Investment Accountant

Applied Underwriters; Tampa (FL); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

100% employer-paid medical, dental, &

401(k) with company match

Paid time off and holidays

On-site pharmacy and wellness programs

Life, disability & other insurance

Employee assistance program

Tuition reimbursement

Fitness reimbursement

Résumé du poste

Applied Underwriters in Tampa, FL is seeking an Investment Accountant to support accounting and reporting for our investment portfolio. The role involves preparing journal entries, completing reconciliations, and delivering timely GAAP-compliant financial statements.

You will collaborate with finance teams, ensure statutory requirements, and contribute to process improvements and technology implementations.

Qualifications

• Bachelor’s degree in accounting or finance.
• Experience with GAAP and statutory accounting.
• Proficient in Microsoft Office with advanced Excel skills.
• Experience in insurance accounting or investment reporting is a plus.

Responsabilités

• Support accounting and reporting for the investment portfolio.
• Prepare journal entries and complete account reconciliations.
• Deliver accurate, timely financial reporting in GAAP and statutory compliance.
• Contribute to process improvements and technology implementations.

Connaissances

Advanced Excel

GAAP experience

Internal controls

Process improvement

Formation

Bachelor's degree in accounting or finance

Description du poste

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

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.