Sr. Manager - Investment Accounting and Reporting

Symetra; United States; Hybrid; USD 125,000 - 209,000; Full time

Job summary

An established industry player is seeking a Senior Manager of Finance to lead their Investment Accounting team. This role involves managing a diverse portfolio, collaborating with various departments to drive operational improvements, and providing expert guidance on financial reporting. The ideal candidate will have extensive experience in investment accounting, strong leadership skills, and a commitment to fostering a positive work environment. Join a company that values inclusion and offers a flexible work culture while empowering you to grow your career and achieve financial goals.

Benefits

Flexible telecommuting arrangements

401(k) plan with company matching

Paid time off including vacation and sick days

Community impact matching program

Qualifications

• 7+ years of relevant work experience in finance or accounting.
• Experience with GAAP and STAT accounting and reporting.
• Leadership experience managing teams in financial settings.

Responsibilities

• Manage and coach a team of investment accounting professionals.
• Collaborate with departments to improve financial processes.
• Ensure accurate financial reporting and disclosures.

Skills

Investment Accounting

Financial Reporting

People Management

Communication Skills

Problem-Solving

Education

BA/BS in Accounting or Finance

High School Diploma

Master's Degree

Job description

Symetra has an exciting opportunity to join us as a Senior Manager of Finance!

About the role

Symetra's Investment Accounting team is looking to add a new Senior Manager with a focus on investment accounting for our diversified portfolio. We are looking for an individual with strong technical skills and asset knowledge as well as superior communication, people management and coaching abilities.

As theSeniorManager of Finance, you will be working with a diverse investment portfolio including bonds, stocks, mortgage loans, derivatives, hedge funds, limited partnerships and tax credits and working closely with Symetra's asset managers, Investment Operations, Investment Reporting as well as reporting teams, policy research specialists, actuarial and reinsurance group to ensure accurate understanding of assets and their financial presentation and disclosure requirements as well as management reporting and ad hoc requests. You will be involved in projects and large reinsurance deals. You will be a part of a team with other investment accounting professionals and will provide management and coaching to their direct reports as well as others on the team.

What you will do

• Manage people leaders and individual contributors, ensuring success in all areas of ownership and the team as a whole


• Prescribe financial reporting and controls, design and implement financial processes


• Collaborate with various departments in driving operational or systems changes where needed to continuously improve processes to meet financial results


• Apply industry best practices and how they can be applied to our business operations


• Assist in creating a purpose and vision for the department that supports larger organizational goals


• Assist in developing the department plans, including business, production and/or organizational priorities


• Provide aid in decision making and guidance to a team of diverse Investment Accounting professionals with varying asset knowledge and experience related to multiple asset types, projects and process improvements.


• Lead the team to execute the day-to-day financial activities and ensure timely and accurate completion of deliverables


• Manage several individuals directly and provide 1-on-1 customized coaching and development plans


• Work regularly with our Investment Management team to understand new assets and investments and ensure the applicable accounting is implemented


• Ongoing partnership with the reporting teams ensuring reporting and disclosures are accurate and all queries are being appropriately addressed.


• Serve as a finance expert to Symetra management in their areas of expertise and apply understanding of the organization's key business processes to effectively drive operational and systems effectiveness


• Drive process improvements and fosters strong customer service orientation


• Ad hoc requests and projects

What we offer you

"If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work." Cris H. AVP Internal Sales, Training and Development

"Symetra is inclusive of all employees regardless of their personal differences." Darrell J. Actuary III

"At Symetra, we prioritize learning and provide various resources like the Student of the Business courses, sponsorship for professional certifications, and helpful colleagues who are always ready to teach and answer questions." Financial Reporting Lead Senior Analyst

Benefits and Perks

We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

• Flexible full-time or hybrid telecommuting arrangements


• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%


• Paid time away including vacation and sick time, flex days and ten paid holidays


• Give back to your community and double your impact through our company matching

Want more details? Check out our Symetra Benefits Overview

Compensation

Salary Range: $125,000 - $208,400 plus eligibility for the company annual bonus program.

Who You Are:

• High School Diploma required, BA/BS in Accounting or Finance preferred, or Master's degree a plus


• CPA, CMA, CFA, FPA preferred


• Minimum of 7 years of relevant work experience, including a minimum of 3 years supervisory experience leading individuals in meeting their deliverables


• Experience working in accounting specifically on investments,


• Financial services industry experience preferred


• Experience with GAAP and STAT accounting and reporting


• Experience working with hedge funds, private equities, tax credits and/or derivatives preferred


• Strong communication skills and ability to deliver findings, recommendations, and training topics


• Excellent decision making and problem-solving skills


• Innovative and creative in resolving issues and improving processes


• Ability to effectively collaborate cross-functionally and build relationships with others


• Ability to prioritize, organize and plan


• A history of being a successful team member and team leader


• Goal oriented with a track record of driving through to completion


• Understand technical knowledge of investment accounting and reporting including GAAP and Statutory accounting frameworks and other financial concepts


• Foster a positive and proactive work environment


• Ability to work a flexible schedule, as the need arises (month, quarter and year-ends, ad hoc)


• Some minimal annual travel required (for people manager roles only)

Travel:

• Required Training & Professional Development


• All newly hired people leaders with direct reports are required to complete a comprehensive leadership development program within their first year. This program includes both virtual and in-person training. The in-person sessions will take place at Symetra's corporate headquarters in Bellevue, Washington. Symetra covers all travel and accommodation expenses.


• Reasonable Accommodations


• Symetra is committed to providing equitable access to all job-related responsibilities, including required travel. If reasonable accommodations are needed for travel, Symetra's HR department will work to provide appropriate solutions in alignment with individual needs and company policies.

We empower inclusion.

At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.

We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.

Creating a world where more people have access to financial freedom.

Symetra is a national financial services company that helps people achieve their financial goals and have confidence in the future. We value transparency and sustainability, providing competitive products and clear communication. Our commitment to DEI means we support our communities and prioritize financial freedom for all.

For more information about our careers visit https://symetra.eightfold.ai/careers.

Work Authorization

This role does not offer employer work visa sponsorship or support. Applicants need to be authorized to work in the United States at hire and throughout their employment.

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