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Investment Accounting

Apolis
  • 🇺🇸 United States
  • On-site
  • Mid level
  • 8 hours ago
  • Regulatory Compliance
  • GAAP
  • Oracle ERP
  • Oracle
  • SOX
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Job Title: Investment Accountant
Location: Phoenix, AZ 85021
Duration: 6+ Months
Pay Rate: $50/hour on W2

Job Summary:
Seeking an experienced Investment Accountant with strong knowledge of investment accounting, insurance industry reporting, and regulatory compliance.

Key Responsibilities:

  • Manage monthly close, journal entries, reconciliations, and financial reporting.

  • Handle Statutory, GAAP, and NAIC investment accounting and reporting.

  • Support audits, internal controls, and regulatory compliance.

  • Analyze investment income, securities, gains/losses, and variances.

  • Drive process improvements and collaborate with cross-functional teams.

Required Qualifications:

  • 7+ years of accounting/finance experience, including investment accounting.

  • Strong experience with insurance accounting, Statutory, GAAP, and NAIC reporting.

  • Experience with Oracle ERP, Oracle ARCS, Oracle Task Manager, and Clearwater.

  • Knowledge of SOX/internal controls and audit support.

  • Bachelor’s degree in Accounting, Finance, Business, or a related field.

  • People leadership experience required.

Preferred: CPA, Master’s degree, and 10+ years of investment accounting experience.

#APOLIS2027

Investment Accounting · Apolis

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