RBC Investment and Retirement Planner developing and implementing custom investment solutions. Required to have Financial Planning Designation and at least 2 years of experience.
About the role
- Investment Accountant managing corporate subsidiaries financial activities for MassMutual. Leading process improvements and ensuring data quality in investment accounting operations.
Responsibilities
- Creates an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow
- Plays a key role in leading a collaborative and inclusive culture by working closely on projects with Investment Management Operations, Investment Managers and other Controllers teams
- Drive the participation and lead the execution of various cross-functional projects from the Investment and Corporate Subsidiaries team's perspective
- Responsible for accounting research on appropriate process design for complex investments and subsidiaries transactions
- Participate in process re-design as a result of the increased complexity in our investment strategies and advanced need of analytics for quarterly investments accounting results
- Leading the effort of investment accounting support for data quality requirements and process enhancements to ensure appropriate GAAP and STAT accounting and reporting
- Drive and oversees the plan, execution and testing of general ledger and sub ledger system transformation projects from the Investments and Corporate Subsidiaries Controllers perspective
- Partner with the Investment Middle Office on design of data governance and operational processes in the Investment ecosystem that supports the investments accounting and controllership activities
- Makes recommendations to continuously improve the overall control environment and specific control activities over investments and subsidiaries accounting
- Perform frequent ad hoc analysis and assist with special projects, as requested
- Uses professional insight to identify and assist in implementing accounting improvements that increase the business value and efficiency of the team
- Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction
Requirements
- 6+ years of relevant experience in Investment and/or Subsidiaries Accounting/Operations/Reporting/Auditing
- Bachelor's degree in Accounting or Finance
- Experience in successful process redesign from system enhancements and conversion
- CPA, CFA or equivalent designations
- Experience in investment GAAP accounting
- Experience in insurance company Statutory accounting
- Experience with different investment types and structures
- Experience with data analytics and automation
- Experience with investment operations
- Experience with project management
- Pro-active, detail oriented, deadline driven; possess excellent documentation and analytical skills
- Results oriented, flexible, self-motivated, and able to work in a team environment with limited direct supervision
- Excellent written and oral communication skills
- Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables
- Able to build and maintain strong working relationships across cross-functional groups
Benefits
- Access to mentorship opportunities
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
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