AVP, Accounting Policy and Investments

WhatJobs; Fully; Vor Ort; CHF 120’000 - 180’000; Vollzeit

Zusammenfassung

A leading insurance group's subsidiary seeks an Assistant Vice President for Accounting Policy and Investments, responsible for leading technical research and engaging with senior leadership. This role offers leadership opportunities and requires a strong background in investments and accounting principles, with a CPA or CFA preferred.

Qualifikationen

• Strong background in investments and technical accounting research.
• Exceptional communication skills with senior leadership.
• Experience in insurance industry preferred.

Aufgaben

• Lead technical research, analysis, and documentation for financial instruments.
• Collaborate with cross-functional teams on new accounting standards.
• Liaise with auditors to resolve technical accounting issues.

Kenntnisse

Accounting Policy

Investments

GAAP

STAT

Technical Research

Technical Writing

Ausbildung

CPA

CFA

Jobbeschreibung

This Life / Annuity carrier has a long history and was recently capitalized by private equity / a large asset manager. Given the number of changes within the insurance / investments space (i.e. the NAIC Bond project), the move towards investments outside of traditional fixed income and the increased interaction between the insurance executive team and the private equity investors, there's a need for a strong Accounting Policy professional who can speak the language of insurance to the private equity investors and who can speak the language of investments when communicating to the insurance finance team. So, a skill set around : Accounting Policy; Investments; GAAP / STAT and an ability to drive good accounting policy into the fabric of the finance organization is needed for a role that will be highly visible with both insurance executive team as well as with the private equity / asset management teams. Good foundational role that will lead to other opportunities within this carrier and within the industry itself. CPA or CFA backed up with public accounting experience is needed on this one.

The Scope And The Carrier

Client is a leading insurance group with a strong presence in the life insurance and annuity sectors, managing a substantial portfolio of assets and operating across multiple U.S. locations. The organization is backed by a long-term growth strategy, combining financial strength with a commitment to delivering reliable solutions to policyholders. This role provides the opportunity to work in a collaborative and dynamic environment, focusing on innovation and professional development.

The Assistant Vice President, Accounting Policy and Investments leads technical research, analysis, and documentation for the investment portfolio and financial instruments, requiring expertise in accounting research, technical writing, and U.S. GAAP and Statutory Accounting Principles (STAT) as applied to various investment structures. Preferred candidates will have insurance industry experience and collaborate with senior leadership and cross-functional teams, including Financial Reporting, Corporate Accounting, Actuarial, Legal, and Investments, to implement new accounting standards and address complex transactions. The role also serves as a liaison with internal and external auditors to resolve technical accounting issues and navigate regulatory changes.

The ideal candidate possesses a strong background in investments and technical accounting research and writing and should excel in engaging with senior leadership, confidently articulating research and insights. While this role currently has no direct reports, it offers leadership opportunities through cross-team collaboration, spearheading special projects, and presenting findings to senior management. A CPA or CFA certification is required. Fuller description is available.