Lead Financial Reporting Analyst

Ameritas is seeking an experienced Lead Financial Reporting Analyst to join our team, specializing in fixed income and mortgage assets. This role is critical in ensuring accurate statutory accounting and financial reporting for our investment portfolio, supporting our mutual-based organization's commitment to putting customers first. You will lead the preparation and analysis of statutory financial statements, manage regulatory compliance for investment holdings, oversee AVR/IMR calculations, and provide strategic insights that support investment decision‑making and risk management across the organization. This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home. What you do Lead Statutory and GAAP accounting and reporting for fixed income, including bonds and mortgage loans Ensure regulatory compliance with standards, filing requirements, and state insurance regulations while maintaining and updating documentation for investment holdings Execute on internal controls over financial reporting to support risk mitigation efforts. Mentor team members and provide guidance on financial reporting practices, problem‑solving strategies and process improvements. Lead process improvements by identifying inefficiencies, implementing solutions, and documenting enhanced workflows. Participate in projects and system implementations for proper planning, execution, and alignment with organizational objectives. What you bring Minimum of 3‑4 years related experience Bachelor's degree in Accounting, Finance, or related field required Experience in statutory accounting within the life insurance industry preferred CPA preferred Demonstrated expertise in fixed income securities, fixed income accounting, and investment reporting Hands‑on experience with the NAIC Accounting Practices and Procedures manual, and investment accounting Demonstrated ability to leverage Oracle Smart View for ad‑hoc reporting, data validation, and financial analysis preferred Experience with PAM for Investments ("PFI") accounting system and/or Precision LM ("PLM") mortgage loan system, or similar investment accounting platforms, strongly preferred Benefits For your Money 401(k) Retirement Plan with company match and quarterly contribution. Tuition Reimbursement and Assistance. Incentive Program Bonuses. Thrive Days - Personal time off. Paid time off (PTO). For Your Health and Well-Being Health Savings Account (HSA) with employer contribution. Well‑being programs with financial rewards. For Your Community Matching donations program. For Your Family Generous paid maternity leave and paternity leave. Fertility, surrogacy, and adoption assistance. Backup child, elder and pet care support. Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. #J-18808-Ljbffr Ameritas