<p>Wellabe is seeking a hybrid Sr Investment Accountant who play a crucial role in managing and overseeing the Company's</p> <p>investment accounting activities. This position requires a deep understanding of investment strategies,</p> <p>financial reporting, and regulatory compliance. The ideal candidate will be adept at navigating change</p> <p>and driving improvements in our investment accounting processes.</p> <p>Be successful in this role</p> <p>Someone in this role will be able to do the following essential functions:</p> <ul> <li>Investment Accounting: Manage and oversee the accounting for the company's investment </li></ul> <p>portfolio, including fixed income, equities, and alternative investments, and the external third-party</p> <p>investment accounting relationship.</p> <ul> <li>Financial Reporting: Prepare and review complex investment accounting entries, reconciliations, </li></ul> <p>schedules, and reports, ensuring accuracy and compliance with Statutory accounting standards.</p> <ul> <li>Analysis and Reporting: Conduct detailed analysis and provide insightful reports to senior </li></ul> <p>management to inform strategic decision-making.</p> <ul> <li>Regulatory Compliance: Ensure adherence to regulatory requirements and industry standards, </li></ul> <p>including monitoring changes in regulations and implementing necessary adjustments.</p> <ul> <li>Process Improvement: Identify opportunities for process enhancements and lead initiatives to </li></ul> <p>streamline investment accounting processes and procedures.</p> <ul> <li>Change Management: Support the Company through upcoming changes in the investment </li></ul> <p>industry, insurance regulation, and the Company investment strategy by providing expertise in</p> <p>investment accounting and associated reporting.</p> <ul> <li>Collaboration: Work closely with other departments, including finance, treasury, and risk </li></ul> <p>management, to ensure cohesive and comprehensive financial strategies.</p> <ul> <li>Leadership: Lead, direct, mentor, and coach less experienced staff; either indirectly or through </li></ul> <p>supervisory responsibilities.</p> <p>Qualifications</p> <ul> <li>Bachelor's degree in accounting, finance or related field. Combination of education and/or relevant work experience may be accepted in lieu of degree. </li><li>CPA or CFA preferred. </li><li>Minimum of 5-7 years of experience in investment accounting, preferably within the insurance industry. </li><li>Strong knowledge of Statutory Accounting and regulatory requirements along with the ability to ensure compliance and provide documentation both internally and externally </li><li>Proven ability to manage and understand complex investment accounting and reporting </li><li>Excellent organizational, communication and other interpersonal skills </li><li>Advanced analytical skills with the ability to assess and resolve problems proactively, think critically and methodically, and use logic and make sound decisions </li><li>Strong attention to detail with the ability to manage time, projects/resources and set priorities to maintain efficient workflow </li><li>Ownership mindset for all aspects of the role </li><li>Experience with change management and process improvement initiatives in both a leading and performance capacity </li><li>Proficiency in financial software, investment accounting systems (Clearwater), MS Office Suite </li></ul> <p>Benefits</p> <ul> <li>Hybrid availability </li><li>401(k) with generous, full vested company match </li><li>Health insurance </li><li>Paid time off, holidays </li><li>Volunteer time off </li><li>Lifestyle Spending Account (LSA) </li><li>Paternal leave </li><li>Legal insurance </li><li>EAP </li><li>Travel accident insurance </li></ul> <p>Growth opportunities</p> <p>We believe each of us has potential to grow and adapt with our business. We take your career as seriously as you do. Helping you develop your skills and talents leads to opportunities - not only for you, but also for our company. That's why we provide:</p> <ul> <li>LinkedIn Learning Premium access </li><li>CliftonStrengths assessment and coaching </li><li>On-site and virtual workshops and cohorts featuring world-class content from FranklinCovey, Crucial Learning, Gallup, and more </li><li>Free world-class insurance acumen courses through AHIP and LOMA </li><li>Reimbursement and bonus opportunities for professional designations and certifications, including a tuition reimbursement program </li><li>Opportunities to take part in Wellabe's mentorship programs </li></ul> <p>About Wellabe</p> <p>Since 1929, Wellabe has been finding solutions to help our customers protect their health and financial well-being. And we're committed to fostering an internal culture of inclusivity, well-being, and development so each of our team members can succeed. Learn more about Wellabe's culture of betterment by visiting wellabe.com/culture.</p> <p>Wellabe is full of smart, caring, hard-working people with a broad range of talents who understand collaboration is key. We bring our best selves every day, to connect with others to solve problems, spark innovation, and bring ideas to life. Meet the team and learn what makes Wellabe a great place to work by visiting wellabe.com/news/employee-spotlights.</p> <p>Our core values:</p> <ul> <li>Be dedicated: Show unwavering commitment by proactively taking initiative, setting clear goals, and managing time effectively. </li><li>Be trustworthy: Take accountability for actions, navigate difficult conversations with integrity, and build strong relationships through consistent, honest behavior. </li><li>Be determined: Demonstrate enthusiasm and a relentless drive to overcome obstacles and achieve goals. </li><li>Be collaborative: Foster teamwork by being self-aware, actively listening, and effectively communicating across all levels. </li><li>Be open: Embrace diversity and new ideas to create an inclusive environment. </li><li>Be generous: Embody generosity and compassion by serving a greater purpose and helping others. </li><li>Be better: Commit to continuous improvement and adapt effectively to change. </li><li>Be well: Prioritize physical and mental health, manage stress, and demonstrate emotional intelligence. </li></ul> <p>Be well - thrive in an environment that fosters inclusivity, well-being, and development.</p>