Investment Accounting - Staff Accountant

Staff Accountant, Investment Accounting – Reporting & Audit

Security Benefit is a leader in the U.S. retirement market with more than $75 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

About the Role:

As a Staff Accountant, Investment Accounting – Reporting & Audit, you'll be an integral part of a collaborative, agile team. You'll design, analyze, and implement innovative solutions that drive efficiency and exceed expectations.

The Staff Accountant, Reporting & Audit position reports to Josh Moreland, Senior Manager, and can be based out of Overland Park, Kansas, or remotely for the right candidate. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

• Assist in the preparation of audit PBC schedules for EI and EWS consolidated audits, including roll forward and reconciliation work papers.
• Support the preparation of quarterly and annual investment and equity roll forward schedules and portfolio presentation driver summaries.
• Prepare and reconcile cash flow schedules and related supporting documentation.
• Assist with investment and fair value footnote preparation for audited GAAP financial statements.
• Perform data validation to support accuracy of reported consolidation results.
• Support deferred G/L analysis, intercompany reconciliation tasks, and other consolidation work papers as assigned.
• Respond to ad hoc requests from audit teams and internal stakeholders.
• Participate in process improvement initiatives and special projects as assigned.

What We're Looking For:

• Bachelor's degree in accounting or finance.
• 0-2 years of accounting experience; investment accounting experience a plus.
• CPA candidate or willingness to pursue CPA designation preferred.
• Working knowledge of GAAP.
• Strong organizational skills with attention to detail.
• Strong analytical and problem-solving skills.
• Good interpersonal and teamwork skills.
• Ability to work in a fast-paced, deadline-driven environment.
• Strong computer skills including MS Office Suite (Excel required).
• Willingness to develop industry-related knowledge in investment and financial reporting.

Why Choose Security Benefit? 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.

Ready to Make an Impact? Apply today by visiting our career page to submit your resume. We're excited to meet you!

Security Benefit is an Equal Opportunity Employer.