Investments Staff Accountant

Auto Club Enterprises

Base: $33.43 - $44.53 ph; bonus/equity: incentive ...
Not specified
Bachelor's degree in accounting or finance
1-3 years of accounting experience
Advanced excel skills including pivot tables
Auto Club Enterprises is hiring an Investments Staff Accountant to manage the recording, reporting, and analysis of their investment portfolio. The role requires a detail-oriented individual with relevant accounting experience, preferably within the insurance or financial services sector

Job Summary

  • This role is critical in ensuring accurate recording, reporting, and analysis of the organization's diverse investment portfolio.
  • The position involves preparing NAIC Statutory Annual and Quarterly Statements focusing on Schedules D, BA, and DA.
  • Employees are eligible for remarkable benefits including health coverage, a 401(K) plan with company match, and a pension.

Matching Summary

Match Score: 85

Auto Club Enterprises is hiring an Investments Staff Accountant to manage the recording, reporting, and analysis of their investment portfolio. The role requires a detail-oriented individual with relevant accounting experience, preferably within the insurance or financial services sector.

Salary

Base: $33.43 - $44.53 per hour; Bonus/Equity: Incentive program based on performance; Benefits: Health, dental, vision, 401(K), pension, tuition assistance

Skills & Requirements

Must-have

  • Bachelor's degree in Accounting or Finance
  • 1-3 years of accounting experience
  • Advanced Excel skills including Pivot Tables
  • Fixed-income instruments knowledge
  • Investment reconciliation capabilities

Nice-to-have

  • Experience within the insurance industry
  • Familiarity with investment accounting software
  • Progress toward CPA designation
  • Knowledge of Statutory Accounting Principles
  • Process improvement mindset

Key Requirements

  • Bachelor's degree in Accounting, Finance, or related field
  • 1–3 years of accounting experience
  • Progress toward CPA designation preferred

Work Rights

Not specified

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