Investment Accountant

Symetra
United States
Workplace: OnsiteFull timeFunction: Finance & AccountingEducation: bachelorsSkills: ["Attention to detail","Analytical thinking","Problem-solving","Process improvement","Communication"]

Support investment accounting and financial reporting by participating in monthly, quarterly, and annual close processes, preparing journal entries, reconciliations, accruals, and analyses. Ensure accurate GAAP and Statutory reporting through disclosures, schedules, and variance analyses. Serve as a steward of investment accounting data by monitoring data quality and performing reconciliations and validation. Partner with internal teams and service providers to resolve accounting and data issues, maintain internal controls, support audits, and drive automation and process improvements.

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FursaFursa
Symetra
Symetra
1 week ago

Investment Accountant

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Support investment accounting and financial reporting by participating in monthly, quarterly, and annual close processes, preparing journal entries, reconciliations, accruals, and analyses. Ensure accurate GAAP and Statutory reporting through disclosures, schedules, and variance analyses. Serve as a steward of investment accounting data by monitoring data quality and performing reconciliations and validation. Partner with internal teams and service providers to resolve accounting and data issues, maintain internal controls, support audits, and drive automation and process improvements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Participate in monthly, quarterly, and annual accounting close processes, including preparation of journal entries, account reconciliations, accruals, and supporting analyses
  • •Research, document, and resolve accounting issues across a diverse investment portfolio (e.g., fixed income, equities, mortgage loans, derivatives, alternative investments, tax credit structures)
  • •Support GAAP and Statutory financial reporting, including preparation of disclosures, schedules, variance analyses, and management reporting deliverables
  • •Maintain strong internal controls and support internal/external audit requests, regulatory examinations, and accounting policy compliance initiatives
  • •Act as a steward of investment accounting data by monitoring data quality, performing reconciliations and validation activities, and identifying opportunities for automation and process improvement

Key Requirements

  • •BA/BS in Accounting or related field
  • •CPA or progress toward CPA preferred
  • •Strong understanding of GAAP accounting principles, with Statutory accounting knowledge preferred
  • •Experience with financial close, reconciliations, account analysis, and internal controls
  • •Ability to research and document technical accounting matters and communicate effectively with varied stakeholders
Experience:Public accountingInsuranceFinance
Education:Bachelor's in Accounting
Skills:Attention to detailAnalytical thinkingProblem-solvingProcess improvementCommunication
Certifications:CPA

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Symetra
Provides life insurance, annuities, retirement solutions, and employee benefits to individuals, employers, and financial institutions. Symetra focuses on protecting financial futures through insurance products and retirement services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: Bellevue, United States
Founded: 1957
WebsiteLinkedIn