Remote VP, Investment Accounting & Portfolio Leadership

Oliver James Group; Irvine (CA); Remote; USD 180,000 - 280,000; Full time

Job summary

Oliver James Group seeks a Head of Investment Accounting to build and lead the investment finance function for a rapidly growing balance sheet. The role requires steering daily accounting, closes, and reporting while partnering with CIO/CFO on diverse asset classes.

The position is 100% remote with periodic travel to San Francisco and Los Angeles, and candidates should be based in PST/MST time zones. A CPA or equivalent designation is preferred.

Qualifications

• 10+ years in life/annuity or P&C insurance industry accounting or Big Four insurance practice.
• Deep mastery of US GAAP and STAT frameworks for life/annuity products and complex investments.
• Hands-on experience with modern investment accounting software (Clearwater preferred).

Responsibilities

• Investment Operations & Reporting: Lead daily investment accounting, monthly closes, and GAAP/STAT reporting across complex asset portfolios.
• Portfolio Scaling: Partner with CIO/CFO and asset managers to support diverse asset classes.
• System Transformation: Implement and optimize investment accounting platforms and ledger architectures.
• M&A & Reinsurance Integration: Support reinsurance transactions and onboarding of acquired portfolios.
• Governance & Leadership: Chair Asset Pricing Policy Committee and coordinate with external audits and cross-functional teams.

Skills

Investment accounting

US GAAP

Leadership

Cross-functional collaboration

Education

Bachelor's degree

CPA or equivalent

Tools

Clearwater

Job description

Oliver James Group seeks a Head of Investment Accounting to build and lead the investment finance function for a rapidly growing balance sheet. The role requires steering daily accounting, closes, and reporting while partnering with CIO/CFO on diverse asset classes.

The position is 100% remote with periodic travel to San Francisco and Los Angeles, and candidates should be based in PST/MST time zones. A CPA or equivalent designation is preferred.