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Investment Accounting - Staff Accountant I

Security Benefit Business Services / Everly Life
Posted 15 days ago, valid for 19 days
Location

Overland Park, KS, US

Salary

Competitive

Contract type

Full Time

Health Insurance
Paid Time Off
Life Insurance
Disability Insurance
Flexible Spending Account

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Sonic Summary

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  • Security Benefit is seeking an experienced Staff Accountant for Reporting & Audit with 0-2 years of accounting experience, preferably in investment accounting.
  • The position offers a competitive salary along with annual incentive bonuses and a comprehensive benefits package.
  • Candidates should have a bachelor's degree in accounting or finance and a willingness to pursue CPA designation is preferred.
  • The role involves preparing audit schedules, cash flow reconciliations, and supporting documentation for GAAP financial statements.
  • This position can be based in Overland Park, Kansas, or remotely, and requires strong analytical skills and attention to detail.

We're Looking for an experienced Staff Accountant, Reporting & Audit!


About the Company:
Security Benefit is a leader in the U.S. retirement market with more than $75 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®.

We’re proud to have been recognized as one of the best in the business:

  • Named to Ward’s 50 list of top-performing life-health insurance companies
  • Recognized on list of Ingram’s Top 100 Private Companies in the Kansas City area in 2024

 

About the Role:
As a Staff Accountant, Investment Accounting – Reporting & Audit, you’ll be an integral part of a collaborative, agile team. You’ll design, analyze, and implement innovative solutions that drive efficiency and exceed expectations.

 

The Staff Accountant, Reporting & Audit position reports to Josh Moreland, Senior Manager, and can be based out of Overland Park, Kansas, or remotely for the right candidate. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

  • Assist in the preparation of audit PBC schedules for EI and EWS consolidated audits, including rollforward and reconciliation workpapers.
  • Support the preparation of quarterly and annual investment and equity rollforward schedules and portfolio presentation driver summaries.
  • Prepare and reconcile cash flow schedules and related supporting documentation.
  • Assist with investment and fair value footnote preparation for audited GAAP financial statements.
  • Perform data validation to support accuracy of reported consolidation results.
  • Support deferred G/L analysis, intercompany reconciliation tasks, and other consolidation workpapers as assigned.
  • Respond to ad hoc requests from audit teams and internal stakeholders.
  • Participate in process improvement initiatives and special projects as assigned.

 

What We’re Looking For:

  • Bachelor’s degree in accounting or finance.
  • 0-2 years of accounting experience; investment accounting experience a plus.
  • CPA candidate or willingness to pursue CPA designation preferred.
  • Working knowledge of GAAP.
  • Strong organizational skills with attention to detail.
  • Strong analytical and problem-solving skills.
  • Good interpersonal and teamwork skills.
  • Ability to work in a fast-paced, deadline-driven environment.
  • Strong computer skills including MS Office Suite (Excel required).
  • Willingness to develop industry-related knowledge in investment and financial reporting.

 

Why Choose Security Benefit?
When you join our team, you’re not just getting a paycheck — you’re getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here’s what you can expect as a full-time Security Benefit associate:

  • Competitive salary and annual incentive bonuses to reward your contributions.
  • 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
  • Paid parental leave after 90 days of service.
  • Comprehensive medical, dental & vision insurance.
  • 401(k) with company match, plus Profit Sharing & Savings Plan.
  • Short- and Long-Term Disability Insurance to give you peace of mind.
  • Flexible Spending Accounts for medical and dependent care.
  • Life Insurance to protect your loved ones.
  • Educational assistance to support your career development.
  • Associate assistance programs for your personal and professional well-being.

 

Ready to Make an Impact?
Apply today by visiting our career page to submit your resume. We’re excited to meet you!

Security Benefit is an Equal Opportunity Employer.




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