Controller

Atlantic Group; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

Atlantic Group in New York seeks an experienced Investment Controller to lead accounting, reporting, and financial oversight across a large insurance investment platform. You will oversee investment accounting across U.S.

GAAP, Statutory, and Tax reporting bases while partnering with senior Finance, Investment, Actuarial, and Risk leadership on portfolio analytics. The role focuses on monthly, quarterly, and annual closes, NAIC reporting, KPI/KRI reporting, and development of performance

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field is required.
• CPA strongly preferred for the role.
• 10+ years of investment accounting or related experience in insurance or asset management.

Responsibilities

• Lead monthly, quarterly, and annual investment accounting close processes.
• Oversee investment accounting, controls, reconciliations, and reporting.
• Manage NAIC reporting, KPI/KRI reporting, and other investment reporting.
• Provide oversight of credit and valuation accounting and impairment analysis.
• Partner with CFO, CIO, Actuarial, and Risk teams on forecasts and capital planning.

Skills

U.S. GAAP knowledge

NAIC reporting

Portfolio analytics

Financial forecasting

Risk management collaboration

Education

Bachelor's degree in Accounting, Finance, or related field

CPA strongly preferred

Job description

Where: 20b+ alternative fund with an insurance division

Location: Mid Town NYC

Looking for: 10+ years from public accounting or public/private with insurance experience

We are seeking an experienced Investment Controller to lead accounting, reporting, and financial oversight across a large and complex insurance investment platform. This individual will oversee investment accounting across multiple bases of accounting while partnering closely with senior Finance, Investment, Actuarial, and Risk leadership on portfolio analytics, forecasting, capital planning, and new investment activity.

• Lead monthly, quarterly, and annual investment accounting close processes across U.S. GAAP, Statutory (STAT), and Tax reporting bases
• Oversee investment accounting, controls, reconciliations, and reporting across a diversified portfolio spanning public and private credit, alternatives, structured products, and ABS
• Manage NAIC reporting, KPI/KRI reporting, and other internal and external investment reporting requirements

Credit, Valuation & Insurance Accounting

• Provide oversight of credit and valuation accounting, including FAS 91, CECL, AVR, IMR, watchlist, and impairment analysis
• Ensure accurate measurement, classification, valuation, and reporting of investment assets in accordance with applicable accounting and regulatory standards
• Partner with investment and risk teams to evaluate credit exposures, valuation considerations, and potential impairment events
• Partner with the CFO, CIO, Actuarial, and Risk teams to develop investment forecasts and scenario analyses supporting capital planning and broader strategic decisions
• Deliver portfolio analytics covering duration, spread exposure, liquidity, credit risk, and other key investment metrics to support ALM and liability-driven investment considerations
• Develop performance and risk analytics across public investments, private credit, alternatives, and structured products, including performance attribution and risk-adjusted return analysis

New Investments & Strategic Initiatives

• Serve as a senior Finance lead for the onboarding of new investments, strategies, and asset classes
• Participate in investment due diligence, evaluating accounting treatment, reporting requirements, operational considerations, and potential Risk-Based Capital (RBC) impact
• Partner with investment teams and senior leadership to ensure new transactions can be effectively integrated into the firm's accounting, reporting, and control environment

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA strongly preferred
• 10+ years of investment accounting, financial reporting, controllership, or related experience within the insurance or asset management industry
• Strong knowledge of U.S. GAAP, Statutory accounting, NAIC reporting, and insurance investment accounting
• Deep understanding of fixed income and credit investments, with exposure to private credit, structured products, alternatives, and other complex asset classes
• Experience with CECL, FAS 91, AVR, IMR, impairment analysis, and RBC considerations
• Strong analytical capabilities with experience translating portfolio and financial data into insights for senior management
• Demonstrated ability to partner effectively with Finance, Investments, Actuarial, Risk, and other senior stakeholders