Senior Investment Reporting Analyst

Empower; United States; Hybrid; USD 79,000 - 112,000; Full time

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Generous PTO and holidays

Volunteer time off

Parental leave & disability benefits

Business casual / jeans option

Job summary

Empower is seeking a Senior Investment Analyst to oversee U.S. statutory and GAAP financial reporting for the Insurance Company and its affiliates. The role requires strong accounting knowledge and the ability to apply pronouncements to investment portfolios.

You will lead quarterly/annual reporting, coordinate investment disclosures, and research new reporting requirements while driving process improvements and system enhancements across internal and external reporting efforts.

Qualifications

• Bachelor's degree in Accounting is required.
• 4–6 years of financial reporting experience are required.
• Advanced MS Office skills (Excel, Access, PowerPoint).
• Understanding of reporting systems such as Blackline, EASY, SAP, PAM, Phoenix.

Responsibilities

• Prepare and review quarterly/annual statutory NAIC reporting and annual audited statements.
• Coordinate investment presentation in financial statements quarterly.
• Research disclosures and respond to new pronouncements and guidelines.
• Interpret NAIC/GAAP pronouncements and regulations for reporting.
• Suggest changes to accounting systems and presentation.
• Lead process improvements and system enhancements for reporting.
• Assist with new processes and projects.
• Coordinate audits for Investments and explain positions.
• Monitor reporting database and adjust as needed.
• Respond to ad hoc reporting requests with clear results.
• Reconcile ledger balances across systems.
• Prepare U.S. GAAP Annual Registered Financial Statements.

Skills

Analytical skills

Communication

Self-driven

Attention to detail

Education

Bachelor's Degree in Accounting

Tools

Blackline

EASY

SAP

PAM

Phoenix

Unit Value Cloud

Alteryx

Wings

Workiva

WDesk

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Job Description

The Senior Investment Analyst is responsible for overseeing and reviewing U.S. Statutory (NAIC - National Association of Insurance Commissioners) and U.S. GAAP, regulatory, tax and/or Board financial reporting for separate accounts of the Insurance Company, subsidiaries and affiliates. This role requites a thorough understanding of accounting pronouncements and appropriate application to the investment portfolio.

What you will do:

• Responsible for the preparation and review of the quarterly/annual statutory NAIC state financial reporting, supplements, annual audited financial statements and surveys.
• Coordinate investment presentation in the financial statements on a quarterly basis.
• Research and propose new disclosures and modifications to reports in response to new pronouncements, guidelines and investment types.
• Interpret new pronouncements and guidelines issued by authoritative associations in relation to U.S. Statutory, U.S. GAAP, or various regulations.
• Recommend appropriate changes to accounting systems and presentation of information.
• Research and determine document process improvements and system enhancements to increase overall effectiveness and efficiency to support internal and external reporting initiatives.
• Assist with new process and project implementation.
• Responsible for coordinating audits for Investments and explaining Company's position.
• Responsible for monitoring the reporting database and making adjustments where necessary.
• Respond to ad-hoc reporting requests requiring interpretation of requests, professional formatting and explanation of results.
• Reconcile and research ledger balances for accuracy between multiple systems.
• Preparation of U.S. GAAP Annual Registered Financial Statements

What you will bring:

• Bachelor's Degree in Accounting
• 4-6 years of financial reporting experience required
• Advanced MS Office Skills (Excel, Access and PowerPoint)
• Understanding of various reporting systems (Blackline, EASY, SAP, PAM, Phoenix, Unit Value Cloud)

What will set you apart:

• Public accounting or investment related financial reporting experience
• Strong knowledge of U.S. Statutory (NAIC) and/or GAAP accounting principles
• Previous experience in investments strongly preferred
• Strong technical and analytical skills with ability to communicate effectively, both written and verbally
• Ability to work both independently and collaboratively in a team environment
• Ability to utilize creativity thinking towards improvement of business processes and internal controls, and follow-thru in all stages from design into implementation
• Attention to detail, analytical acumen and excellent organizational skills with the ability to handle and prioritize multiple and competing priorities
• Self-driven with ability to deal with ambiguity, a willingness to learn and take on additional responsibilities
• Proficient in MS Office, including advanced Excel skills
• Process improvement mindset
• Experience using Alteryx and Wings annual statement software a plus
• Familiarity with Workiva reporting system and WDesk

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$79,400.00 - $112,175.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Job Posting End Date at 12:01 am on: 10-09-2026

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