Investment Accounting & Financial Reporting Analyst

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 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