*Roll: Senior Investment Accountant*

 Location: NYC,NY

 Duration: 12+ Month Contract



*Job Discription : *

*Minimum Requirements:*

Investment Accounting Reporting

•             Preparation of investment related Statutory exhibit and
schedules

•             Prepare Income analysis worksheet.

•             Preparation of Federal Income Tax provision information
relating to Investments

•             Prepare and maintain reports for management as required

•             Identify and implement control improvement opportunities and
enhancements

•             Participate in the testing of enhancements to the investment
accounting systems

*Education/Experience:
*

•             Bachelor’s degree in Accounting/Finance.

•             Five to Seven years investment related experience.

*Knowledge, Skills &
Abilities:                                                   *

•             Excellent communication and interpersonal skills

•             Strong organizational skills and an aptitude for detail

•             Ability to think critically, analyze, prioritize, take
initiative, problem-solve

•             Ability to multitask and meet deadlines.

•             Working knowledge of investments.

•             Knowledge of Insurance industry accounting practices and
procedures preferred.

•             Knowledge of Ms Office applications, including Excel, Word,
Access, a plus

•             Knowledge of PeopleSoft financial systems, a plus

•             Knowledge of CAMRA investment accounting systems.

*Investment Operations Accounting*

•             Prepare and record the daily investment income and trading
activity

•             Prepare asset reconciliations between custodial banks and
company’s books & records, researches and resolves discrepancies.

•             Reconciles investment activity reported by the custodial
institutions to the investment system and responsible for processing
corrections

•             Process investment related activities in the investment
accounting systems.

•             Reviews and balances activity reported in the investment
accounting systems.

•             Reviews projected income vs. amounts received. Researches and
resolves discrepancies.

•             Reconciles investment suspense balances.  Follow up with
custodial institutions to resolve open issues.

•             Prepare and/or maintain policy and procedure documents


General Ledger Accounting

•             Prepare and processes STAT basis daily/month end/quarter end
journal entries

•             Prepare and processes journal entries relating to activity
processed in the investment accounting system

•             Preparation of adjusting entries required under GAAP





Thanks & Regards

*Marc Cherry*

Ph: 630-315-9572
[email protected]

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