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Financial Reporting and Investment Accounting Manager

RSI

Palo Alto, CA(remote)

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JOB DETAILS
SKILLS
Accounting, Accounting Close, Accounting Standards and Regulations, Analysis Skills, Automation, Business Administration, Certified Public Accountant (CPA), Compensation Analysis, Continuous Improvement, Cross-Functional, Design Document, ERP (Enterprise Resource Planning), Economics, External Audit, Finance, Financial Disclosure, Financial Reporting, Financial Services, Financial Statements, Fixed Income Investments, Generally Accepted Accounting Principles (GAAP), Insurance, Investment Accounting, Investment Management, Leadership, Legal, Mentoring, Payroll Accounting, Payroll Management, People Management, Pivot Tables, Problem Solving Skills, Process Improvement, Public Accounting, Public Finance, Reconciliation, Regulatory Reports, Regulatory Requirements, Risk Management, SEC Filings, Sarbanes-Oxley Act (SOX), Team Building, Technical Accounting, Technical Leadership, Technical Research, Technical Writing, Time Management, White Papers
LOCATION
Palo Alto, CA
POSTED
2 days ago

Financial Service Company

Financial Reporting and Investment Accounting Manager

Salary $140,000-$165,000 per year + bonus 15% and Equity

We are a growing publicly traded financial service insurance company seeking an experienced Accounting Manager to support the Investment, Equity Accounting, and Compensations. This position is remote with strong salary, bonus and equity package.

The Accounting Manager is a high-impact leader responsible for driving excellence across financial reporting, technical accounting, and internal controls. This role serves as the subject matter expert over Investments, Compensation, and Equity accounting, while leading the monthly close process and supporting SEC and statutory reporting requirements.

Reporting to the Senior Director of Accounting, this position partners cross-functionally with Finance, Legal, HR, and external auditors, and directly manages a Senior Accountant and Staff Accountant. The ideal candidate brings strong technical expertise, leadership capability, and a continuous improvement mindset.

Key Responsibilities

  • Financial Reporting & Close Leadership
  • Lead the monthly close for individual entities and consolidate GAAP and statutory reporting.
  • Ensure accuracy, timeliness, and integrity of financial statements and disclosures.
  • Serve as technical SME for SEC filings, including 10-Q, 10-K, and annual Proxy.
  • Act as primary liaison with external auditors for quarterly reviews and annual audits.
  • Technical Accounting & Specialized Areas
  • Oversee accounting for fixed income investments, including cost basis, fair value, and GL reconciliations.
  • Manage accounting for payroll, share-based compensation, equity, and APIC.
  • Calculate and report quarterly basis and diluted EPS.
  • Perform complex technical accounting research and draft well-supported whitepapers and memos.
  • Controls, Compliance & Process Optimization
  • Design, document, and enhance SOX and MAR 205-compliant internal controls.
  • Identify automation and system improvements to increase efficiency and reduce risk.
  • Drive continuous process improvements across close and reporting cycles.
  • Leadership & Team Development
  • Manage, mentor, and develop Senior and Staff Accountants.
  • Provide technical guidance across the finance organization.
  • Foster a culture of accountability, ownership, and high performance.

Qualifications : Education & Experience

  • Bachelor’s degree in Accounting, Finance, or Economics (CPA strongly preferred; MBA a plus).
  • 5+ years of experience in public accounting and/or a public company environment.
  • 2+ years of direct people management experience.
  • Advanced knowledge of US GAAP; statutory accounting experience a strong plus.
  • Experience with SEC reporting and technical accounting research.
  • Strong SOX internal control experience.
  • Advanced Excel skills (pivot tables, complex modeling); ERP/GL system experience required.
  • Strong analytical and problem-solving skills.
  • Clear and effective technical writing and executive communication.
  • Ability to manage competing priorities in a deadline-driven environment.
  • High integrity and discretion in handling sensitive compensation and equity data.

About the Company

R

RSI