Planning & Analysis Specialist supporting PGIM Finance's Real Estate investment capability through financial forecasting and reporting analysis. Collaborating with senior leadership for data - driven decision making.
About the role
- Investment Accountant III at Aflac analyzing and reconciling complex investment transactions and participating in accounting and reporting of REOs. Assisting team development and maintaining partnerships with business stakeholders.
Responsibilities
- Analyzes and reconciles complex investment transactions on a daily basis to various data sources and subsequently updates the investment accounting sub-ledger (FAM)
- Participates in the accounting and reporting of real estate owned (REOs) investments
- Assists with the training and development of junior team members
- Assists junior team members in resolving complex issues that may arise during daily processing
- Coordinates activities with the Global Investments Division for resolving discrepancies or issues regarding investment transactions and investment, and ensures resolution is effective
- Independently coordinates and maintains effective working relationships with business partners, including Accounting Policy, Tax, Financial Reporting, Global Investments, and internal and external auditors
- Assists in developing and implementing new applications and analytical models, or enhancing existing systems and processes
- Maintains a continuous improvement culture by looking for ways to eliminate manual processes and enhance processes and developing recommendations for improvement
- Provides direct support to the investment accounting management team
- Performs other duties as required
Requirements
- Bachelor's Degree in accounting, finance, or a related field
- Four years of professional job-related work experience in investments or related accounting/reporting
- Advanced proficiency level using Microsoft Office suite software, VBA/macro experience preferred
- Excellent problem solving, critical thinking and time management skills
- Advanced user of SAP, BW or similar software preferred
- Comprehensive knowledge of generally accepted accounting principles (GAAP) and the accounting standards codification (ASC)
- Knowledge of specific insurance/investment accounting principles preferred
- Strong knowledge and demonstrated experience performing financial analysis, reporting, and/or process improvement
- General understanding of investment products preferred
Benefits
- Medical, dental, and vision coverage
- Prescription drug coverage
- Health care flexible spending
- Dependent care flexible spending
- Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee)
- 401(k) plans
- Annual bonuses
- Opportunity to purchase company stock
- 11 paid holidays
- Up to 20 days PTO to be used for any reason
- State-mandated sick leave (Washington employees accrue 1-hour sick leave for every 40 hours worked)
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