569 Investment Accountant jobs in the United States

System One is assisting a Tulsa Family Group with a search for an Investment Accountant. You will work with a small team of talented accountants who excel in their areas of expertise.
Responsibilities:
+ Perform accounting duties for the investment activities of the family group
+ Take ownership of and manage the online investment software ensuring the information is being captured properly
+ Reconcile investment balances to custodial and broker statements
+ Monitor daily cash activity and investment transactions
+ General accounting duties including reconciliations, journal entries and year-end tax package reports
+ Work with accounting and tax teams to ensure proper recording of investment activity in the general ledger
+ Prepare and analyze reports on investment performance, allocations and valuations
+ Continuously look for ways and make suggestions to improve processes
Requirements:
+ Minimum of 10 years of accounting or finance experience
+ Bachelor's degree in Accounting
+ Must be detail-oriented and highly analytical
+ Effective communication skills, both written and verbal
+ Able to manage multiple projects simultaneously and meet deadlines
+ Proficient with Excel and computer systems
+ Maintain confidentiality
+ Positive attitude with a strong work ethic
Salary: $75K - $85K
System One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.
System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.
Ref: #208-Rowland Tulsa
System One, and its subsidiaries including Joulé, ALTA IT Services, CM Access, TPGS, and MOUNTAIN, LTD., are leaders in delivering workforce solutions and integrated services across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible full-time employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.
System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

Description
Robert Half is partnering with a Des Moines insurance company to identify and hire a Senior Investment Accountant. In this role, you will be responsible for managing the preparation and analysis of investment-related financial statements and reports. You will also oversee investment accounting systems and databases while collaborating with various teams across the organization to ensure accuracy and compliance.
Responsibilities:
- Prepare and review monthly, quarterly, and annual internal and external investment financial statements and reports.
- Maintain and update the investment accounting system to ensure accurate and timely data.
- Conduct cash flow projections and manage the investment database to support financial planning.
- Act as a subject matter expert on investment accounting, providing guidance on complex assignments.
- Collaborate with cross-functional teams to ensure compliance with statutory and GAAP accounting standards.
- Analyze investment portfolios, including derivatives and fixed income assets, to support reporting requirements.
- Monitor and ensure adherence to regulatory guidelines and company policies in all investment accounting activities.
- Identify opportunities for process improvements within the investment reporting and analysis functions.
- Develop and deliver insights to support strategic decision-making related to investments.
- Assist in audits and regulatory reviews by providing accurate documentation and responses.
Requirements
- Bachelor's degree in Accounting
- Proven experience in investment accounting and/or financial services/insurance industry
- Strong knowledge of GAAP and statutory accounting principles (STAT).
- Proficiency in managing and maintaining investment accounting systems and databases.
- Exceptional analytical and problem-solving skills, with attention to detail.
- Excellent communication and interpersonal skills to work effectively with diverse teams.
- Ability to manage multiple priorities and meet strict deadlines.
- Advanced proficiency in Microsoft Excel and other financial reporting tools.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Description
We are looking for a Senior Investment Accountant to join our clients team in Sioux Falls, South Dakota. This role is integral to managing and improving investment accounting processes, ensuring compliance with regulatory requirements, and serving as a subject matter expert within the organization. The ideal candidate will thrive in a collaborative environment, demonstrating leadership and expertise in investment accounting and financial reporting.
Responsibilities:
- Oversee the preparation and review of annual, quarterly, and monthly investment accounting reports for both internal and external stakeholders.
- Act as a subject matter expert by handling complex accounting tasks and providing guidance to the Investment Analysis team.
- Ensure compliance with regulatory requirements by executing and leading key controls, including audits and financial disclosures.
- Conduct detailed analysis of investment data, including valuation, pricing, prepayment speeds, and ratings.
- Enhance and maintain the integrity of investment system data, including holdings, transactions, and security master files.
- Review and resolve discrepancies in daily cash and position reconciliations between custodians and investment systems.
- Prepare and review financial reports for executives, actuaries, and investment management teams.
- Develop and document investment accounting policies and procedures while cross-training team members.
- Collaborate with team members to achieve shared objectives, fostering a positive and inclusive work environment.
Requirements - Minimum of 5 years of experience in investment accounting or a related field.
- Strong knowledge of fund administration, investment accounts, and portfolio management.
- Expertise in equity investments and month-end close processes.
- Proficiency in both Generally Accepted Accounting Principles (GAAP) and statutory accounting guidelines.
- Skilled in financial analysis and reporting with attention to detail.
- Experience with regulatory compliance and audit processes.
- Ability to mentor and guide team members effectively.
- Excellent communication and collaboration skills.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

**What You'll Do**
We're looking for a Senior Associate to join our Investment Accounting team. In this role, you'll be responsible for performing investment accounting and reporting activities across various investment strategies and asset classes. This position collaborates with asset management and servicing, portfolio managers, investment operations, risk, compliance, tax, internal/external auditors, and technology teams to support robust reporting and control practices.
+ **Investment Accounting & Financial Reporting**
+ Perform intermediate-level investment accounting activities, including analytics on property financials, trade capture, income accruals, valuation, and basic consolidations for various asset types including equities, fixed income, and basic structured products
+ Prepare monthly, quarterly, and annual reports
+ Contribute to internal management reporting and assist with external reporting requirements
+ May apply U.S. GAAP principles and ensure compliance with basic regulatory requirements
+ Work with senior team members to understand accounting implications of investment strategies
+ **Project Management & System Implementation**
+ Participate in system testing and implementation projects
+ Help develop automated solutions for reporting and reconciliations
+ Conduct user acceptance testing (UAT) and document business requirements
+ **Compliance, Controls, and Risk Management**
+ Execute established internal control procedures
+ Support risk mitigation strategies
+ Prepare and organize audit documentation and reconciliations
+ **Cross-Functional Collaboration & Business Support**
+ Coordinate with other teams to ensure accurate treatment of investment data
+ Provide basic technical guidance on accounting impacts of investment vehicles
+ Perform routine analysis related to investment performance and reporting
+ **Continuous Improvement & Strategic Insight**
+ Keep current with accounting standards and regulations
+ Suggest improvements to existing processes
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
**Who You Are**
+ Bachelor's degree in Accounting, Finance, or related field or equivalent work experience
+ Minimum of 2 + years of relevant accounting experience in financial services preferred
+ Working knowledge of common investment products and strategies
+ Experience with investment accounting systems(PAM)
+ Proficient in Excel; knowledge of basic reporting tools
+ Excellent communication and analytical skills
+ Detail-oriented with demonstrated ability to manage multiple priorities
+ This position may require successful completion of a criminal background check
**Salary Range Information**
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
**Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)**
$71250 - $95950 / year
**Time Off Program**
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
**Pension Eligible**
Yes
**Work Environments**
This role offers an in-office and hybrid (blending at least three days in a typical workweek) work arrangement in Des Moines, IA.
**Work Authorization/Sponsorship**
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers ( and Green Card for Employment-Based Immigrants ( Code of Ethics**
For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
**Experience Principal**
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site ( to learn more about our purpose, values and benefits.
**Principal is an Equal Opportunity Employer**
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Posting Window**
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
**Original Posting Date**
10/1/2025
**Most Recently Posted Date**
10/1/2025

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The Senior Impact Finance Investment Accountant will lead several key accounting functions related to a large and complex tax credit investment portfolio. This role is ideal for a candidate experienced in investment accounting, financial reporting, and internal controls.
**Primary Responsibilities**
+ _Portfolio Accounting and Onboarding_ : review the onboarding of financial data into the system of record for new investments. Ensure accuracy and completeness of financial information.
+ _Financial Analysis and Review:_ Analyze financial drivers and performance metrics across the investment portfolio. Provide insights and recommendations to support decision-making.
+ _General Ledger Oversight:_ maintain general ledger and subsidiary ledger accounts, ensuring timely and accurate journal entries and reconciliation.
+ _Reporting and Compliance:_ prepare financial reports for internal management and regulatory authorities. Ensure compliance with applicable accounting standards and internal policies.
+ _Quarterly and Project-Based Activities:_ support quarterly reporting cycles, audits, and ad hoc projects related to investment accounting and financial operations
**Basic Qualifications**
+ Bachelor's degree in accounting or finance, or equivalent work experience
+ Eight or more years of experience in financial accounting activities
**Preferred Skills/Experience**
+ Proficient computer skills, especially Microsoft Office applications
+ Considerable knowledge of Generally Accepted Accounting Principles (GAAP) and other regulations
+ Considerable knowledge of accounting, reporting, and analysis
+ Ability to identify and resolve exceptions and to analyze data
+ CPA or CMA preferred
Tag: INDMO
* **This role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.**
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The Senior Impact Finance Investment Accountant will lead several key accounting functions related to a large and complex tax credit investment portfolio. This role is ideal for a candidate experienced in investment accounting, financial reporting, and internal controls.
**Primary Responsibilities**
+ _Portfolio Accounting and Onboarding_ : review the onboarding of financial data into the system of record for new investments. Ensure accuracy and completeness of financial information.
+ _Financial Analysis and Review:_ Analyze financial drivers and performance metrics across the investment portfolio. Provide insights and recommendations to support decision-making.
+ _General Ledger Oversight:_ maintain general ledger and subsidiary ledger accounts, ensuring timely and accurate journal entries and reconciliation.
+ _Reporting and Compliance:_ prepare financial reports for internal management and regulatory authorities. Ensure compliance with applicable accounting standards and internal policies.
+ _Quarterly and Project-Based Activities:_ support quarterly reporting cycles, audits, and ad hoc projects related to investment accounting and financial operations
**Basic Qualifications**
+ Bachelor's degree in accounting or finance, or equivalent work experience
+ Eight or more years of experience in financial accounting activities
**Preferred Skills/Experience**
+ Proficient computer skills, especially Microsoft Office applications
+ Considerable knowledge of Generally Accepted Accounting Principles (GAAP) and other regulations
+ Considerable knowledge of accounting, reporting, and analysis
+ Ability to identify and resolve exceptions and to analyze data
+ CPA or CMA preferred
Tag: INDMO
* **This role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.**
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Performance Based Incentive Plans
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning.
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
This position performs intermediate-level accounting and financial analysis specializing in an accounting-focused area of Finance. The position will provide accounting and financial analyses working individually or with others that serve to inform and ground business decisions. Responsibilities may include leadership and/or participation in the development of, implementation of, and adherence to accounting/financial procedures that will improve operations, consistency, controls, process efficiency, and effectiveness of the functional area.
**Principal Duties and Responsibilities**
+ Responsible for basic to intermediate analysis and reporting of financial transactions in accordance with US GAAP, UK GAAP, IFRS, and Statutory accounting standards.
+ Prepares, records, analyzes, and reports accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accounting policies and principals.
+ Prepares and distributes periodic financial statements for various governmental and/or regulatory agencies such as NAIC, SEC, or State Insurance Regulators.
+ Conducts research regarding the impact to financial statements of potential changes to accounting rules proposed by accounting standards setters.
+ Develops, implements, and communicates to management on new policies and processes to comply with newly issues accounting standards.
+ Assist with implementation of timely, cost-effective planning strategies designed to create value and enhance the Company's worldwide financial position.
+ Participate in regular monthly, quarterly, and annual financial cycle.
+ Prepare, verify, reconcile, and balance accounts related to the specific financial area to maintain control and accuracy over accounting and reporting by identifying discrepancies and their cause and recommendations for corrective action.
+ Prepare more complex accounting and financial analysis for designated area and routine reports for manager.
+ Assist with tax controversies and notices, by responding to information requests, preparing workpapers, gathering other supporting documentation, and corresponding to exam agents to support the company's tax position.
+ Act as liaison with Treasury when sending quarterly federal and state cash payments to various government agencies, ensuring proper approvals are obtained and payments are made on a timely manner.
+ Demonstrate understanding of analysis by applying knowledge and anticipating issues and demonstrate ownership of assigned tasks or processes.
+ Make recommendations regarding the process of creating the assigned complex analytics as well as recommendations regarding the results of the analytics.
+ Maintain various systems and data assets that support the specific financial areas (e.g., accounting, planning, and administrative systems). Assumes ownership of the data in the system or assets related to the assigned analysis.
+ Partner with business areas to provide requested accounting/tax research, analysis, information, and data.
+ Maintain a specialized working knowledge in assigned tasks and analysis of Unum's products, services and business processes including, their specific business area, the issues and technical skills required to support the area.
+ May perform other duties as assigned.
**Job Specifications**
+ Bachelor's degree required or comparable work experience that well prepares or qualifies the individual for the work to be performed. Master's degree a plus
+ Must be CPA eligible or have an active plan to pursue.
+ 0-3 years of accounting experience
+ Demonstrates some knowledge and/or a proven record of success in financial accounting, managerial accounting, taxation, and financial reporting systems including Generally Accepted Accounting Principles and current accounting policies and procedures.
+ Basic understanding of the components of multiple financial statements and how they interact with one other.
+ Detail oriented with good intuitive reasoning.
+ Ability to respond quickly and positively to change.
+ Developing customer service/teamwork skills within job area.
+ Highly motivated individual able to take direction from managers and developing skills to solve problems with little guidance from managers.
+ Strong project management skills, including ability to prioritize work while working on multiple projects keeping track of and meeting due dates.
+ Demonstrate strong oral and written communication skills, analytical and interpersonal skills, and ability to interact in an effective manner with all levels of personnel.
+ Intermediate EXCEL Skills
+ General ledger systems and reporting tools experience preferred.
+ Proficient in Word and PowerPoint
+ Exhibit customer service skills in working with functional area team and other resources to complete assigned work.
#LI-AF1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
$45,600.00-$86,200.00
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum

When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Performance Based Incentive Plans
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning.
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
This position performs intermediate-level accounting and financial analysis specializing in an accounting-focused area of Finance. The position will provide accounting and financial analyses working individually or with others that serve to inform and ground business decisions. Responsibilities may include leadership and/or participation in the development of, implementation of, and adherence to accounting/financial procedures that will improve operations, consistency, controls, process efficiency, and effectiveness of the functional area.
**Principal Duties and Responsibilities**
+ Responsible for basic to intermediate analysis and reporting of financial transactions in accordance with US GAAP, UK GAAP, IFRS, and Statutory accounting standards.
+ Prepares, records, analyzes, and reports accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accounting policies and principals.
+ Prepares and distributes periodic financial statements for various governmental and/or regulatory agencies such as NAIC, SEC, or State Insurance Regulators.
+ Conducts research regarding the impact to financial statements of potential changes to accounting rules proposed by accounting standards setters.
+ Develops, implements, and communicates to management on new policies and processes to comply with newly issues accounting standards.
+ Assist with implementation of timely, cost-effective planning strategies designed to create value and enhance the Company's worldwide financial position.
+ Participate in regular monthly, quarterly, and annual financial cycle.
+ Prepare, verify, reconcile, and balance accounts related to the specific financial area to maintain control and accuracy over accounting and reporting by identifying discrepancies and their cause and recommendations for corrective action.
+ Prepare more complex accounting and financial analysis for designated area and routine reports for manager.
+ Assist with tax controversies and notices, by responding to information requests, preparing workpapers, gathering other supporting documentation, and corresponding to exam agents to support the company's tax position.
+ Act as liaison with Treasury when sending quarterly federal and state cash payments to various government agencies, ensuring proper approvals are obtained and payments are made on a timely manner.
+ Demonstrate understanding of analysis by applying knowledge and anticipating issues and demonstrate ownership of assigned tasks or processes.
+ Make recommendations regarding the process of creating the assigned complex analytics as well as recommendations regarding the results of the analytics.
+ Maintain various systems and data assets that support the specific financial areas (e.g., accounting, planning, and administrative systems). Assumes ownership of the data in the system or assets related to the assigned analysis.
+ Partner with business areas to provide requested accounting/tax research, analysis, information, and data.
+ Maintain a specialized working knowledge in assigned tasks and analysis of Unum's products, services and business processes including, their specific business area, the issues and technical skills required to support the area.
+ May perform other duties as assigned.
**Job Specifications**
+ Bachelor's degree required or comparable work experience that well prepares or qualifies the individual for the work to be performed. Master's degree a plus
+ Must be CPA eligible or have an active plan to pursue.
+ 0-3 years of accounting experience
+ Demonstrates some knowledge and/or a proven record of success in financial accounting, managerial accounting, taxation, and financial reporting systems including Generally Accepted Accounting Principles and current accounting policies and procedures.
+ Basic understanding of the components of multiple financial statements and how they interact with one other.
+ Detail oriented with good intuitive reasoning.
+ Ability to respond quickly and positively to change.
+ Developing customer service/teamwork skills within job area.
+ Highly motivated individual able to take direction from managers and developing skills to solve problems with little guidance from managers.
+ Strong project management skills, including ability to prioritize work while working on multiple projects keeping track of and meeting due dates.
+ Demonstrate strong oral and written communication skills, analytical and interpersonal skills, and ability to interact in an effective manner with all levels of personnel.
+ Intermediate EXCEL Skills
+ General ledger systems and reporting tools experience preferred.
+ Proficient in Word and PowerPoint
+ Exhibit customer service skills in working with functional area team and other resources to complete assigned work.
#LI-AF1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
$45,600.00-$86,200.00
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum

When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Performance Based Incentive Plans
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning.
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
This position performs intermediate-level accounting and financial analysis specializing in an accounting-focused area of Finance. The position will provide accounting and financial analyses working individually or with others that serve to inform and ground business decisions. Responsibilities may include leadership and/or participation in the development of, implementation of, and adherence to accounting/financial procedures that will improve operations, consistency, controls, process efficiency, and effectiveness of the functional area.
**Principal Duties and Responsibilities**
+ Responsible for basic to intermediate analysis and reporting of financial transactions in accordance with US GAAP, UK GAAP, IFRS, and Statutory accounting standards.
+ Prepares, records, analyzes, and reports accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accounting policies and principals.
+ Prepares and distributes periodic financial statements for various governmental and/or regulatory agencies such as NAIC, SEC, or State Insurance Regulators.
+ Conducts research regarding the impact to financial statements of potential changes to accounting rules proposed by accounting standards setters.
+ Develops, implements, and communicates to management on new policies and processes to comply with newly issues accounting standards.
+ Assist with implementation of timely, cost-effective planning strategies designed to create value and enhance the Company's worldwide financial position.
+ Participate in regular monthly, quarterly, and annual financial cycle.
+ Prepare, verify, reconcile, and balance accounts related to the specific financial area to maintain control and accuracy over accounting and reporting by identifying discrepancies and their cause and recommendations for corrective action.
+ Prepare more complex accounting and financial analysis for designated area and routine reports for manager.
+ Assist with tax controversies and notices, by responding to information requests, preparing workpapers, gathering other supporting documentation, and corresponding to exam agents to support the company's tax position.
+ Act as liaison with Treasury when sending quarterly federal and state cash payments to various government agencies, ensuring proper approvals are obtained and payments are made on a timely manner.
+ Demonstrate understanding of analysis by applying knowledge and anticipating issues and demonstrate ownership of assigned tasks or processes.
+ Make recommendations regarding the process of creating the assigned complex analytics as well as recommendations regarding the results of the analytics.
+ Maintain various systems and data assets that support the specific financial areas (e.g., accounting, planning, and administrative systems). Assumes ownership of the data in the system or assets related to the assigned analysis.
+ Partner with business areas to provide requested accounting/tax research, analysis, information, and data.
+ Maintain a specialized working knowledge in assigned tasks and analysis of Unum's products, services and business processes including, their specific business area, the issues and technical skills required to support the area.
+ May perform other duties as assigned.
**Job Specifications**
+ Bachelor's degree required or comparable work experience that well prepares or qualifies the individual for the work to be performed. Master's degree a plus
+ Must be CPA eligible or have an active plan to pursue.
+ 0-3 years of accounting experience
+ Demonstrates some knowledge and/or a proven record of success in financial accounting, managerial accounting, taxation, and financial reporting systems including Generally Accepted Accounting Principles and current accounting policies and procedures.
+ Basic understanding of the components of multiple financial statements and how they interact with one other.
+ Detail oriented with good intuitive reasoning.
+ Ability to respond quickly and positively to change.
+ Developing customer service/teamwork skills within job area.
+ Highly motivated individual able to take direction from managers and developing skills to solve problems with little guidance from managers.
+ Strong project management skills, including ability to prioritize work while working on multiple projects keeping track of and meeting due dates.
+ Demonstrate strong oral and written communication skills, analytical and interpersonal skills, and ability to interact in an effective manner with all levels of personnel.
+ Intermediate EXCEL Skills
+ General ledger systems and reporting tools experience preferred.
+ Proficient in Word and PowerPoint
+ Exhibit customer service skills in working with functional area team and other resources to complete assigned work.
#LI-AF1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
$45,600.00-$86,200.00
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum