Investment Finance Analyst - Group 1001
Zionsville, IN
About the Job
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
Group One Thousand One ("Group1001"), a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets, employees.
Group1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
Job Summary:
As an Investment Finance Analyst, you are responsible for various financial activities and interface regularly with investment accounting, financial planning & analysis, investment operations, financial reporting, investment management and actuarial. as well as external industry contacts. Your key responsibilities include administration of internal pricing models, internal control documentation and procedures in the monthly investment valuation process, analysis of investment results in conjunction with investment accounting and the financial planning and analysis teams in the monthly closing, annual planning and periodic reforecast processes, support of investment related periodic financial reporting-including regulatory and to rating agencies, research of accounting treatment for investment holdings under various accounting standards, principally Statutory Accounting Principles.. You possess strong quantitative and technical skills and have a passion for fixed income securities, accounting, operations, and streamlining processes. Concise writing and communication skills are very important. This position is hybrid based in greater Indianapolis (Zionsville).
Main Accountabilities:
Qualifications:
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
Group One Thousand One ("Group1001"), a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets, employees.
Group1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
Job Summary:
As an Investment Finance Analyst, you are responsible for various financial activities and interface regularly with investment accounting, financial planning & analysis, investment operations, financial reporting, investment management and actuarial. as well as external industry contacts. Your key responsibilities include administration of internal pricing models, internal control documentation and procedures in the monthly investment valuation process, analysis of investment results in conjunction with investment accounting and the financial planning and analysis teams in the monthly closing, annual planning and periodic reforecast processes, support of investment related periodic financial reporting-including regulatory and to rating agencies, research of accounting treatment for investment holdings under various accounting standards, principally Statutory Accounting Principles.. You possess strong quantitative and technical skills and have a passion for fixed income securities, accounting, operations, and streamlining processes. Concise writing and communication skills are very important. This position is hybrid based in greater Indianapolis (Zionsville).
Main Accountabilities:
- Administer and review results of internal investment valuation model process in accordance with established internal control environment.
- Master concepts related to income recognition for various, principally fixed income, investment classes and consult with business partners in production of reporting to support analysis and communication of actual and planned investment income results.
- Assist Investment Accounting, Financial Reporting, Actuarial and Financial Planning and Analysis teams with the accurate and timely reporting on the composition of the Investment Portfolio to various internal and external parties, including management, regulators, rating agencies and auditors.
- Participate with team to research and prepare technical accounting memos identifying investment types, application of appropriate investment accounting rules, and coordinates with Investment Accounting on application.
- Evaluates efficiency and effectiveness of processes and controls, make recommendations for continuous process improvement and participates with implementation. Maintain and update policy and procedure documentation for streamlined processes.
- Assist on key initiatives and projects and effectively collaborate with stakeholders across multiple departments to ensure that project deliverables are met.
Qualifications:
- Bachelor's degree in accounting/finance
- CPA or CPA eligible preferred
- 1+ years of experience in an accounting role, preferably pu
Source : Group 1001