Responsible for the Investment Accounting function, including oversight and direction of GAAP and statutory accounting, reporting for all asset classes in the Company’s consolidated investment portfolio

Including, but not limited to Bonds, RML’s, CML’s, alternative investments, debt and equity securities, private equity/private placements, and other financial instruments.

Ensure accurate month-end, quarter-end and annual reporting of balances relating to investment assets, liabilities, income and expenses on a GAAP and statutory basis of accounting.

Build and maintain external relationships with auditors, vendors and other business partners.

Build and maintain internal relationships with diverse lines of businesses and other parts of the organization, including financial reporting, tax, treasury, and investment operations to support their specific needs.

Assist management in the development of key business indicators, metrics, analytic reports, and investment-related strategies. Communicate with business leaders and internal business partners on the same.

Stay abreast of financial reporting and regulatory developments related to investment accounting.

Manage a team of investment accounting professionals, including establishing and monitoring goals, reviewing work completed by team on a timely basis, and ensuring proper communication of investment accounting and corporate policies, practices, and performance.

Demonstrated ability to deploy generative AI tools to enhance reporting, audit support, and regulatory documentation processes is also considered a strong plus.

AVP, Investment Accounting

Responsibilities

Qualification

Required

Benefits

Company

Nationallifeinsurancecompany

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