Senior Accountant with expertise in insurance and investment accounting at RSM. Managing financial statements, compliance, and providing exceptional client service on various accounting matters.
Responsibilities
Utilizing intermediate knowledge of complex accounting concepts to assist insurance clients with its accounting and finance operations
Prepare and review GAAP and STAT financial statements, schedules, and reports to ensure compliance with regulatory standards
Provide timely, high quality client service that meets or exceeds client expectations
Collaborate directly with firm specialists/subject matter experts on complex accounting matters
Actively participate with engagement team and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment
Perform detailed investment accounting tasks for various asset classes
Conduct variance analysis, financial reporting analysis, and other ad hoc analyses to support client decision-making
Requirements
Bachelor’s degree in Accounting, Finance, or a related field
CPA or equivalent designation preferred
Minimum of 3 years of experience in investment accounting, preferably in the insurance industry
Strong knowledge of GAAP and STAT principles, with a focus on investment accounting
Experience with Investment accounting systems (Clearwater, Aladdin Accounting, PAM, others) is highly desirable
Proficiency in Microsoft Excel and other financial analysis tools
Excellent communication and interpersonal skills, with a client-focused mindset
Strong analytical and problem-solving skills, with keen attention to detail
Financial Manager responsible for strategic financial leadership for World Courier in Australia and New Zealand. Leading finance operations, ensuring compliance, and managing financial reporting.
Financial Planning and Automation Analyst II developing financial models and dashboards for the Delaware Nation Industries. Collaborating on financial data insights while ensuring accuracy and process efficiency.
Lead Analyst overseeing financial reporting and planning capabilities for commercial divisions. Collaborating with business units and implementing standardized processes for efficiency and growth.
Managing financial documents and communication with clients for timely payments at Frasers Property. Ensuring proper control over revenue billing in the real estate sector.
Finance Assistant at Capgemini responsible for managing internal contracts and financial reporting processes. Collaborating with controllers and analyzing financial data for accurate budgeting.
AVP, HRBP Enterprise Functions driving HR programs and people strategies at Sun Life. Leading HR initiatives and fostering a diverse and inclusive work environment.
Financial Investment Analyst responsible for evaluating M&A and real estate investments for Babilou Family US. Conducting financial modeling and supporting strategic decision - making.
CFO at Enkel leading financial operations for not - for - profit organizations in Canada. Mentoring future finance leaders while overseeing strategic financial initiatives and compliance.
Backoffice & Finance Specialist at Dreamlight Labs ensuring smooth financial operations and supporting team activities. Engaging in various financial and administrative responsibilities within a creative environment.
Senior Accountant responsible for financial reporting at Gemini, a global crypto and Web3 platform. Involves preparation of SEC filings and audit coordination.