Investment Accounting - Staff Accountant I

Security-Benefit-; Overland Park (KS); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Annual bonus

PTO 33 days

Parental leave

401(k) match

Disability insurance

FSAs

Life insurance

Educational assistance

Employee assistance

Job summary

Security Benefit in Overland Park, KS, is seeking a Staff Accountant, Investment Accounting – Accounting Operations, to join a collaborative, agile team. You will assist with day-to-day ledger operations and support close processes.

The ideal candidate has a bachelor’s in accounting or finance, 0–2 years of experience, knowledge of GAAP, and a willingness to pursue CPA designation. This role offers hybrid work options and growth opportunities within a respected industry leader.

Qualifications

• Bachelor’s degree in accounting or finance.
• 0–2 years of accounting experience; investment or corporate accounting a plus.
• CPA candidate or willingness to pursue CPA designation preferred.
• Working knowledge of GAAP.
• ERP experience with PeopleSoft and PAM is a plus.

Responsibilities

• Assist with day-to-day investment ledger operations, including data entry, GL maintenance, and support of entity and account setup processes.
• Support monthly and quarterly close activities, including GL feed preparation, UMB/SST loads, workbook completion, and trial balance re-runs.
• Prepare and maintain cash reconciliations and recon workpapers, including PAM-to-GL and IER-to-Pre-Close tie-outs.
• Assist in the preparation of audit PBC schedules for assigned entities and respond to follow-up inquiries from auditors.
• Support consolidation tagging, journal entry preparation, and portfolio tree compare reviews.
• Perform investment-level data validation, including income, RGL, and holdings reviews, to support close and reporting accuracy.
• Assist with intercompany entries, cash wire scrubs, and other operational tasks.
• Participate in process improvement initiatives and new investment onboarding support.

Skills

Analytical thinking

Attention to detail

Teamwork

Strong communication

Education

Bachelor’s degree in accounting or finance

CPA candidate or willingness to pursue CPA

Tools

PeopleSoft

PAM

Job description

Security Benefit, 6480 Sprint Parkway, Overland Park, Kansas, United States of America

Job Description

Posted Friday, August 28, 2026 at 6:00 AM

We're Looking for an experienced Staff Accountant, Accounting Operations!

About the Company:

Security Benefit is a leader in the U.S. retirement market with more than $75 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®

We’re proud to have been recognized as one of the best in the business:

• Named to Ward’s 50 list of top-performing life-health insurance companies
• Recognized on list of Ingram’s Top 100 Private Companies in the Kansas City area in 2024

About the Role:

As a Staff Accountant, Investment Accounting – Accounting Operations, you’ll be an integral part of a collaborative, agile team. You’ll design, analyze, and implement innovative solutions that drive efficiency and exceed expectations.

The Staff Accountant, Accounting Operations position reports to Andrew Chivington, Senior Manager, and can be based out of Overland Park, Kansas, or remotely for the right candidate. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

• Assist with day-to-day investment ledger operations, including data entry, GL maintenance, and support of entity and account setup processes.
• Support monthly and quarterly close activities, including GL feed preparation, UMB/SST loads, workbook completion, and trial balance re-runs.
• Prepare and maintain cash reconciliations and recon workpapers, including support of PAM-to-GL and IER-to-Pre-Close tie-outs.
• Assist in the preparation of audit PBC schedules for assigned entities and respond to follow-up inquiries from internal and external auditors.
• Support consolidation tagging, journal entry preparation, and portfolio tree compare reviews.
• Perform investment-level data validation, including income, RGL, and holdings reviews, to support close and reporting accuracy.
• Assist with intercompany entries, cash wire scrubs, and other operational support tasks as assigned.
• Participate in process improvement initiatives, special projects, and new investment onboarding support as directed.

What We’re Looking For:

• Bachelor’s degree in accounting or finance.
• 0-2 years of accounting experience; investment or corporate accounting experience a plus.
• CPA candidate or willingness to pursue CPA designation preferred.
• Working knowledge of GAAP.
• Strong organizational skills with attention to detail.
• Strong analytical and problem-solving skills.
• Good interpersonal and teamwork skills.
• Ability to work in a fast-paced, deadline-driven environment.
• Experience with ERP systems a plus (PeopleSoft and PAM preferred).
• Willingness to develop industry-related knowledge in investment accounting and operations.

Why Choose Security Benefit?

When you join our team, you’re not just getting a paycheck — you’re getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here’s what you can expect as a full-time Security Benefit associate:

• Competitive salary and annual incentive bonuses to reward your contributions.
• 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
• Paid parental leave after 90 days of service.
• 401(k) with company match, plus Profit Sharing & Savings Plan.
• Short- and Long-Term Disability Insurance to give you peace of mind.
• Flexible Spending Accounts for medical and dependent care.
• Life Insurance to protect your loved ones.
• Educational assistance to support your career development.
• Associate assistance programs for your personal and professional well-being.

Ready to Make an Impact?

Security Benefit is an Equal Opportunity Employer.

Security Benefit, 6480 Sprint Parkway, Overland Park, Kansas, United States of America