What are the responsibilities and job description for the Investment Accounting - Staff Accountant II position at Security Benefit and Careers?
We're Looking for an experienced Staff Accountant II!
About the Company:
Security Benefit is a leader in the U.S. retirement market with more than $55 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®.
We’re proud to have been recognized as one of the best in the business:
As a Staff Accountant II, you’ll be an integral part of a collaborative, agile team. You’ll complete investment accounting responsibilities for the Investment Accounting Team, which will include supporting various responsibilities of the team, such as the recording, reporting and analysis of investment activity for the Company’s insurance and other subsidiaries. The Company utilizes BI tools to assist in preparation of investment analysis and schedules for GAAP, statutory, and management reporting.
The Staff Accountant II position reports to the Investment Accounting Operations Senior Manager and can be based out of our office in Topeka or Overland Park, Kansas, or Des Moines, Iowa for the right candidate. We work a hybrid schedule, offering flexibility to work both remotely and on-site.
When you join our team, you’re not just getting a paycheck — you’re getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here’s what you can expect as a full-time Security Benefit associate:
Apply today by visiting our career page to submit your resume. We’re excited to meet you!
Security Benefit is an Equal Opportunity Employer.
About the Company:
Security Benefit is a leader in the U.S. retirement market with more than $55 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®.
We’re proud to have been recognized as one of the best in the business:
- Named to Ward’s 50 list of top-performing life-health insurance companies
- Recognized on list of Ingram’s Top 100 Private Companies in the Kansas City area in 2024
As a Staff Accountant II, you’ll be an integral part of a collaborative, agile team. You’ll complete investment accounting responsibilities for the Investment Accounting Team, which will include supporting various responsibilities of the team, such as the recording, reporting and analysis of investment activity for the Company’s insurance and other subsidiaries. The Company utilizes BI tools to assist in preparation of investment analysis and schedules for GAAP, statutory, and management reporting.
The Staff Accountant II position reports to the Investment Accounting Operations Senior Manager and can be based out of our office in Topeka or Overland Park, Kansas, or Des Moines, Iowa for the right candidate. We work a hybrid schedule, offering flexibility to work both remotely and on-site.
- Account and report on various investments including, but not limited to, debt instruments, equity investments, and derivatives
- Contribute to the data management process by ensuring appropriate source of information for reporting needs
- Support re-occurring and ad-hoc reports/dashboards with charts, graphs, tables, infographics, etc. using a variety of data to tell a meaningful story
- Review and complete investment related journal entries within the general ledger system, PeopleSoft
- Review and complete a monthly analysis of general ledger reconciliations to underlying investment data from PAM
- Assist in the preparation of quarterly and annual investment-related disclosures for audited GAAP and Statutory financial statements
- Assist in analyzing investment accounting results and communicating with management
- Complete and assist with various audit related work papers for interim and annual audits and address additional follow-up questions/inquiries via internal or external auditors as they arise
- Participate in development and changes to areas of responsibility that would enhance, improve or facilitate job performance, process or workflow
- Work with internal and external sources to ensure proper understanding and reporting of financial data, including the Investment Team, Actuarial, and accounting vendors
- Develop and maintain effective and efficient relationships with internal and external customers as well as business partners
- Maintain documentation files for investments according to the position’s responsibilities
- Assist in developing and maintaining a strong internal control environment within the Investment Accounting function
- Assist in maintaining, testing, and evaluating software upgrades and enhancements
- Bachelor’s degree in Accounting or Finance
- Three to five years of accounting experience required, with insurance industry investment accounting experience preferred
- Familiarity with data visualization-oriented BI tools preferred
- Knowledge of investments, both fixed-income and equity, as well as derivative transactions preferred
- Demonstrated knowledge and experience in the utilization of investment related systems
- Knowledge of generally accepted accounting principles and theories desired
- Willingness to develop industry related knowledge
- Strong analytical and problem-solving skills
- Strong time management skills with the ability to meet critical deadlines
- Good interpersonal and teamwork skills
- Concerned with customer satisfaction and consistent work to provide high level of satisfaction
- Ability to work independently, make decisions and effectively communicate with all levels of management
- Strong computer skills including but not limited to MS Office Suite (intermediate Excel skills required)
- Knowledge of PeopleSoft and PAM preferred
- Strong written and verbal communications skills.
When you join our team, you’re not just getting a paycheck — you’re getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here’s what you can expect as a full-time Security Benefit associate:
- Competitive salary and annual incentive bonuses to reward your contributions.
- 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
- Paid parental leave after 90 days of service.
- Comprehensive medical, dental & vision insurance.
- 401(k) with company match, plus Profit Sharing & Savings Plan.
- Short- and Long-Term Disability Insurance to give you peace of mind.
- Flexible Spending Accounts for medical and dependent care.
- Life Insurance to protect your loved ones.
- Educational assistance to support your career development.
- Associate assistance programs for your personal and professional well-being.
Apply today by visiting our career page to submit your resume. We’re excited to meet you!
Security Benefit is an Equal Opportunity Employer.