Financial Analyst
Haystack
We're hiring on behalf of a Haystack partner!
The Role
- Lead Statutory and GAAP accounting and reporting for fixed income, including bonds and mortgage loans
- Ensure regulatory compliance with standards, filing requirements, and state insurance regulations while maintaining and updating documentation for investment holdings
- Execute on internal controls over financial reporting to support risk mitigation efforts
- Mentor team members and provide guidance on financial reporting practices, problem-solving strategies and process improvements
- Lead process improvements by identifying inefficiencies, implementing solutions, and documenting enhanced workflows
- Participate in projects and system implementations for proper planning, execution, and alignment with organizational objectives
What You'll Need
- Minimum of 3-4 years related experience
- Bachelor's degree in Accounting, Finance, or related field
- Demonstrated expertise in fixed income securities, fixed income accounting, and investment reporting
- Hands-on experience with the NAIC Accounting Practices and Procedures manual, and investment accounting
- Experience with investment accounting platforms like PAM for Investments ("PFI") or Precision LM ("PLM") preferred
What's On Offer
- 401(k) Retirement Plan with company match and quarterly contribution
- Tuition Reimbursement and Assistance
- Competitive Pay and Incentive Program Bonuses
- Flexible hybrid work and generous paid time off
Apply via Haystack today!