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Senior Staff Accountant, Investment Accounting
CNO Financial Group. Support the Investment Accounting management team with project work and process improvements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Investment Accounting, including proficiency in SEC, GAAP, and NAIC statutory reporting, alongside strong analytical skills for data integrity and variance resolution. Capable of coaching team members and implementing process improvements while managing deadlines effectively.
Highest-signal resume keywords
Investment Accounting SystemsStatutory ReportingData AnalyticsCPA or MBAMicrosoft Office Suite
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment AccountingGeneral Ledger EntriesTrial Balance ReconciliationCash BalancingData AnalysisProcess ImprovementReporting BuildingInvestment Activity ProcessingFinancial ReportingAccounting Concepts
Soft Skills
Strong Communication SkillsIndependent JudgmentTeam CollaborationPrioritizationSense of Urgency
Tools & Technologies
CAMRA Investment Subledgers DatabaseInvestment Accounting SoftwareMicrosoft ExcelMicrosoft PowerPointMicrosoft Word
Certifications & Qualifications
CPAMBA
Industry Keywords
FinanceAccountingInvestment AdministrationGAAPSECNAIC
About the role
Key responsibilities & impact- Support the Investment Accounting management team with project work and process improvements
- Assist staff with cash balancing, reviewing general ledger entries, trial balance reconciliation, and SEC, GAAP, and NAIC statutory reporting
- Process complex investment activity, including investigating and correcting investment activity within the CAMRA investment subledgers database
- Coach and train less experienced members within the department
- Validate the integrity of data housed within the subledger
- Prepare monthly and quarterly workpapers and report deliverables supporting investment ledger balances and disclosures
- Analyze, investigate, and resolve reporting balances and variances
Requirements
What you’ll need- 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
- CPA or MBA preferred
- 6 years of related work experience preferred
- Experience implementing Investment Accounting Software/Technology preferred
- Experience with data analytics and making data informed decisions preferred
- This position is not eligible for visa sponsorship
- All work must be performed within the United States
Benefits
Comp & perks- 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
- Flexible work environment
- Fully remote work from any US-based location
- Occasional travel to corporate offices may be required
- Access to work from a corporate office for associates living within 60 miles