Investment Accountant

Applied-Underwriters-2; Omaha (NE); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

100% employer-paid medical, dental, &

vision insurance for employees

401(k) with 4% company match

Paid time off and paid holidays

On-site pharmacy (Promesa)

Life, disability, critical illness & }

Employee Assistance Program (EAP)

Pre-tax Flexible Spending Accounts for

Tuition reimbursement

Fitness reimbursement

Job summary

Applied Underwriters, headquartered in Omaha, NE, seeks an Investment Accountant to support accounting and reporting for the investment portfolio. The role prepares journal entries, reconciliations, and timely GAAP/statutory financial reports, while contributing to process improvements and technology implementations.

The position offers comprehensive benefits and a salary range of $65,000–$75,000 per year. The company emphasizes mentorship, paid training, and a culture that rewards initiative

Qualifications

• Bachelor’s degree in accounting or finance.
• Experience in insurance accounting, investment reporting, internal controls, or process improvement.
• Experience with GAAP and statutory accounting.
• Proficient in Microsoft Office, with advanced Excel skills.

Responsibilities

• Supports accounting and reporting for the investment portfolio.
• Prepares journal entries and completes account reconciliations.
• Delivers accurate, timely financial reporting in GAAP/statutory compliance.
• Contributes to process improvements and technology implementations.

Skills

Insurance accounting

Investment reporting

Internal controls

Process improvement

Education

Bachelor’s degree in accounting or finance

Tools

Excel

Microsoft Office

Job description

Embark on a rewarding career journey at Applied Underwriters, where employees have been at the heart of our success story for more than 30 years. Headquartered in Omaha, NE, our company thrives on innovation and empowers our employees to shape the future of global risk services. Join a team where your ideas are valued and your talents are nurtured with formal, paid training and mentorship. Experience a workplace culture that celebrates initiative, recognizes results, and provides outstanding benefits that allow you to focus on achieving your full potential.

The Investment Accountant supports the accounting and reporting for our investment portfolio. The role prepares journal entries, completes account reconciliations, and helps deliver accurate, timely financial reporting in compliance with GAAP and statutory requirements. The Investment Accountant also contributes to process improvements and technology implementations.

Requirements:

• Bachelor’s degree in accounting or finance.
• Experience in insurance accounting, investment reporting, internal controls, or process improvement.
• Experience with GAAP and statutory accounting.
• Proficient in Microsoft Office, with advanced Excel skills.

Our Benefits Include:

• 100% employer-paid medical, dental, and vision insurance for employees.
• 401(k) plan with 100% immediate vesting and a 4% company match.
• Paid time off (PTO) and paid holidays.
• On-site pharmacy, Promesa, provides convenient prescription delivery directly to you.
• Life, disability, critical illness and accident insurance.
• Employee Assistance Program (EAP).
• Pre-tax Flexible Spending Accounts for health, dependent care, and commuter-related expenses.
• Tuition reimbursement.
• Fitness reimbursement and various additional quality-of-life benefits.

$65,000 - $75,000 a year

Applied Underwriters is a global risk services firm helping business and people manage uncertainty through its business services, insurance, and reinsurance solutions. As a company, we truly operate differently within our business sector. Applied Underwriters has one of the highest customer retention rates in the industry - a success directly attributed to our employees and their high level of commitment, hard work, and ambition.