About this opportunity
Russell Tobin lists this Investment Accounting Reporting Manager opportunity in phoenix, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Our client, an insurance company, is looking to hire a Manager, Investment Accounting Reporting in Phoenix, AZ on a contract basis.
Manager, Investment Accounting Reporting
Location: Phoenix, AZ Onsite
Contract Duration: 6 Months
Pay Rate: $55–$58 per hour on W2
Job Summary
We are seeking an experienced Manager, Investment Accounting Reporting to oversee investment accounting close activities, financial reporting, regulatory compliance, internal controls, and audit support. This role is responsible for ensuring accurate and timely investment accounting results in accordance with statutory, GAAP, regulatory, and company requirements.
The ideal candidate will have extensive experience in investment accounting, insurance company financial reporting, and team leadership, along with the ability to drive process improvements and communicate complex financial information to senior leadership.
Key Responsibilities
Manage monthly investment accounting close activities, including journal entries, reconciliations, roll forwards, and supporting schedules.
Oversee statutory, GAAP, and NAIC investment schedules, footnotes, regulatory filings, and management reporting.
Ensure investment accounting data is accurate, complete, appropriately classified, and properly documented.
Apply knowledge of investment accounting concepts, including securities, investment income, realized and unrealized gains and losses, fair value, and impairment considerations.
Monitor statutory, NAIC, regulatory, and internal policy requirements and assess their impact on accounting and reporting processes.
Coordinate internal and external audit requests, review supporting documentation, and resolve audit-related issues.
Maintain and strengthen internal controls over investment accounting, reconciliations, reporting, and financial close activities.
Update process documentation to reflect regulatory, business, system, and control changes.
Prepare and review financial analyses, schedules, variance explanations, and management reports for senior finance leadership.
Communicate accounting results, key trends, risks, discrepancies, and outstanding issues to management and cross-functional stakeholders.
Lead remediation efforts related to audit findings, control enhancements, and regulatory or reporting changes.
Identify and implement opportunities to improve reporting accuracy, operational efficiency, automation, documentation, and data quality.
Collaborate with Treasury, Finance, Actuarial, Tax, Compliance, Technology, and other stakeholders.
Manage competing priorities, establish timelines, meet reporting deadlines, and escalate issues with appropriate recommendations.
Lead, coach, and develop accounting team members, delegate responsibilities, review deliverables, and ensure accountability for accurate and timely results.
Required Skills and Qualifications
7+ years of progressive accounting or finance experience, including investment accounting, statutory reporting, GAAP reporting, regulatory reporting, internal controls, or audit support.
Demonstrated experience in investment accounting, including securities, investment income, realized and unrealized gains and losses, fair value, impairments, and reconciliations.
Experience with insurance company accounting and reporting requirements, including Statutory, GAAP, and NAIC reporting.
Experience with internal controls, SOX or comparable control frameworks, audit support, process documentation, and issue remediation.
Hands-on experience with Oracle ERP, Oracle ARCS, Oracle Task Manager, Clearwater, and Microsoft Office.
Demonstrated people management experience, including coaching, reviewing work, setting expectations, and managing deadlines and deliverables.
Strong analytical, problem-solving, organizational, and decision-making skills.
Ability to prepare executive-ready financial analyses and explain complex accounting matters to technical and non-technical stakeholders.
Strong written and verbal communication skills and the ability to collaborate across departments.
Bachelor's degree in Accounting, Business, Finance, or a related field.
Preferred Qualifications
10+ years of investment accounting or finance experience in a regulated insurance or financial services environment.
Previous experience managing statutory, GAAP, NAIC, or investment accounting reporting functions.
Master's degree in Accounting, Business, Finance, or a related field.
Certified Public Accountant (CPA) certification.
Key Competencies
Investment accounting and regulatory reporting expertise.
Leadership, team development, and performance management.
Financial analysis and attention to detail.
Risk assessment, internal controls, and compliance.
Process improvement and operational efficiency.
Cross-functional collaboration and stakeholder management.
Planning, prioritization, and deadline management.
Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
Equal Employment Opportunity
Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.
Fair Chance Employment
Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.
Accommodations
We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.
Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.
Worksite address
phoenix, AZ, 85003, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.