Manager, Investment Accounting

Applied Underwriters; Omaha (NE); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

PTO & holidays

On-site pharmacy

Life insurance

Disability insurance

EAP

FSAs

Tuition reimbursement

Fitness stipend

Job summary

Applied Underwriters, a global risk services firm headquartered in Omaha, NE, seeks a Manager of Investment Accounting to lead and oversee investment accounting activities. You will coordinate GAAP and statutory reporting and drive ongoing initiatives with business partners.

Join a team that values initiative, offers formal training, mentorship, and extensive benefits designed to support your professional growth and wellbeing in a dynamic market.

Qualifications

• Bachelor’s degree or equivalent experience.
• At least five years of related experience in investment accounting, financial reporting, internal controls, and GAAP/statutory requirements.
• CPA or related certification desired.
• Two or more years of management or people leadership experience.
• Basic Word and intermediate Excel skills.

Responsibilities

• Provide management direction and oversight for the investment accounting activities.
• Oversee the evaluation and delivery of internal and external investment accounting needs, including GAAP and statutory reports.
• Review and develop existing and new investment accounting initiatives with other business partners.

Skills

Investment accounting

Leadership

Analytical thinking

Education

Bachelor’s degree or equivalent experience

CPA or related certification desired

Tools

Microsoft Excel

Job description

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 Manager of Investment Accounting provides professional management direction and oversight for the investment accounting activities of the organization. Responsible for the evaluation and delivery of internal and external investment accounting needs, including the review and development of existing and new GAAP and statutory reports and assistance of new investment accounting initiatives with other business partners.

Requirements:

• Bachelor’s degree or equivalent experience required.
• At least five years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession, including GAAP and statutory requirements.
• Certified Public Accountant (CPA) or other finance related certification desired.
• Two or more years of management or people leadership experience required.
• Basic Word and Intermediate 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.