Director, Investment Accounting

Alpine Solutions Group; Durham (NC); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Alpine Solutions Group seeks a Director of Insurance Investment Accounting in a hybrid role based in Durham, NC. The role leads the accounting and reporting of a growing investment portfolio, ensuring accuracy and timeliness across monthly and quarterly cycles with hands-on leadership.

The ideal candidate has 10+ years in accounting, insurance or financial services, NAIC knowledge, and CPA or Master’s degree.

Qualifications

• 10+ years in accounting and reporting roles, with Insurance or Financial Services background.
• Experience with insurance stat reporting and complexities of schedules.
• Knowledge of investment footnotes, Yellow books/Blue books.
• Must have manager level or higher with direct reports.
• Experience putting together reporting schedules and working with the General Ledger.
• Strong finance transformation skills: automation and close-process improvements.
• Experience overseeing the close process as a manager.
• NAIC knowledge is a plus.

Responsibilities

• Lead and oversee the monthly investment accounting close process, ensuring deadlines are met.
• Review investment-related components of quarterly financial statements (GAAP, statutory reporting, regulatory filings).
• Drive process improvements to reporting quality, efficiency, automation, and scalability.
• Manage and develop a team of investment accounting professionals (7).
• Collaborate with Investments, Treasury, Financial Reporting, and external service providers.
• Resolve accounting and reporting issues and support onboarding of new investments.

Skills

Advanced Excel

Investment reporting

Insurance industry knowledge

Management experience

GAAP & statutory reporting

Education

CPA or Master's Degree

Tools

General ledger

Job description

• 10+ years of accounting and reporting roles - coming from Insurance or Financial Services
• Solid technology skills including advanced Excel
• Two backgrounds they could have:

Insurance reporting and investment reporting experience:

(Insurance reporting- someone who has been assistant controller for insurance company that has insurance stat reporting experience complexities of schedules, stat reporting)

OR

Investment reporting background from either financial services industry or insurance industry (e.g., fixed income, derivatives, alternatives, or statutory investment accounting)

• knowledge of: Investment footnotes, Yellow books/Blue books
• Manager level or higher, need true management experience managing direct reports
• Put together reporting schedules
• Experience with General ledger
• Strong with finance transformation- automation and improving the close process
• Experience overseeing the close process /been involved as manager in close process

PLUS:

• NAIC knowledge
• CPA or Master's Degree

DAY TO DAY:

Our client, a fast growing insurance company, is seeking a Director of Insurance Investment Accounting to join their team. This role is hybrid onsite in Durham, NC. In this Director-level Investment Accounting role, you will provide leadership and oversight for the accounting and reporting of a complex and growing investment portfolio. The position will play a key role in ensuring the accuracy, completeness, and timeliness of investment accounting activities while helping the team effectively manage the monthly and quarterly reporting cycles. This Director will manage a team of 7 investment accounting professionals.

You will take a hands‑on leadership role in the monthly investment accounting close process, overseeing activities and ensuring deadlines are consistently met. You will also review investment‑related components of quarterly financial statements, including U.S. GAAP, statutory reporting, and other regulatory or compliance filings. A strong focus on process improvement will be important, with an emphasis on identifying ways to improve reporting quality, efficiency, automation, and scalability as the organization continues to grow.

The role will work closely with internal teams across Investments, Treasury, Financial Reporting, and other business functions, as well as external investment accounting and asset management service providers. You will help resolve accounting and reporting issues, support the onboarding and accounting treatment of new investment transactions, and strengthen processes and controls across the function.

In addition to technical and operational responsibilities, this individual will provide leadership, coaching, and professional development to investment accounting team members. The ideal candidate will bring a continuous‑improvement mindset and be comfortable balancing hands‑on accounting expertise with team leadership, cross‑functional collaboration, and process transformation.