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Investment Accounting & Financial Reporting Manager

fully flexible
Remote: 
Full Remote
Contract: 
Salary: 
100 - 167K yearly
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

BA/BS in Accounting or Finance, Minimum 5 years relevant work experience, 3 years supervisory experience required, Experience with investment accounting preferred, CPA or CMA preferred.

Key responsabilities:

  • Guide a team of Investment Accounting professionals
  • Lead execution of daily financial activities
  • Manage and coach team members directly
  • Collaborate with Investment Management and reporting teams
  • Drive process improvements and ensure customer service
Symetra logo
Symetra Insurance Large https://www.symetra.com/
1001 - 5000 Employees
See more Symetra offers

Job description

Symetra has an exciting new opportunity to join us as a Manager of Finance on the Investment Accounting Team!

About The Role

Symetra's Investment Accounting team is looking to add a new manager with a focus on investment accounting for our diversified portfolio. We are looking for an individual with strong technical skills and asset knowledge as well as superior communication, people management and coaching abilities.

As the Manager of Finance, you will be working with a diverse investment portfolio including bonds, stocks, mortgage loans, derivatives, hedge funds, limited partnerships and tax credits and working closely with Symetra's asset managers, Investment Operations, Investment Reporting as well as reporting teams and policy research specialists to ensure accurate understanding of assets and their financial presentation and disclosure requirements. You will be a part of a team with other investment accounting professionals and will provide management and coaching to their direct reports as well as others on the team.

What You'll Do In This Role

  • Provide guidance to a team of diverse Investment Accounting professionals with varying asset knowledge and experience related to multiple asset types, projects and process improvements.
  • Lead the team to execute the day-to-day financial activities and ensure timely and accurate completion of deliverables
  • Manage several individuals directly and provide 1-on-1 customized coaching.
  • Work regularly with our Investment Management team to understand new assets and investments and ensure the applicable accounting is implemented.
  • Ongoing partnership with the reporting teams ensuring reporting and disclosures are accurate and all queries are being appropriately addressed.
  • Serve as a finance expert to Symetra management in their areas of expertise and apply understanding of the organization's key business processes to effectively drive operational and systems effectiveness
  • Drive process improvements and fosters strong customer service orientation
  • Ad hoc requests and projects

What We Offer You

“If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work.” Cris H. - AVP Internal Sales, Training and Development

“Symetra is inclusive of all employees regardless of their personal differences.” Darrell J. - Actuary III

“Symetra values learning. Symetra has so many resources - whether that is the Student of the Business courses, sponsorship of professional certifications, or just individual employees being so willing to teach and answer questions.” Felicia D. - Financial Reporting Lead Senior Analyst

Benefits And Perks

We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

  • Flexible full-time or hybrid telecommuting arrangements
  • Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
  • Paid time away including vacation and sick time, flex days and ten paid holidays
  • Give back to your community and double your impact through our company matching

Want more details? Check out our Symetra Benefits Overview

Compensation

Salary Range: $100,300 - $167,100 plus eligibility for the company annual bonus program.

Who You Are

  • High School Diploma, required
  • BA/BS in Accounting or Finance
  • Minimum of 5 years of relevant work experience, including a minimum of 3 years supervisory experience leading individuals in meeting their deliverables
  • Experience working with investments, preferably in investment accounting, reporting or operations required
  • Experience working with hedge funds, private equities and/or derivatives preferred
  • Experience in Financial Services industry preferred
  • Experience with GAAP and STAT accounting and reporting preferred
  • CPA or CMA preferred
  • Robust communication skills and the ability to explain complex policies and accounting concepts to your team members, peers in other departments as well as management
  • Strong coaching abilities and a history of successful coaching and mentoring of others
  • A history of being a successful team member and team player
  • Ability to work a flexible schedule, as the need arises (month, quarter and year-ends, ad hoc)
  • Some minimal travel required.

Travel

  • Required Training & Professional Development All newly hired people leaders with direct reports are required to complete a comprehensive leadership development program within their first year. This program includes both virtual and in-person training. The in-person sessions will take place at Symetra’s corporate headquarters in Bellevue, Washington. Symetra covers all travel and accommodation expenses.
  • Reasonable Accommodations Symetra is committed to providing equitable access to all job-related responsibilities, including required travel. If reasonable accommodations are needed for travel, Symetra’s HR department will work to provide appropriate solutions in alignment with individual needs and company policies.

We empower inclusion.

At Symetra, we aspire to be the most inclusive insurance company in the country. We’re building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.

We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.

Creating a world where more people have access to financial freedom.

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we’re guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they’re buying, and we design products—and operate our company—to stand the test of time. We’re committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.

For more information about our careers visit: https://symetra.eightfold.ai/careers

Work Authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.

#REMOTE

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Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Coaching
  • Team Management
  • Verbal Communication Skills

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