Director, Investment Accounting (Hybrid)

At OneAmerica, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises, so we can help them achieve their goals and realize their definition of financial success.

Our Director, Investment Accounting leads the Investment Accounting and Reporting (IAR) team. This role is responsible for the accurate and timely reporting of the Company's investment portfolios under GAAP and Statutory accounting standards, including the audited GAAP and Statutory financial statements, quarterly/annual Statutory statements and internal management reporting. This position is also responsible for monitoring industry and regulatory developments and leading the adoption and implementation of new accounting standards or requirements. In addition, it's responsible for the modernization of our internal reporting capabilities and leading the IAR team's process improvement and efficiency initiatives.

Responsibilities & Duties:

• Oversees the team's reporting processes for month/quarter-close with focus on quality, compliance with deadlines, and operational efficiencies.
• Leads review of investment related information in GAAP and Statutory financial statements and quarterly/annual statements.
• Responsible for the review of quarterly/annual statement NAIC instructions to ensure ongoing compliance and that applicable updates are assessed and addressed in a timely and compliant manner.
• Assists the Investment Finance leader with the implementation of Statutory and GAAP accounting standards/guidance.
• Supports internal management reporting through performance of analytical procedures (e.g., net investment income, realized/unrealized gains/losses)
• Accountable for the team's successful "NGFM" transition from utilization of legacy systems to adoption of newly implemented IT infrastructure (e.g., Workday) in the performance of operational activities and quarter-close reporting responsibilities.
• Responsible for investment accounting requirements associated with the establishment of, and ongoing reporting for, new affiliated entities and the related building of sustainable reporting processes and capabilities
• Leads the team's process improvement initiatives, in close collaboration with the Investment Finance leader and the Corporate Finance BRM, to identify, prioritize, and develop implementation timelines.
• Facilitates compliance with DOI requirements (e.g., state deposits, investment limitations).
• Coordinates the team's timely compliance with audit requests.
• Facilitates onboarding and training of team members with focus on ensuring multiple team members are cross trained on all critical tasks.
• Responsible for monitoring, coaching, and developing associates.
• Ensures compliance with internal controls, policies and procedures through supervision of day-to-day operations and adherence to team "SLAs".
• Responsible for maintaining the Investment Accounting team's business continuity requirements.
• Assists Investment Finance leader with the development and monitoring of the Investment Accounting team's annual budget.

Educational Requirements & Qualifications:

• Bachelor's Degree in Accounting
• CPA, Master's in Business Administration or Accounting, LOMA ALMI/FLMI
• 7+ years of relevant audit, public accounting or corporate accounting/finance experience

Salary Band: 07B

This selected candidate will be expected to work Hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, WI, IN or ME as business needs dictate or for team-building and collaboration.

If you are offered and accept this position, please be advised that OneAmerica does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York.

Disclaimer: OneAmerica is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica, visit oneamerica.com/companies.