Senior Investment Reporting Analyst

Empower

Senior Investment Reporting Analyst overseeing statutory and GAAP reporting for Empower’s insurance accounts. Preparing financial statements, coordinating audits, and improving reporting systems.

Posted 8/19/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $79,400 - $112,175 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in U.S. Statutory (NAIC) and GAAP accounting principles, with a strong focus on financial reporting, process improvement, and effective communication. Proficient in utilizing advanced MS Office skills and various reporting systems to enhance internal and external reporting initiatives.

Highest-signal resume keywords

U.S. Statutory (NAIC) Accounting PrinciplesGAAP Accounting PrinciplesFinancial Reporting ExperienceAdvanced MS Office SkillsProcess Improvement Mindset

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ReportingAccounting PrinciplesLedger ReconciliationData AnalysisProcess Improvement

Soft Skills

Attention to DetailAnalytical AcumenEffective CommunicationTeam CollaborationCreative Thinking

Tools & Technologies

BlacklineEASYSAPPAMPhoenixUnit Value CloudAlteryxWings Annual Statement SoftwareWorkiva Reporting SystemWDesk

Certifications & Qualifications

Bachelor’s Degree in Accounting

Industry Keywords

Regulatory ReportingInvestment ReportingStatutory ReportingAudited Financial StatementsFinancial Statement Preparation

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Oversee and review U.S. Statutory (NAIC), U.S. GAAP, regulatory, tax and/or Board financial reporting for separate accounts of the Insurance Company, subsidiaries and affiliates
Prepare and review quarterly and annual statutory NAIC state financial reporting, supplements, annual audited financial statements and surveys
Coordinate investment presentation in quarterly financial statements
Research and propose new disclosures and report modifications in response to new pronouncements, guidelines and investment types
Interpret new pronouncements and guidelines issued by authoritative associations in relation to U.S. Statutory, U.S. GAAP and various regulations
Recommend appropriate changes to accounting systems and information presentation
Research and determine process improvements and system enhancements supporting internal and external reporting initiatives
Assist with new process and project implementation
Coordinate Investments audits and explain the Company’s position
Monitor the reporting database and make adjustments where necessary
Respond to ad-hoc reporting requests, including interpreting requests, professionally formatting results and explaining findings
Reconcile and research ledger balances for accuracy between multiple systems
Prepare U.S. GAAP Annual Registered Financial Statements

Requirements

What you’ll need

Bachelor’s Degree in Accounting
4-6 years of financial reporting experience required
Advanced MS Office Skills (Excel, Access and PowerPoint)
Understanding of various reporting systems (Blackline, EASY, SAP, PAM, Phoenix, Unit Value Cloud)
Public accounting or investment related financial reporting experience preferred
Strong knowledge of U.S. Statutory (NAIC) and/or GAAP accounting principles
Previous experience in investments strongly preferred
Strong technical and analytical skills with ability to communicate effectively, both written and verbally
Ability to work both independently and collaboratively in a team environment
Ability to utilize creative thinking towards improvement of business processes and internal controls, and follow-through in all stages from design into implementation
Attention to detail, analytical acumen and excellent organizational skills with the ability to handle and prioritize multiple and competing priorities
Self-driven with ability to deal with ambiguity, willingness to learn and take on additional responsibilities
Proficient in MS Office, including advanced Excel skills
Process improvement mindset
Experience using Alteryx and Wings annual statement software a plus
Familiarity with Workiva reporting system and WDesk

Benefits

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) open to all
Flexible work environment
Other necessary computer equipment provided for remote and hybrid positions
Opportunity to participate in a bonus program (non-sales positions)