Lead Accountant – Investment Reporting

UFG Insurance

. Lead preparation and review of investment-related components of monthly, quarterly, and annual consolidated GAAP and statutory financial statements, regulatory filings, and disclosures .

Posted 10/12/2026full-timeRemote • United StatesSenior💰 $103,221 - $136,105 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of investment accounting, financial statement presentation, and regulatory compliance, with a strong ability to lead projects and mentor accounting professionals. Proficient in preparing GAAP-compliant financial statements and disclosures while implementing process improvements and ensuring accuracy in investment reporting.

Highest-signal resume keywords

Investment AccountingGAAP Financial StatementsCPA CertificationMicrosoft Excel ProficiencyProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AccountingFinancial Statement PreparationReconciliationSecurity PricingValuation AnalysisJournal Entry ReviewFinancial Reporting ControlsSOX ComplianceInvestment Accounting SystemsStatutory Accounting Principles

Soft Skills

Strong CommunicationTeam LeadershipCritical ThinkingCoaching and MentoringProblem Solving

Certifications & Qualifications

CPA Certification

Industry Keywords

Investment AccountingFinancial DisclosuresRegulatory FilingsInvestment Performance AnalysisFinancial Reporting Standards

About the role

Key responsibilities & impact

Lead preparation and review of investment-related components of monthly, quarterly, and annual consolidated GAAP and statutory financial statements, regulatory filings, and disclosures
Prepare and review investment supporting schedules, financial disclosures, security pricing and valuation information, reconciliations, analyses, and documentation
Coordinate investment accounting and reporting workstreams and reporting deadlines
Oversee accounting for investment purchases, sales, income, amortization, realized and unrealized gains and losses, impairments, and other investment activity
Review security pricing and valuation information and resolve discrepancies
Analyze investment balances, income, performance-related accounting results, valuations, and financial trends
Review journal entries, reconciliations, rollforwards, and data from investment systems and external providers
Partner with Finance, Investments, Tax, Actuarial, FP&A, Technology, Legal, and external service providers
Support implementation of accounting standards, policies, and investment reporting requirements
Serve as subject matter expert and provide guidance to team members
Prepare SOX-compliant documentation and execute and review financial reporting controls
Support internal and external audits
Lead process improvement, automation, integrations, migrations, and financial reporting system initiatives
Develop procedures, reporting instructions, and best practices
Provide functional direction, training, coaching, feedback, and mentoring to accounting professionals
Proactively identify and resolve reporting issues and escalate significant matters

Requirements

What you’ll need

Bachelor’s degree in accounting
CPA (Certified Public Accountant) preferred
8+ years of progressive accounting experience, including investment accounting and reporting
Experience preparing or reviewing investment accounting entries, reconciliations, supporting schedules, security pricing or valuation information, financial statement disclosures, and related reporting documentation
Experience working with investment accounting systems, custodians, investment managers, pricing sources, or other investment-related service providers
Experience leading projects, reporting workstreams, or the work of other accounting professionals
Experience providing supervision, coaching, work review, or performance feedback to other accounting professionals
Strong understanding of generally accepted accounting principles and statutory accounting principles applicable to investment accounting and reporting
Advanced knowledge of investment accounting, financial statement presentation, disclosure requirements, security pricing, valuation, and investment-related reporting processes
Knowledge of common investment types and related accounting for purchases, sales, income, amortization, realized and unrealized gains and losses, and impairments
Advanced proficiency in Microsoft Excel, including pivot tables, lookup functions, and complex formulas
Strong written and verbal communication abilities
Ability to supervise and develop team members, lead projects and reporting workstreams, coordinate work, manage priorities, and meet deadlines
Process improvement mindset and ability to identify and implement efficiency enhancements
Critical thinking skills and sound professional judgment
Ability to work independently, identify issues, and escalate significant matters appropriately
General office environment; infrequent travel as needed

Benefits

Comp & perks

Annual incentive compensation
Medical, dental, vision & life insurance
Accident, critical Illness & short-term disability insurance
Retirement plans with employer contributions
Generous time-off program
Programs designed to support the employee well-being and financial security
Remote work arrangement