Workplace Financial Consultant providing financial planning and investment advice to participants at Fidelity. Engaging with clients through meetings and workshops in the local community.
About the role
- Financial Accounting Senior overseeing investment accounting processes at Elevance Health. Leading the accuracy and compliance of financial reporting for joint ventures and investments.
Responsibilities
- Oversee the accounting, reporting, and analysis for the company’s investment portfolio across assigned legal entities
- Lead the accounting and reporting processes for Joint Ventures and Strategic Investments, including equity method accounting, valuation assessments, and consolidation analysis
- Administer and maintain the Clearwater LPx investment accounting system, ensuring data integrity, timely reconciliations, and accurate financial reporting outputs
- Prepare and review journal entries, account reconciliations, and investment-related financial reports to support month-end, quarter-end, and year-end close processes
- Research complex accounting issues related to investments, derivatives, and partnership structures; prepare technical position memos to document conclusions and support policy decisions
- Partner with Finance leadership to interpret results, identify trends, and provide insights that inform investment strategy and performance reporting
- Drive process improvement initiatives to enhance accuracy, automation, and efficiency within investment and joint venture accounting operations
- Mentor, train, and guide junior accountants on investment accounting practices, systems, and reporting methodologies
Requirements
- Requires BA/BS in Accounting or Finance, or related field
- Minimum of 5 years’ experience in general accounting, finance or budgeting and planning in a large for-profit organization
- CPA preferred
- Degree in Accounting strongly preferred
- Experience with Hyperion/Essbase preferred
- Intermediate Excel experience preferred
- Demonstrated ability to interpret technical accounting guidance
- Experience with Clearwater or similar investment reporting platforms
Benefits
- merit increases
- paid holidays
- Paid Time Off
- incentive bonus programs
- medical benefits
- dental benefits
- vision benefits
- short and long term disability benefits
- 401(k) +match
- stock purchase plan
- life insurance
- wellness programs
- financial education resources
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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