Head of Investment Accounting

Oliver James; United States; A distancia; USD 180.000 - 240.000; Jornada completa

Descripción de la vacante

Oliver James Group is seeking a seasoned Head of Investment Accounting to lead daily investment accounting, close cycles, and reporting across complex asset portfolios. This role requires deep US GAAP/STAT expertise for life/annuity products and investments, and partnership with senior leadership to drive platform enhancements.

The position offers 100% remote work with occasional travel to San Francisco and Los Angeles, aligning with West Coast time zones and PST work hours.

Formación

• 10+ years in life/annuity or P&C insurance accounting or Big Four insurance practice.
• Deep mastery of US GAAP and STAT frameworks for life/annuity products and complex investments.
• Bachelor's degree plus CPA, CA, or equivalent designation; Clearwater experience preferred.
• Remote work with periodic travel to SF/LA as needed.

Responsabilidades

• Lead daily investment accounting, monthly closes, and reporting across complex asset portfolios.
• Collaborate with CIO, CFO, and asset managers across asset classes including real estate, derivatives.
• Oversee system transformation of investment accounting platforms and ledger architectures.
• Support M&A, reinsurance transactions and onboarding of acquired portfolios.
• Chair or support the Asset Pricing Policy Committee and coordinate external audits/regulatory exams.

Conocimientos

Investment accounting

Leadership

US GAAP

Financial reporting

Educación

Bachelor's degree

CPA/CA or equivalent

Herramientas

Clearwater

Descripción del empleo

Head of Investment Accounting

Location: 100% Remote (West Coast preferred; occasional travel to San Francisco & Los Angeles). Candidates preferably should be based in MST or PST time zones.

Working hours: PST

Type: Full-Time, Permanent

The Opportunity

We are partnering with a highly capitalized, rapidly expanding global financial services and insurance carrier executing a major U.S. transformation. Backed by a world-leading financial institution, the firm is building out a premier national platform following multi-billion-dollar acquisitions, portfolio integrations, and an expanded annuity and pension risk transfer footprint.

Key Responsibilities

• Investment Operations & Reporting: Lead daily investment accounting, monthly closes, and STAT, GAAP, and management reporting across complex asset portfolios.


• Portfolio Scaling: Partner with the CIO, CFO, and asset managers to support diverse asset classes, including private credit, alternatives, structured products, real estate, and derivatives.


• System Transformation: Implement and optimize investment accounting platforms and ledger architectures.


• M&A & Reinsurance Integration: Support reinsurance transactions, capital initiatives, and the onboarding of acquired investment portfolios.


• Governance & Leadership: Chair/support the Asset Pricing Policy Committee, manage external audit/regulatory exams (Schedules BA, D, DB), and align cross-functional teams (FP&A, Actuarial, Treasury).

Qualifications

• Experience: 10+ years in life/annuity or P&C insurance industry accounting or Big Four insurance practice.


• Technical Skills: Deep mastery of US GAAP and STAT frameworks for life/annuity products and complex investments.


• Systems & Credentials: Hands-on experience with modern investment accounting software (Clearwater preferred); Bachelor's degree plus CPA, CA, or equivalent designation.


• Location: 100% Remote with periodic travel to SF and LA as needed.