Sr Staff Accountant, Investment Accounting - REMOTE

Washington National Insurance Company; Carmel (IN); Remote; USD 74,000 - 111,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

Performance-based bonus

401(k) with company match

Disability insurance

Paid time off & holidays

Parental leave

Life insurance

Well-being resources

Job summary

CNO Financial Group, Inc. in Carmel, IN, is recruiting a Sr Staff Accountant, Investment Accounting, to manage GAAP and statutory reporting for invested assets, starting shortly after trade execution.

Join a team focused on accuracy and process improvements. You will support management, perform reconciliations, prepare workpapers, analyze variances, and help coach junior staff, with a flexible remote option to work Central or Eastern hours.

Qualifications

• Bachelor's Degree in Finance, Accounting, or related field OR relevant equivalent work experience.
• Minimum of 5 years directly related work experience.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word).
• Proficient in accounting concepts.
• Prior experience with Investment Accounting Systems.
• Strong verbal and written communication skills.
• Ability to work independently as well as with a team.
• Aptitude to analyze data and learn new systems.
• CPA or MBA (preferred).

Responsibilities

• Support Investment Accounting management with project work and process improvements.
• Assist staff with responsibilities including cash balancing, GL entries, trial balance reconciliation, SEC, GAAP, and NAIC statutory reporting.
• Process complex investment activity in CAMRA subledger.
• Assist with coaching and training of less experienced staff.
• Validate the integrity of data in the subledger.
• Prepare monthly and quarterly workpapers and disclosures.
• Analyze and resolve reporting balances and variances.

Skills

Financial accounting

Investment accounting

Excel

Communication

Problem solving

Time management

Education

Bachelor's Degree in Finance or Accounting or related field

CPA or MBA (preferred)

Tools

CAMRA

Investment Accounting Systems

Microsoft Office Suite (Excel)

Job description

Carmel, IN

CNO Financial Group, Inc. (NYSE: CNO) is a leading insurance and financial services company focused on securing the future of middle‑income America. Through brands such as Bankers Life, Colonial Penn, Optavise, and Washington National, CNO delivers life and health insurance, annuities, financial services, and workforce benefits to more than 3.3 million policyholders, supported by $38.3 billion in total assets.

With a strong financial foundation, national presence, and a culture rooted in integrity, excellence, and people‑first values, CNO offers meaningful opportunities for professional growth and impact across its U.S. locations, including its headquarters in Carmel, Indiana.

This position is not eligible for visa sponsorship.

Sr Staff Accountant, Investment Accounting

The role involves accounting and reporting responsibilities for the invested assets of CNO Financial Group on a GAAP and statutory basis of accounting, excepting certain real estate and policy loan assets. The activities begin immediately following trade execution and end with investment deliverables that are ultimately incorporated into the GAAP and statutory financial statements.

Core Responsibilities And Deliverables

• Support Investment Accounting management team with project work and process improvements
• Assist staff with responsibilities, including cash balancing, reviewing general ledger entries, trial balance reconciliation, SEC, GAAP, and NAIC statutory reporting.
• Process complex investment activity, including investigating and correcting investment activity within the investment subledgers database (CAMRA).
• Assist with coaching and training of less experienced members within the department
• Validate the integrity of the data housed within the subledger
• Prepare monthly and quarterly workpapers and report deliverables to support investment ledger balances and disclosures
• Analyze, investigate and resolve reporting balances and variances as needed

What You Need (Minimum Requirements)

• Bachelor's Degree in Finance, Accounting, or related field OR relevant equivalent work experience
• Minimum of 5 years directly related work experience
• Ability to proactively identify, research, and resolve issues using independent judgement
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)
• Proficient in accounting concepts
• Prior experience with Investment Accounting Systems
• Strong verbal and written communication skills
• Ability to prioritize and meet deadlines
• Ability to work independently as well as with a team
• Operates with a sense of urgency
• Aptitude to analyze data and learn new systems
• Proven experience/understanding of investment accounting concepts and statutory reporting preferred
• Previous experience with investments administration system and reporting building preferred
• Candidate location in Central or Eastern US time zone is preferred OR willingness to work Central or Eastern time zone business hours

What Will Set You Apart (Preferred Experience)

• CPA or MBA
• 6 years of related work experience
• Experience implementing Investment Accounting Software/Technology
• Experience with data analytics and making data informed decisions

Benefits

• Medical, Dental, and Vision insurance
• Performance-based bonus or sales incentive
• 401(k) retirement plan with company match
• Short-term & long-term disability insurance
• Paid time off and 10 corporate holidays
• Paid parental leave
• Company-paid life insurance
• Mental & Financial Well-Being resources

CNO supports a flexible work environment and encourages Associates to work where they are most productive. This position may work fully remote from any US-based location, provided they are able to work Central or Eastern Time hours. All work must be performed within the United States, and occasional travel to corporate offices may be required.

Associates living within 60 miles of a corporate office (Carmel, IN; Chicago, IL; or Orlando, FL) have access to work from that location as needed.

Compensation

Pay Range: $73,700.00 - $110,500.00 Annual

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Job Type: Full time

Additional Locations: Omaha, NE; Boston, MA; Corporate Office - Chicago IL; Atlanta, GA; Dallas, TX; Detroit, MI;