Investment Accounting Senior Analyst

Activities of finance organizations in today’s large corporations are becoming increasingly complex. Variations in customer product offerings, expanded use of complex financial instruments, changes to accounting rules and more stringent regulatory oversight are key factors driving this evolution. Concurrently, new data management and software support technologies offer complicated but encouraging automation options to the CFOs, Treasurers, Controllers and their staff who must successfully lead this dynamic and vital area of the corporation. With offices in New York and Northern Virginia, Actualize Consulting is a professional services firm specializing in business process engineering and technology implementations for financial institutions. By enhancing corporate finance and accounting activities, our business and technical services help our clients issue and invest in debt including securitized assets and use derivatives to manage financial and operational risks. At Actualize Consulting, our mission is to be an industry leader in the management and automation of financial functions and corporate financial events. We focus on serving mortgage firms, banks, insurance companies and other financial institutions, Federal and State Government, as well as specific activities of Fortune 1000 firms.

Senior investment accounting analyst preferably with insurance industry experience, otherwise financial services expertise. The role requires leading multiple projects in a fast paced environment.

Functional Skills

• Investment accounting experience – preferably within insurance industry – otherwise; financial services industry

• Strong verbal and written communication skills, ability to navigate various audiences (business and technical) plus highly skilled at collaboration

• Ability to lead multiple projects simultaneously and advance initiatives in a fast-paced environment with strict timeline constraints – limited supervision expected

• Strong analytical skills to evaluate complex business processes/requirements/problems and formulate business and/or technical solutions – including utilization of data analysis as support 

• Ability to share and impart knowledge

Technical Skills

• Intermediate Microsoft Word and Advanced Microsoft Excel

• Prefer experience with investment accounting software and/or investment reconciliation software

• Prefer knowledge of US GAAP/US Statutory investment reporting and foreign currency translation processes for investments

Education

• Bachelor’s degree or equivalent related work experience