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Insurance

Investment Accountant

Tampa, FLOnsiteFull TimePosted 22 days agoVisa sponsorship available

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Required skills

  • Investment Accountant
  • accounting
  • finance
  • insurance accounting
  • investment reporting
  • GAAP
  • statutory requirements
  • Microsoft Office
  • Excel

Nice to have

  • internal controls
  • process improvement
  • technology implementations

Role summary

Applied Underwriters is seeking an Investment Accountant in Omaha, NE, to support the accounting and reporting for its investment portfolio. This role involves preparing journal entries, completing account reconciliations, and ensuring accurate, timely financial reporting in compliance with GAAP and statutory requirements. The position also contributes to process improvements and technology implementations. The company offers a comprehensive benefits package including paid training, mentorship, and 100% employer-paid medical, dental, and vision insurance.

Embark on a rewarding career journey at Applied Underwriters, where employees have been at the heart of our success story for more than 30 years. Headquartered in Omaha, NE, our company thrives on innovation and empowers our employees to shape the future of global risk services. Join a team where your ideas are valued and your talents are nurtured with formal, paid training and mentorship. Experience a workplace culture that celebrates initiative, recognizes results, and provides outstanding benefits that allow you to focus on achieving your full potential.

The Investment Accountant supports the accounting and reporting for our investment portfolio. The role prepares journal entries, completes account reconciliations, and helps deliver accurate, timely financial reporting in compliance with GAAP and statutory requirements. The Investment Accountant also contributes to process improvements and technology implementations.

Requirements:

  • Bachelor’s degree in accounting or finance.
  • Experience in insurance accounting, investment reporting, internal controls, or process improvement.
  • Experience with GAAP and statutory accounting.
  • Proficient in Microsoft Office, with advanced Excel skills.
  • Our Benefits Include:

  • 100% employer-paid medical, dental, and vision insurance for employees.
  • 401(k) plan with 100% immediate vesting and a 4% company match.
  • Paid time off (PTO) and paid holidays.
  • On-site pharmacy, Promesa, provides convenient prescription delivery directly to you.
  • Life, disability, critical illness and accident insurance.
  • Employee Assistance Program (EAP).
  • Pre-tax Flexible Spending Accounts for health, dependent care, and commuter-related expenses.
  • Tuition reimbursement.
  • Fitness reimbursement and various additional quality-of-life benefits.
  • Applied Underwriters is a global risk services firm helping business and people manage uncertainty through its business services, insurance, and reinsurance solutions. As a company, we truly operate differently within our business sector. Applied Underwriters has one of the highest customer retention rates in the industry - a success directly attributed to our employees and their high level of commitment, hard work, and ambition.
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