Accountant 2 - Investment Analysis

• Position is open to Sioux Falls, SD and Des Moines, IA.*

What you can expect as the Accountant 2 - Investment Analysis:

Accounting position within the Investment Analysis team of the Corporate Accounting Division. Prepare and analyze internal and external investment accounting and related analytical reports. Work in a positive, professional and collaborative fashion with employees at all levels across the organization.

• Post, validate and balance transactions to investment system; maintain the investment accounts in general ledger.

• Prepare annual and quarterly regulatory statements on all investments, including but not limited to long-term bonds, derivatives, equity, limited partnerships, mortgage loans and short-term investments for state regulators.

• Prepare investment accounting deliverables and analysis for distribution to both internal and external stakeholders, including management teams within Corporate Accounting, Actuarial, Investments and Business Unit leaders.

• Serve as a first point of contact for users of our data, including answering day-to-day questions with security master files setups, investment trends and system functions, etc. Act as a back-up for system administrator functions.

• Continuously scrub and enhance data within the investment systems (e.g. holdings, transactions, security master file data, etc.).

• Coordinate and support external auditors in areas of responsibility applicable to the external audits.

• Utilize familiarity with the investment portfolio to assist the team in meeting the strategic goals and priorities of Corporate Accounting.

• Identify and implement continuous process improvements and support innovation. Proactively seek information about future changes and prepare to accommodate changes in one's job; evaluate the change objectively regardless of the impact on own job and see change as being a positive opportunity. Enthusiastically adopts and supports new work processes.

• Participate in the preparation and review of current results and comparisons to financial projections.

• Support the Investment Analysis team in special assignments and projects, as deemed necessary, to meet strategic goals and priorities.

• Maintain thorough, repeatable procedural documentation for all assigned tasks and adhere to processes and procedures in support of the required internal controls.

• Develop and maintain effective, positive and collaborative working relationships with key stakeholders across the organization including several geographic locations.

• Work in a positive fashion towards common Sammons Financial Group Companies? goals demonstrating collaborative team skills within and outside of Corporate Accounting.

• The workload may occasionally demand additional work outside of the company's standard 40-hour work week.

• Identify and achieve common objectives across the team. Share important or relevant information with the team. Value and use individual differences and talents; actively participate in team decisions and actions.

• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).

• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.

What we are looking for:

• Bachelor's Degree in Accounting required

• 2-4 years' insurance accounting or applicable public accounting experience preferred

• Effective written and verbal communication skills; ability to work with individuals outside of Corporate Accounting

• Effective analytical and critical thinking skills and a professional judgement disposition

• Ability to work independently with limited guidance

• Proven ability to prioritize multiple projects and allocate time as needed

• Demonstrates professionalism, motivation and intellectual curiosity

• Ability to adapt to change and learn quickly

• Desire to attain or further insurance-industry specific accounting and finance skills

• Strong Microsoft Office skills; working knowledge of company-specific software applications

• Basic knowledge of insurance industry-specific GAAP and statutory accounting concepts

• Working knowledge of insurance products

• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records

Sammons Financial Group Companies offers some of today's most sought after life insurance, annuity, retirement planning products and portfolio-management solutions. Unlike most financial organizations, our companies are not publicly traded, which means we're focused on long-term value rather than short-term earnings pressures. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.

What you can expect when you join Sammons Financial Group:

• A company you want to be a part of, driven by inspiring leaders and a fun, friendly work environment.

• Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.

• Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.

• Our competitive benefit package includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.

• A generous retirement program. Our Employee Stock Ownership Plan (ESOP) is a 100% company funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.

• A company that celebrates diversity, is committed to inclusion, and is proud to be an Equal Opportunity Employer. We comply with all federal and state equal employment opportunity laws and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other characteristic protected by federal, state or local law.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)