Protective Life

Senior Investment Accounting Analyst

Protective Life

full-time

Posted on:

Location Type: Hybrid

Location: Birmingham • Alabama • United States

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Salary

💰 $76,500 - $117,000 per year

Job Level

Senior

About the role

  • Perform quarterly investment reporting for GAAP filings, Statutory financial reporting, and internal management reporting, including reporting to Protective’s parent company, Daiichi Life Group
  • Lead and coordinate monthly management reporting and analysis of Protective’s investment portfolio, providing insight into results, trends, and key drivers.
  • Serve as a project lead for Investment Accounting initiatives, partnering with IT and business stakeholders to define project scope, priorities, timelines, testing, and implementation activities.
  • Track project milestones, deliverables, risks, and completion dates to ensure successful execution.
  • Execute and oversee month‑end close processes, including data validation, compliance checks, variance analysis, and reconciliation of investment subledgers.
  • Assist with the development, governance, and maintenance of investment‑related data used for internal and external reporting, including transactions, positions, performance, and analytical datasets.
  • Perform key investment accounting and reporting functions that may evolve from period to period based on business needs and regulatory requirements.
  • Build and deepen subject‑matter expertise in investment accounting and understand how accounting outcomes impact the broader organization.
  • Collaborate with the accounting policy team to implement new accounting standards, interpret guidance, and ensure compliance with existing regulations.
  • Apply strong problem‑solving skills to identify, analyze, and resolve issues in coordination with internal partners and external data providers.
  • Create and maintain process documentation and work instructions to support consistent execution and knowledge sharing.
  • Respond to ad hoc analyses, reporting requests, and special projects as needed to support business and leadership needs.

Requirements

  • Bachelor’s or Master's degree in Accounting
  • 4+ years of progressive accounting experience, preferably within investment accounting, financial reporting, or public accounting environments.
  • Strong proficiency in Excel and related analytical tools
  • Certified Public Accountant (CPA) designation (preferred)
  • "Big 4" audit or assurance public accounting experience (preferred)
  • Exposure to GAAP accounting and Statutory Accounting; experience working with investments or securities accounting processes (preferred)
  • Familiarity with investment accounting software (PAM) (preferred)
Benefits
  • comprehensive health, dental and vision insurance
  • mental health benefits
  • employee assistance program
  • variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, cultural observance day)
  • contributions to healthcare accounts
  • pension plan
  • 401(k) plan with Company matching
  • ProHealth Rewards platform for wellbeing with cash rewards
Applicant Tracking System Keywords

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

Hard Skills & Tools
investment accountingfinancial reportingGAAP accountingStatutory accountingvariance analysisdata validationreconciliationanalytical datasetsproblem-solvingproject management
Soft Skills
collaborationleadershipcommunicationorganizational skillsinsight generationstakeholder managementadaptabilityattention to detailcritical thinkingknowledge sharing
Certifications
Certified Public Accountant (CPA)