Were Looking for an experienced Manager, Investment Accountant
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 Manager, Investment Accounting - Accounting Operations, 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 Manager, Investment Accountant - Accounting Operations position reports to the 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.
- Lead day-to-day investment ledger operations, including close management, reconciliation approvals, and oversight of key operational workflows across the Eldridge platform.
- Oversee monthly and quarterly close processes, including trial balance review, post-close income entries, GL feed management, and workbook completion.
- Manage cash and reconciliation activities, including weekly wire scrubs, entity-level recons, and subledger to GL tie-outs.
- Direct consolidation tagging, journal entries, and entity and account setup processes.
- Oversee investment-level analysis, including income, RGL, holdings, carry value reviews, and entity ownership updates.
- Maintain and improve operational bot infrastructure, workbook frameworks, and process documentation to support scalability and reduce key-person risk.
- Develop, mentor, and manage a team of operations accountants; set priorities, review work product, and support professional development.
- Lead and participate in special projects, including new investment onboarding, restructuring support, and process redesign initiatives.
What We're Looking For:
- Bachelor's degree in accounting or finance.
- 8+ years of investment or corporate accounting experience.
- CPA preferred or actively in process.
- Prior supervisory or management experience required.
- Strong knowledge of investment ledger operations and ERP systems (PeopleSoft and PAM preferred).
- Experience with automation tools and data workflows a plus.
- Strong organizational and leadership skills with the ability to manage multiple competing priorities.
- Strong analytical and problem-solving skills.
- Ability to work independently, make decisions, and effectively communicate with all levels of management.
- Strong computer skills including MS Office Suite (advanced Excel required).
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.