ISP Accounting Manager

Join Our Team

In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America’s Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America’s Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

About this Position

The Accounting Manager will be responsible for establishing and maintaining sound policies and procedures for all finance functions related to Investment Accounting, including reconciliation, analysis, and vendor and operational relationship management. This role will also provide financial reporting and analysis to Senior Management as well as helping identify and/or resolve issues related to the platform accounting and regulatory environment.
A critical ongoing deliverable of this role will be ensuring appropriate information flow, structure, policies, processes, and SOX documentation. This is key to ensuring sound controls and data integrity throughout the entire process, enable flexibility for future changes, and maximize efficiencies. Responsibilities also will include reviewing processing for recording retail and managed investments transactions and related functions.
A successful candidate will require a strong knowledge of consumer investment products, securities regulation, and accounting for investment product revenue and agency commissions. The ideal candidate will have experience managing in a security regulated environment and the ability to quickly understand the dynamics of our Sales Force. Creating and monitoring various metrics to ensure successful and always improving controls and analysis will be essential for long-term success.
The Accounting Manager will serve as a point of contact and subject matter expert related to their areas of responsibility. Will work closely with other departments and staff to ensure the teams deliverables are completed both accurately and timely.
Salary Range: $85K – $100K
Candidates must live in Metro Atlanta area to be considered
This is a hybrid position that currently requires working onsite in the Duluth, Georgia office 2 days and remotely 3 days each week.

Responsibilities & Qualifications

Responsibilities:

• Review workpapers such as cycle balancing and analysis, account analysis, reconciliations, invoicing, and journal entries related to agent accounts
• Analyze and reconcile commission cycles for reasonableness prior to release of payment
• Reconcile and confirm receipt of payments from various business partners for commissions and fees per agreement
• Review ledger reconciliations for accuracy.  Ensures reconciling items are resolved, and report reconciling items per established balance sheet review policy to management
• Serves as the liaison for various internal and external users as well as internal and external audit teams
• Guides team in completion of daily, monthly, quarterly and annual processes.  Should be a resource for the team concerning all aspects and processes completed by the team  
• A forward thinker and motivator of change with ability to streamline processes to improve efficiency.
• Initiates communication with management as needed
• Ensures completion of month end, quarter end and year end tasks associated with financial close, making sure that both Operations and Financial Reporting are supported.
• Reviews calculation of accruals based on statistical, contractual and related data points for accuracy and reasonableness.
• Ability to research ledger activity to determine necessary month end adjustments.
• Provides direct management and leadership to the ISP team of staff accountants
• Conduct accounting research and ad hoc analysis, present results of findings and create/update documentation to reflect changes

Required Qualifications:

• Bachelor’s degree in accounting or finance
• 5+ years progressive accounting experience, people management a plus
• Must be able to work independently and demonstrate excellent time management skills in a fast paced, constantly changing environment.
• Strong analytical skills with attention to detail
• FINRA Series 6 or 7 required (or obtained within 6 months with learning agreement)
• Demonstrate excellent verbal and written communication skills including the ability to prepare, edit, and deliver procedures and technical guidance

Preferred Qualifications:

• CPA Preferred
• Intermediate to advanced Microsoft Excel skills
• Workday Financials experience
• Blackline experience
• Progressive accounting and financial analysis experience in securities industry
• Securities regulatory experience a plus

#Dice

#LI-SH1

FLSA status:
This position is exempt (not eligible for overtime pay):

Yes

Our Benefits:

• Day one health, dental, and vision insurance

• 401(k) Plan with competitive employer match

• Vacation, sick, holiday and volunteer time off

• Life and disability insurance

• Flexible Spending Account & Health Savings Account

• Professional development

• Tuition reimbursement

• Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.