Manager, Investment Accounting

Oliver James Group; Chicago (IL); On-site; USD 110,000 - 140,000; Full time

Job summary

Oliver James Group is seeking a Manager, Investment Accounting - Insurance in the Greater Chicago Area. The role focuses on overseeing investment accounting and financial reporting within an insurance context, requiring strong technical accounting and analytical skills.

The ideal candidate will bring 4+ years of public accounting or industry investment accounting experience, with exposure to GAAP/STAT accounting and investment portfolios.

Qualifications

• 4+ years of experience in either public accounting or industry investment accounting roles.
• Public accounting with insurance experience, particularly Big 4 or national firms
• Experience with investment accounting in insurance or financial services
• Experience across investments, financial reporting, accounting analytics, or insurance accounting
• Experience with GAAP and/or STAT accounting
• Background working with investment portfolios, investment reporting, or insurance financial statements
• Strong Excel and financial analysis capabilities
• Bachelor's degree in Accounting, Finance, or a related field

Responsibilities

• Oversee and support investment accounting and financial reporting activities
• Analyze investment activity, accounting results, and financial data
• Support monthly, quarterly, and year-end close processes
• Review investment accounting transactions, reconciliations, and reporting
• Partner with internal accounting, finance, investment, and reporting teams
• Assist with technical accounting research and the interpretation of accounting guidance
• Support internal and external audit requests
• Identify opportunities to improve accounting processes, reporting, and analytics
• Provide analysis and insight around investment portfolios and related financial results

Skills

Investment accounting

Financial analysis

Excel

GAAP & STAT accounting

Insurance industry exposure

Education

Bachelor's degree in Accounting/Finance

Tools

Excel

Job description

Manager, Investment Accounting - Insurance

Location: Greater Chicago Area
Industry: Life Insurance / Financial Services

A leading insurance organization is seeking a Manager, Investment Accounting to join its accounting and finance team. This is an opportunity for an accounting professional with a strong background in insurance, investments, and/or public accounting to take on a key role supporting investment accounting and financial reporting.

The ideal candidate will bring a strong technical accounting foundation, analytical mindset, and experience working with investment-related accounting within an insurance or financial services environment.

Key Responsibilities

• Oversee and support investment accounting and financial reporting activities
• Analyze investment activity, accounting results, and financial data
• Support monthly, quarterly, and year-end close processes
• Review investment accounting transactions, reconciliations, and reporting
• Partner with internal accounting, finance, investment, and reporting teams
• Assist with technical accounting research and the interpretation of accounting guidance
• Support internal and external audit requests
• Identify opportunities to improve accounting processes, reporting, and analytics
• Provide analysis and insight around investment portfolios and related financial results

Ideal Background

We are open to candidates coming from several relevant backgrounds, including:

• 4+ years of experience in either public accounting or industry investment accounting roles.
• Public accounting professionals with insurance experience, particularly candidates from Big 4 or national accounting firms
• Accounting professionals with insurance investment accounting experience
• Candidates with experience across investments, financial reporting, accounting analytics, or insurance accounting
• Experience with GAAP and/or STAT accounting
• Background working with investment portfolios, investment reporting, or insurance financial statements
• Strong Excel and financial analysis capabilities
• Bachelor's degree in Accounting, Finance, or a related field

What We're Looking For

The strongest candidates will have a combination of technical accounting knowledge, analytical ability, and insurance industry exposure. Experience specifically within investment accounting is highly relevant, but candidates with strong insurance accounting or public accounting backgrounds and meaningful investment exposure are encouraged to apply.