Senior Investment Reporting Analyst — Flexible & Impactful

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

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.