability Insurance to give you peace of mind.
- Flexible Spending Accounts for medical and dependent care.
- Life Insurance to protect your loved ones.
- Educational assistance to support your career development.
- Associate assistance programs for your personal and professional well-being.
Ready to Make an Impact? Apply today by visiting our career page to submit your resume. We're excited to meet you!
Security Benefit is an Equal Opportunity Employer.
Security Benefit$28.74 - $36.72 per hour
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