RSM US LLP

Senior Financial Consulting Associate – Insurance Accounting

RSM US LLP

full-time

Posted on:

Location Type: Office

Location: Atlanta • Florida • Massachusetts • United States

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Salary

💰 $95,400 - $192,000 per year

Job Level

Senior

About the role

  • Utilizing intermediate knowledge of complex accounting concepts to assist insurance clients with its accounting and finance operations
  • Prepare and review GAAP and STAT financial statements, schedules, and reports to ensure compliance with regulatory standards
  • Provide timely, high quality client service that meets or exceeds client expectations
  • Collaborate directly with firm specialists/subject matter experts on complex accounting matters
  • Actively participate with engagement team and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment
  • Perform detailed investment accounting tasks for various asset classes
  • Conduct variance analysis, financial reporting analysis, and other ad hoc analyses to support client decision-making

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field
  • CPA or equivalent designation preferred
  • Minimum of 3 years of experience in investment accounting, preferably in the insurance industry
  • Strong knowledge of GAAP and STAT principles, with a focus on investment accounting
  • Experience with Investment accounting systems (Clearwater, Aladdin Accounting, PAM, others) is highly desirable
  • Proficiency in Microsoft Excel and other financial analysis tools
  • Excellent communication and interpersonal skills, with a client-focused mindset
  • Strong analytical and problem-solving skills, with keen attention to detail
  • Willingness to travel up to 3 months a year
Benefits
  • Competitive benefits and compensation package
  • Flexibility in schedule
  • Empowerment to balance life’s demands
Applicant Tracking System Keywords

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

Hard Skills & Tools
investment accountingGAAPSTATvariance analysisfinancial reporting analysisfinancial analysisattention to detailproblem-solving
Soft Skills
communicationinterpersonal skillsclient-focused mindsetanalytical skills
Certifications
CPA