Financial Reporting Analyst I

American Equity; West Des Moines (IA); On-site; USD 60,000 - 80,000; Full time

Job summary

American Equity is seeking a Financial Reporting Analyst I to support the quarterly close, prepare SEC filings, and collaborate with external auditors. The role emphasizes proficiency with Workiva, Excel, and SAP within a life insurance/annuity context.

Ideal candidates hold a bachelor’s degree in accounting or finance, with internship exposure; insurance knowledge is a plus. This on-site role offers growth in a dynamic Accounting function oriented toward strategy and performance.

Qualifications

• Bachelor’s degree in accounting/finance or equivalent combination of education/experience.
• Strong learning aptitude.
• Prior accounting or finance intern experience beneficial.
• Insurance or annuity experience a plus.
• Experience with MS Excel and SEC filings is a plus.

Responsibilities

• Assists with quarterly financial statement close process across the Company.
• Prepares and reviews reconciliations as part of quarterly close process.
• Prepares and reviews key financial statement analysis files as part of quarterly close process.
• Contributes to process improvements for the financial statement close process.
• Prepares/reviews Form 10-Q, Form 10-K and other SEC filings using Workiva.
• Works with external auditors on reviews and audits.
• Assists with preparation of proxy statement.

Skills

Excel

Workiva

XBRL

Financial analysis

Communication

SEC filings

Education

Bachelor's degree in accounting/finance

Tools

SAP

Access

Job description

About the job

American Equity is seeking highly talented ambitious financial and accounting professionals interested in joining a dynamic Accounting function that contributes to Company strategy and sustainable business performance.

General Purpose Of The Job

The Financial Reporting Analyst I is responsible for assisting with the quarterly financial statement close process and preparation and review of quarterly and annual financial statements and other presentations. The incumbent assists with the preparation and review of various SEC filings, assists with the financial close process, works closely with our external auditors on various audits, and participates in actuarial and other related discussions.

Essential Duties And Responsibilities

• Assists with quarterly financial statement close process across the Company.
• Prepares and reviews various reconciliations as part of quarterly close process.
• Prepares and reviews key financial statement analysis files as part of quarterly close process.
• Contributes to process improvement initiatives for financial statement close process.
• Prepares and/or reviews Form 10-Q, Form 10-k and other SEC filings and presentations using Workiva.
• Works directly with external auditors on various reviews and audits.
• Assists with preparation of proxy statement.
• Performs other related work as assigned.

Supervisory Responsibilities

None

Direct Reports

None

Education And/Or Experience

Bachelor’s degree from a four-year credited college or university in accounting, finance or related field of study; or equivalent combination of education and/or experience. Strong learning aptitude. Prior accounting or finance intern experience beneficial. Insurance or annuity experience a plus.

Other Relevant Experience Is As Follows

Financial Reporting

• Prior experience and proficiency with MS Excel.
• Experience working with Form 10-K, Form 10-Q, XBRL and other forms and exhibits filed with the SEC.
• Enterprise ledger system experience, e.g., SAP

Knowledge, Skills And Abilities

• Knowledge of the life and annuity insurance industry, including products issued, operating activities performed across the entity, and the regulatory environment.
• Broad understanding of financial statement accounts of a life and annuity company, including investment and actuarial balances.
• Knowledge of applicable SEC financial reporting rules and regulations.
• Ability to apply prior knowledge and experience working in Workiva ,Excel and Access to performance goals.
• Ability to update financial data to adhere to new XBRL taxonomies.
• Ability to successfully handle pressure and meet tight deadlines in a fast-paced work environment.
• Ability to multi-task and effectively prioritize work to meet tight quarter-end deadlines, ensuring all tasks are completed on time.
• Strong verbal and written communication skills.
• Ability to establish effective working relationships with internal and external parties at all levels.
• Strong attention to numeric and other detail; ability to work with mathematical concepts and apply to practical situations.
• Strong systems aptitude.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.

At American Equity, our core values—Empowered, Passion, Integrity, and Caring—are more than words. They guide how we support one another and how we serve our clients every day. To learn more about American Equity, our culture, and our values, visit the Careers site.

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