Manager, Accounting (Portland, OR Hybrid)

The Accounting Manager participates as an active member of the Accounting and Finance management team, directing and leading a team while overseeing daily accounting operations. This individual is responsible for managing the financial close process, preparing financial statements, reports & analysis, developing business segment analytics, and performing a variety of general ledger and financial reporting responsibilities. This position also manages responsibilities in a number of other related accounting and finance areas including financial reporting and analysis, treasury activities and special projects.

RESPONSIBILITIES:

Accounting Operations, Financial Reporting and Analysis

• Reviews cash management activities including cash flow forecasting, daily deposits, bank reconciliations and cash disbursements
• Responsible for financial reporting and analysis for a number of subsidiary companies, including a regulated life insurance company and broker-dealer, and ensures regulatory compliance for all accounting and financial reporting functions

• Responsible for month-end, quarter-end and year-end financial statement closing processes for several accounting functions and subsidiary companies including ensuring required accruals, reconciliations, journal entries and financial statements are accurate and complete
• Responsible for preparation of monthly, quarterly and annual financial statements for subsidiary companies, including a regulated life insurance company and broker-dealer, including footnote disclosures, line-of-business financial summary reports and analyses, forecasts, budgets and other filings as required by regulatory agencies
• Analyzes and presents financial results to senior management and researches, explains and resolves significant, unusual or unexpected items or variances
• Ensures accounting policies and procedures are in compliance with GAAP, Statutory and Tax accounting standards and regulations. Analyzes new accounting pronouncements and presents recommendations for their application and implementation
• Assists the team with the development and implementation of a strong set of internal controls over financial reporting (ICFR) and operational processes and collaborates with Internal Audit on potential enhancements
• Keeps current with regard to new accounting pronouncements and regulatory requirements as well as new general management trends and techniques

• Collaborates with external auditors and examiners to complete annual audits and periodic regulatory examinations timely, accurately and efficiently

Other (Treasury Activities, Special Projects and Accounting Systems):

• Assists the Treasury Team in the management and oversight of the Company's corporate investment portfolio and cash management activities, including:
• Review of investment accounting
• Review and analysis of the investment portfolio for other-than-temporary impairments
• Assist with the preparation of materials and analysis for the Company's quarterly Investment Committee meetings
• Assist the team with the Company's annual renewal process for its corporate insurance program (E&O, D&O and other types of coverages), including completion of insurance applications and discussions with brokers and underwriters
• Participates in other company-wide projects and strategic initiatives as needed, including collaborating on the development of economic models used to evaluate an initiative's financial viability, as well as ongoing reporting and analysis
• Responsible for the overall operation of various accounting software applications (investment accounting, statutory reporting), notifying appropriate IT personnel for support as needed.

Management:

• Interviews, hires, inspires, coaches, and sets accountability measures for all direct reports
• Applies a hands-on approach to managing team performance through regular check-ins with direct reports, annual goal setting and strategic planning, regular and periodic performance evaluation, and career growth recommendations
• Actively strives to maintain a satisfied and engaged workforce by inviting, considering, and responding to employee feedback and fostering an open dialogue among the larger Accounting and Finance Team
• Directs and oversees the daily operations of professional staff including accounting, commissions and cash management and is responsible for ensuring the timeliness, completeness and accuracy of their associated processes:

• Effective management of operational needs
• Timely preparation of consistent, accurate financial reports
• Insightful analysis of financial trends and key performance indicators
• Accurate forecasting and planning of cash flow and cash requirements
• Continuous improvement of the Accounting function and development of Accounting and Finance Team members

QUALIFICATIONS

• Bachelor's degree in accounting, finance, business or related field required

• CPA licensure preferred, but not required

• Minimum of five years of accounting experience

• Demonstrated ability to progressively assume increased responsibilities and supervise others

• Strong technical accounting skills and knowledge of U.S. GAAP, internal controls and financial reporting, required, with life insurance statutory accounting experience a plus

• Strong time-management and organization skills and the ability to move multiple work streams forward simultaneously and actively prioritize projects

• Ability to work well under pressure to meet deadlines, and the ability to maintain flexibility to shift priorities and reprioritize (both for individual workload as well as for the supervised team)

• Strong verbal, written, and interpersonal communication skills

• Ability to work collaboratively within teams and across departments and functions

• Excellent proficiency in Excel

JOB CONDITIONS AND ENVIRONMENT

• In Portland, Hybrid work environment offering a blend of virtual/work from home and onsite days designed to support flexibility. In Dallas, will be temporarily remote, moving to fully onsite with new building location coming soon.

. Normal office environment/desk assignment

• Extensive use of PCs, computer terminal, display, keyboard, and mouse

• Extensive hands on work with documents, spreadsheets, presentations

• Occasional travel

This position description is not intended to be, and should not be construed as, an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.