Associate Director I Investment Accounting & Reporting

Veracity Ventures Inc.; Jersey City (NJ); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Veracity Ventures Inc. is seeking an Investment Accounting & Reporting Associate Director in Parsippany, NJ. Hybrid schedule with in-office 3 days per week and flexible remote days.

The role requires 5+ years in investment accounting or finance, strong knowledge of US GAAP, NAIC, and US tax principles, and experience with SAP/SAP BW, Power BI, Excel, and automation.

Qualifications

• US GAAP and NAIC statutory accounting experience.
• Experience in investment accounting or finance functions.
• Strong analytical and communication skills.

Responsibilities

• Manage investment accounting and reporting processes.
• Support audits and collaborate with Finance, Investment Management, and Operations.
• Drive process improvements and automation where possible.

Skills

US GAAP

NAIC statutory accounting

US Tax accounting

Investment accounting

Financial reporting

Analytical thinking

Problem solving

Communication

Deadline management

Stakeholder management

Automation technologies

Power BI

Excel

Power Automate

Python

Education

Bachelor’s degree in Investment Accounting/Finance

CPA

CA

ACCA

CFA

Tools

SAP

SAP BW

Tableau

Job description

Investment Accounting & Reporting Associate Director

Location: Parsippany, New Jersey, United States

Work Arrangement: Hybrid – 3 days per week in the office, with flexible work-from-home days

Employment Type: Full-Time, Permanent

Required Qualifications

• Bachelor’s degree in Investment Accounting, Finance, or a related field, with 5 or more years of relevant experience; OR
• High school diploma or equivalent, with 7–10+ years of experience in investment accounting or finance.
• Demonstrated knowledge and practical application of:
  • US GAAP accounting principles.
  • US Statutory Accounting and NAIC requirements.
  • US Tax accounting principles.
• Experience in investment accounting, financial reporting, or a closely related finance function.
• Ability to analyze complex accounting issues, investigate discrepancies, and implement corrective actions.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent written and verbal communication skills.
• Ability to manage competing priorities and meet close and reporting deadlines.

Preferred Qualifications

• Professional accounting designation such as CPA, CA, ACCA, or equivalent.
• At least 2 years of post-qualification accounting or investment accounting experience.
• Public accounting experience.
• CFA designation.
• Experience with SAP, SAP BW, or other investment subledger and reporting platforms.
• Strong understanding of investment products, including:
  • Fixed-income securities.
  • Equities.
  • Structured products.
  • Private debt.
  • Alternative investments.
• Experience using advanced Excel, Power BI, Tableau, or other data analytics and business intelligence tools.
• Experience with Power Automate, Python, AI agents, or other automation technologies.
• Experience driving process transformation, reporting improvements, and operational efficiency.
• Ability to influence stakeholders and collaborate across Finance, Investment Management, and Operations.
• Demonstrated interest in emerging technology and its practical application to investment accounting.

Ideal Candidate Profile

The ideal candidate is a technically strong investment accounting professional who combines accounting expertise with analytical thinking, process ownership, and a continuous-improvement mindset.

The candidate should be comfortable working independently, managing complex accounting and reporting matters, supporting audits, and collaborating with multiple business functions. They should also have the ability to coach colleagues while remaining hands-on with technical accounting activities.

Key attributes:

• Strong knowledge of US GAAP, NAIC statutory accounting, and US Tax.
• Practical investment accounting and financial reporting experience.
• Understanding of investment securities and related accounting treatment.
• Experience with month-end close, quarterly reporting, and statutory schedules.
• Strong analytical and data interpretation skills.
• Experience improving processes and implementing automation.
• Excellent stakeholder management and communication skills.
• A proactive approach to problem-solving and risk identification.