Financial & Accounting Analyst II, STAT Financial Reporting

Posted 14 Days Ago
Be an Early Applicant
West Des Moines, IA
Mid level
Insurance
The Role
The Financial & Accounting Analyst II prepares and files statutory financial statements, assists in the quarterly financial statement close process, performs reconciliations, manages intercompany reporting, and contributes to process improvements. This role also requires working with external auditors on various reviews and audits.
Summary Generated by Built In

At American Equity Investment Life Holding Company®we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY.

American Equity is seeking highly talented ambitious financial and accounting professionals interested in joining a dynamic accounting function that contributes to company strategy and sustainable business performance. 

*Location: West Des Moines, IA and will need to work an on-site hybrid schedule* 


GENERAL PURPOSE OF THE JOB 

The Accounting Analyst performs professional financial reporting, analysis and/or accounting work supporting U.S. Statutory-basis Financial Reporting.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:  

Prepares and files quarterly and annual statutory-basis financial statements, MD&A and related exhibits. The incumbent is also responsible for performing the U.S. statutory-basis accounting for certain balances, including review of supporting analysis and preparing or reviewing journal entries.

  • Assists with quarterly financial statement close process across the Company.
  • Prepares and reviews various reconciliations as part of quarterly close process.
  • Prepares and reviews key financial statement analysis files as part of quarterly close process.
  • Prepares, supports and/or reviews including:
  • Quarterly/annual statutory financial statement and supplement filings.
  • Statutory audited financial statements.
  • Quarterly RBC computations.
  • Intercompany reporting and settlements.
  • Other general accounting support
  • Other compliance reports and related payments.
  • Works directly with external auditors on various reviews and audits.
  • Contributes to process improvement initiatives for financial statement close process.

General

  • Contributes to automation, continuous improvement and other projects.
  • Maintains and/or improves existing reporting processes and controls.
  • Creates standardized and ad-hoc reports.
  • Performs other related work as assigned.

 

SUPERVISORY RESPONSIBILITIES:

Direct Reports:

None

 

EDUCATION AND/OR EXPERIENCE:  

Bachelor’s degree from a four-year credited college or university in accounting, finance or related field of study; plus three (3) years of progressively responsible related experience; or equivalent combination of education and/or experience. Insurance or annuity experience a plus.

Other relevant experience is as follows:

Financial Reporting

  • Experience working with annual statement software.
  • Enterprise ledger system experience, e.g., SAP


KNOWLEDGE, SKILLS AND ABILITIES:

  • Strong general accounting knowledge.
  • Knowledge of the life and annuity insurance industry, including products issued, operating activities performed across the entity, and the regulatory environment.
  • Broad understanding of financial statement accounts and internal controls of a life and annuity company, including investment and actuarial balances.
  • Ability to apply prior knowledge and experience working in various financial systems.
  • Strong Microsoft Office suite proficiency including Excel.
  • Strong attention to numeric and other detail; ability to work with mathematical concepts and apply to practical situations.
  • Strong organizational and interpersonal skills.
  • Ability to successfully handle pressure, prioritize work and meet tight deadlines in a fast-paced work environment.
  • Strong verbal and written communication skills.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Strong systems and process aptitude.
  • Ability to establish effective working relationships with internal and external parties at all levels.


This description covers the major purpose and essential functions of the job.  It is not intended to give all details or a step-by-step account of the way each task is to be performed.  Employees may receive other job-related instructions and be required to perform other job-related work requested by their manager.  All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.


Top Skills

Excel,Sap
The Company
HQ: West Des Moines, IA
640 Employees
On-site Workplace
Year Founded: 1995

What We Do

American Equity* Fixed Index Annuities * Retirement Planning * Customer Service

An American-owned and operated company headquartered in the heart of the Midwest, American Equity Investment Life Insurance Company® is a leader in the fixed indexed annuities marketplace. American Equity’s growth and success is attributed to our dedication to excellent customer service and emphasis on building customer relationships.

“The One Who Works for You!®” serves as the foundation for the way American Equity does business and values its more than 500 employees. Guided by our Principles of Excellence, we do more than sell retirement annuity products -- we are dedicated to fostering opportunity and innovation to meet the ever-changing needs and goals of retirement.

"It's About the People"​ is the American Equity story and the legacy of our founder David J. Noble. This commitment to excellence includes our employees, agents, partners, and contract owners. We thank you for entrusting us with the things that matter most.

When your retirement begins, you want to ensure you can enjoy it, which is why it’s important to have reliable support that can help fund every day of your golden years. After all, your life of hard work has earned you the retirement you planned for. These are the guiding principles that define everything we do. American Equity is the one who works for you.

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