Director, Investment Accounting

Sponsorship is not available for this role

Role Summary

• Reporting to the AVP, Investment Accounting, the Director, Investment Accounting will lead a high-performing team of individual contributors to ensure accurate, timely financial reporting of NLG’s investment portfolio. The successful candidate will demonstrate an ability to navigate between review of journal entries and higher level understanding of financial results while supporting the broader finance organization’s strategic initiatives.

Essential Duties and Responsibilities

• Responsible for the Investment Accounting function, including oversight and direction of GAAP and statutory accounting, and reporting for all asset classes in the Company’s consolidated investment portfolio and its subsidiaries and affiliates.
• Ensure accurate month-end, quarter-end and annual reporting of balances relating to investment assets, liabilities, income and expenses on a GAAP and statutory basis of accounting.
• Build and maintain external relationships with auditors, vendors and other business partners.
• Build and maintain internal relationships with diverse lines of businesses and other parts of the organization, including financial reporting, tax, treasury, and investment operations to support their specific needs.
• Develop continuous process improvement strategy which includes automation and the implementation of new technology, processes, and reporting, and strengthens controls over investment accounting.
• Assist management in the development of key business indicators, metrics, analytic reports, and investment-related strategies. Communicate to business leaders and internal business partners on the same.
• Stay abreast of financial reporting and regulatory developments related to investment accounting which can impact the Company and facilitate compliance with such regulations.
• Manage a team of investment accounting professionals, including establishing and monitoring of goals, reviewing work completed by team on a timely basis, and ensuring proper communication of investment accounting and corporate policies, practices, and performance.

Minimum Qualifications

• 7 -10 years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession.
• Bachelor's degree in Accounting
• Experience with US GAAP Accounting and/or Statutory Reporting.
• Experience with investment accounting within an insurance or other regulated financial services organization.
• Ability to anticipate, identify and resolve financial issues.
• Ability to continually manage multiple priorities and reprioritize as needed.
• Demonstrated ability or willingness to adopt and apply emerging technologies, including generative AI and automation tools, to improve reporting efficiency, effectiveness, and control quality.

Preferred Qualifications

• Master’s degree in Accounting
• CPA or equivalent professional certification
• Experience managing multi-site and/or remote contributors.
• Experience with portfolios holding diverse asset classes and/or private credit.

AI Proficiency Expectations

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.

All applicants are expected to:

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing and validating AI-generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life’s AI guiding principles.
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention and intellectual property.

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!