Director of Investment Accounting - Montpelier, VT OR Addison, TX

Reporting to the AVP, Investment Accounting, the Director, Investment Accounting will lead a high-performing team of individual contributors to ensure accurate, timely financial reporting of the investment portfolio. The successful candidate will demonstrate an ability to navigate between review of journal entries and higher-level understanding of financial results while supporting the broader finance organization’s strategic initiatives.

• Responsible for the Investment Accounting function, including oversight and direction of GAAP and statutory accounting, and reporting for all asset classes in the Company’s consolidated investment portfolio and its subsidiaries and affiliates.
• Ensure accurate month-end, quarter-end and annual reporting of balances relating to investment assets, liabilities, income and expenses on a GAAP and statutory basis of accounting.
• Build and maintain external relationships with auditors, vendors and other business partners.
• Build and maintain internal relationships with diverse lines of businesses and other parts of the organization, including financial reporting, tax, treasury, and investment operations to support their specific needs.
• Develop continuous process improvement strategy which includes automation and the implementation of new technology, processes, and reporting, and strengthens controls over investment accounting.
• Assist management in the development of key business indicators, metrics, analytic reports, and investment-related strategies. Communicate to business leaders and internal business partners on the same.
• Stay abreast of financial reporting and regulatory developments related to investment accounting which can impact the Company and facilitate compliance with such regulations.
• Manage a team of investment accounting professionals, including establishing and monitoring of goals, reviewing work completed by team on a timely basis, and ensuring proper communication of investment accounting and corporate policies, practices, and performance.

• 7
  -10 years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession.
• Experience with US GAAP Accounting and/or Statutory Reporting.
• Experience with investment accounting within an insurance or other regulated organization.
• Ability to anticipate, identify and resolve financial issues.
• Ability to continually manage multiple priorities and reprioritize as needed.
• Demonstrated ability or willingness to adopt and apply emerging technologies, including generative AI and automation tools, to improve reporting efficiency, effectiveness, and control quality.

• CPA or equivalent professional certification
• Experience managing multi-site and/or remote contributors.
• Experience with portfolios holding diverse asset classes and/or private credit.