Job Description
Position Overview
The Accounting Analyst will perform finance functions including, but not limited to accounting, financial reporting, or analysis with moderate instruction or guidance. In this role, you will utilize general accounting and financial principles and techniques to support various activities within and outside of financial management covering moderately difficult assignments with diverse scope.
We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
- Prepares journal vouchers and accounting classifications, and complete associated account reconciliations
- Participates in processes to ensure accuracy and completeness of financial records
- Prepares and analyzes internal and external ad hoc financial requests
- Interprets financial data and/or results for users and may offer recommendations to management
- Supports internal and external audit requests
- Provides information to support Management, Regulatory, and GAAP reporting
- Keeps apprised of the changing accounting and regulatory landscape through research of technical guidance; assists in documenting and informing management of potential impacts
- Documents business processes and identify controls and deficiencies in business processes
- Identifies, recommends and implements ongoing process improvements
- Applies accounting knowledge to complete:
- Quarterly accruals for insurance companies
- Intercompany accounting and reconciliations between Penn Mutual and affiliates
- Statutory and GAAP consolidation
- Completes regulatory financial filings on a quarterly basis
- Completes annual filings
- Completes state filings as required throughout the year
- Oversees the maintenance of comprehensive checklists for various filing requirements
- Participates on project teams
- Complies with all company and site policies and procedures
- Remains current in profession and industry trends
- Successfully completes regulatory and job training requirements
- Performs various other related duties, assignments and special projects as assigned
Skills And Abilities
- Strong data analysis skills including the ability to work with pivot tables, advanced formulas and modeling
- Ability to effectively communicate and present information (written and verbal) clearly, consistently and accurately
- Strong critical thinking and problem solving skills
- Must be detail-oriented and be able to handle multiple tasks/projects as well as exercise initiative and follow-through to meet deadlines
- Ability to work collaboratively in a team environment
- Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
- Ability to work with others in a collaborative team environment
Education
- Bachelor's Degree in accounting or finance; or equivalent master’s degree Required
- CPA designation is Preferred
Experience
- 2-5 years of related experience Required
- Experience working in broker dealer/financial services accounting Preferred
Base Salary: $60,000 - $81,000
All Penn Mutual Employees Exemplify Our Shared Commitment
Doing what’s right today, together, for the promise of a brighter tomorrow.
The feelings are mutual: Care. Respect. Belonging.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship, age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law. Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.
About The Penn Mutual Life Insurance Company
Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.
For HTK ONLY
About HTK
Hornor, Townsend & Kent, LLC (HTK) is a broker-dealer and registered investment adviser supporting independent financial professionals across the U.S. For more than 50 years, HTK has been the trusted partner supporting financial professionals on their path to success. HTK is committed to offering its financial professionals the independence to build their practice their way through the delivery of a flexible platform, leading solutions and personalized service. Hornor, Townsend & Kent, LLC (HTK) is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Member FINRA/SIPC. Visit www.htk.com.
For PMAM ONLY
About Penn Mutual Asset Management
Penn Mutual Asset Management is a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company. Penn Mutual Asset Management is dedicated to creating value through a prudent, thoughtful, and rigorous investment decision-making process. We tailor our proven approach to generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve each client’s strategy and goals.
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
