Investment Accounting Finance Analyst

Investment Accounting Finance Analyst - Remote

Location: Remote
Work Type: Full Time Regular
Job No: 504843
Categories: Finance/Accounting
Final date to receive applications: Open Until Filled

Mutual of Omaha is looking to fill a position on the Investment Accounting team. The Investment Accounting Team is responsible for monthly, quarterly, and annual investment reporting. This role supports the accounting and financial reporting of fixed assets and real estate investments within a regulated insurance environment. You will play a key role in month-end close, regulatory reporting, and maintaining accurate financial records in accordance with US GAAP and Statutory requirements.

This is an excellent opportunity to build a foundation in investment accounting while working alongside experienced professionals in a collaborative, mission-driven organization.

• Estimated Salary: $59,800-$77,000, plus annual bonus opportunity.
• 401(k) plan with a 2% company contribution and 6% company match.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

• Support the monthly, quarterly, and annual close processes, including preparation of journal entries, account reconciliations, and reporting schedules related to fixed assets and real estate investments.
• Assist in the preparation of GAAP and Statutory financial reports, including schedules for internal management reporting and regulatory filings.
• Maintain and update fixed asset and real estate accounting records in the asset management system, including additions, disposals, impairments, and depreciation calculations.
• Collaborate with internal teams (Investment Management Operations, Finance, Internal Audit, and asset managers) and external teams (External Auditor) to gather data, investigate variances, and ensure completeness and accuracy of reporting.
• Participate in process improvement initiatives, including documentation of procedures and enhancement of controls within the investment accounting function.

• Bachelor’s degree in Accounting, Finance, or related field.
• Foundational knowledge of accounting principles, including exposure to U.S. GAAP; coursework or familiarity with fixed asset or investment accounting concepts.
• Proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis techniques used in financial reporting.
• Strong attention to detail and organizational skills, with the ability to manage recurring monthly, quarterly, and annual deadlines in a structured reporting environment.
• Effective written and verbal communication skills, with the ability to clearly present financial information and collaborate with cross-functional teams.
• Ability to promote a collaborative culture, value different ideas and opinions, and listen courageously while remaining curious.
• Able to work remotely with access to a high-speed internet connection and located in the United States or Puerto Rico.
• Able to travel occasionally (approximately 5–10% annually) to attend events and in-person meetings (travel reimbursed).

• Exposure to insurance or investment accounting concepts, including familiarity with Statutory or US GAAP reporting or real estate/fixed asset accounting.
• Experience working with financial systems or data tools (e.g., People Soft GL, investment accounting systems, or similar ERP platforms).
• Demonstrated ability to analyze financial data, identify variances, and support problem-solving in a structured, deadline-driven environment.