<p>The Investment Accountant is responsible for the accurate accounting, reporting, and analysis of the company’s investment portfolio in compliance with NAIC Statutory Accounting Principles (SAP), GAAP, and state insurance regulations. This role supports timely reconciliation of custodial investment activity, preparation of statutory and GAAP financial statements, and oversight of complex investment reporting including bonds, mortgages, and alternative assets. The Investment Accountant partners closely with investment management, external auditors, and regulatory bodies to ensure proper valuation, classification, disclosure, and compliance across all investment-related financial reporting, while leveraging investment accounting systems and analytics tools to deliver accurate, transparent, and compliant results.</p><p><br></p><p>Responsibilities:</p><p>• Reconcile custodial feed activity within the investment management system and post monthly transactions to the finance system.</p><p>• Prepare and review statutory financial statements, including investment schedules such as Schedule D, Schedule B, and Schedule BA.</p><p>• Compile detailed investment reports and financial statements, including monthly, quarterly, and annual documentation with supporting analysis.</p><p>• Ensure compliance with state insurance regulations and statutory accounting principles for investment classification, valuation, and reporting.</p><p>• Respond to inquiries from external auditors, regulatory bodies, and other stakeholders regarding investment-related matters.</p><p>• Provide footnote disclosures and supporting documentation for investment-related financial statements.</p><p>• Develop solutions to complex accounting challenges and business problems within the investment portfolio.</p><p>• Coordinate with external auditors and regulatory agencies during examinations and inquiries related to investment activities.</p><p>• Utilize Clearwater Analytics to aggregate data, reconcile investment portfolios, monitor compliance, and report on performance.</p><p>• Collaborate with the investment management team to document transactions, assess fair value, and analyze credit loss under applicable models.</p>
<p>I’m partnering with a growing, mid-size business that is intentionally <strong>elevating its accounting & finance function</strong> and is ready to bring in a Controller who thrives in transformation.</p><p>This is not a “keep the lights on” role. The Controller will play a critical role in modernizing the accounting operation—<strong>driving automation, improving processes, strengthening controls, and helping scale the function</strong> to support continued growth. You’ll work closely with executive leadership and have real influence over how the finance organization is built for the future.</p><p><br></p><p><strong>What makes this Controller role compelling:</strong></p><ul><li>Opportunity to lead <strong>automation and accounting process improvement</strong> initiatives</li><li>Hands-on role with visibility and impact across the business</li><li>Environment that values continuous improvement, better data, and smarter systems</li><li>A platform for a Controller who enjoys building structure, not inheriting it</li></ul><p><strong>Ideal background:</strong></p><ul><li>Sr Accountant or Accounting Manager ready for the next step</li><li>Strong technical accounting foundation with a process-improvement mindset</li><li>Experience implementing or enhancing ERP systems, automation tools, or workflows</li><li>Comfortable operating in a growing, evolving organization</li></ul><p>If you’re a finance leader who gets excited about <strong>creating efficiencies, improving accuracy, and building scalable systems</strong>, this is a rare chance to step into a role where your work will truly shape the organization.</p><p><br></p><p>For immediate consideration call Jimmy Tunney at 517-657-8054</p>
