Investment Accountant

symetraexternal; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

Symetra is seeking a Financial Reporting Analyst within Investment Accounting and Reporting to support investment accounting, financial close, regulatory reporting, and data governance. You will help ensure GAAP and Statutory reporting accuracy across bonds, equities, mortgages, derivatives, and other investments, partnering with Accounting, Investments, and Technology.

In this role you will steward investment accounting data, drive data quality, reconcile information, and identify process

Qualifications

• Bachelor's degree in Accounting or related field required.
• CPA or progress toward CPA preferred.
• Relevant work experience in public accounting, insurance or finance preferred.
• Strong understanding of GAAP accounting principles; Statutory accounting knowledge preferred.
• Experience with financial close, reconciliations, account analysis, and internal controls.
• Demonstrated ability to research and document technical accounting matters.

Responsibilities

• Participate in monthly, quarterly, and annual accounting close processes, including preparation of journal entries, account reconciliations, accruals, and supporting analyses.
• Research, document, and resolve accounting issues related to a diverse investment portfolio, including fixed income securities, equities, mortgage loans, derivatives, alternative investments, and tax credit structures.
• Support GAAP and Statutory financial reporting processes, including preparation of disclosures, schedules, variance analyses, and management reporting deliverables.
• Maintain strong internal controls and support internal and external audit requests, regulatory examinations, and accounting policy compliance initiatives.
• Serve as a steward of investment accounting data by monitoring data quality, performing reconciliations and validation activities, and ensuring the accuracy and completeness of information used in financial reporting and decision-making.
• Partner with Accounting, Investments, Finance, Technology, and external service providers to resolve accounting, operational, and data-related issues and improve end-to-end processes.
• Identify opportunities for automation, standardization, and process improvement, helping enhance the efficiency, scalability, and control environment of the investment accounting function.
• Support business initiatives, system implementations, reporting enhancements, and data governance framework, including documentation of business processes, controls, and reporting requirements.
• Deliver high-quality work products with strong attention to detail, professional judgment, and a commitment to continuous improvement.

Skills

Analytical skills

Problem-solving

Communication skills

Data governance knowledge

Process improvement

Team collaboration

Adaptability

Education

BA/BS in Accounting or related field

CPA candidate preferred

Job description

Symetra has an exciting new opportunity to join us as a Financial Reporting Analyst in Investment Accounting and Reporting!

About this Role

Symetra's Investment Accounting department is seeking a Financial Reporting Analyst to support investment accounting, financial close, regulatory reporting, and financial data governance activities. This role will play a key part in ensuring the accuracy, completeness, and integrity of investment accounting records across a diverse portfolio including bonds, equities, mortgage loans, derivatives, hedge funds, limited partnerships, and tax credit investments. The position will partner closely with Accounting, Finance, Actuarial, FP&A, Investments, Technology, and third-party service providers to support timely close processes, maintain strong financial controls, and deliver accurate GAAP and Statutory reporting.

In addition to financial reporting responsibilities, this role will serve as a steward of investment accounting data, helping drive data quality, reconciliation, process automation, and continuous improvement initiatives across the organization.

Your Responsibilities

• Participate in monthly, quarterly, and annual accounting close processes, including preparation of journal entries, account reconciliations, accruals, and supporting analyses
• Research, document, and resolve accounting issues related to a diverse investment portfolio, including fixed income securities, equities, mortgage loans, derivatives, alternative investments, and tax credit structures
• Support GAAP and Statutory financial reporting processes, including preparation of disclosures, schedules, variance analyses, and management reporting deliverables
• Maintain strong internal controls and support internal and external audit requests, regulatory examinations, and accounting policy compliance initiatives
• Serve as a steward of investment accounting data by monitoring data quality, performing reconciliations and validation activities, and ensuring the accuracy and completeness of information used in financial reporting and decision-making
• Partner with Accounting, Investments, Finance, Technology, and external service providers to resolve accounting, operational, and data-related issues and improve end-to-end processes
• Identify opportunities for automation, standardization, and process improvement, helping enhance the efficiency, scalability, and control environment of the investment accounting function
• Support business initiatives, system implementations, reporting enhancements, and data governance framework, including documentation of business processes, controls, and reporting requirements
• Deliver high-quality work products with strong attention to detail, professional judgment, and a commitment to continuous improvement

Requirements

• BA/BS in Accounting or related field
• CPA or progress toward CPA preferred
• Relevant work experience in public accounting, insurance or finance preferred
• Strong understanding of GAAP accounting principles; Statutory accounting knowledge preferred
• Experience with financial close, reconciliations, account analysis, and internal controls
• Demonstrated ability to research and document technical accounting matters
• Ability to work and succeed in a fast-paced environment
• Strong process improvement skills and the ability to "think outside the box"
• Knowledge of financial data governance, data quality management, or reporting controls preferred
• Strong analytical and problem-solving skills with the ability to identify root causes and implement sustainable solutions
• Highly motivated with a strong desire to exceed expectations, and work in a challenging and fast-paced work environment
• Desire to work with a team where growth and improvement are encouraged and supported
• Proven ability to interact effectively and communicate complex investment accounting guidelines and policies in an understandable manner to various levels staff, and external vendors
• Goal-oriented with a track record of task and project completion.
• Ability to work a flexible schedule, as the need arises (quarter and year-ends, ad hoc projects)

We empower inclusion

At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute.

Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.

Creating a world where more people have access to financial freedom

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.

For more information about our careers visit: https://symetra.eightfold.ai/careers

Work Authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.

Please review Symetra's Remote Network Minimum Requirements:

As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:

• Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
• Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
• Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.

When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above.

Identity Verification

Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.

Failure to comply with verification procedures may result in:

• Disqualification from the recruitment process
• Withdrawal of a job offer
• Termination of employment and other criminal and/or civil remedies, if fraud is discovered