Senior Accountant

We're Looking for an experienced Senior Accountant, Reporting & Audit!

About the Company:

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®.

• 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 Senior 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 Senior 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.

• Prepare and own EI and EWS consolidated audit PBCs, including Realized G/L, Income Earned, and Holdings schedules, and coordinate timely delivery to external auditors.
• Prepare quarterly and annual investment, equity, and cash flow roll forward schedules for multiple entities.
• Assist in the preparation of investment and fair value footnotes and disclosures for audited GAAP financial statements.
• Coordinate audit confirmations and respond to auditor inquiries across assigned engagements.
• Perform deferred G/L analysis and documentation and intercompany tagging.
• Support consolidation reporting activities, including portfolio tree compares, elimination set checks, and quarterly NCI schedules.
• Identify and implement improvements to reporting and audit workflows to enhance accuracy and efficiency.
• Partner with the Accounting Operations team to ensure alignment between ledger activity and reported results.

• Bachelor’s degree in accounting or finance.
• 4-6 years of investment accounting or financial reporting experience.
• CPA preferred or willingness to obtain CPA designation.
• Knowledge of GAAP financial reporting and consolidation accounting.
• Experience with investment-related ERP systems (People Soft preferred).
• Strong analytical and problem-solving skills.
• Strong time management skills with the ability to meet critical deadlines.
• Ability to work independently, make decisions, and effectively communicate with all levels of management.
• Strong computer skills including MS Office Suite (advanced Excel required).
• Ability to prioritize multiple tasks and manage competing deliverables.

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.

Security Benefit is an Equal Opportunity Employer.