Investment Accounting Transformation Consultant

Investment Accounting Transformation Consultant

10975 Grandview Dr, Overland Park, KS 66210, USA

Posted Thursday, February 26, 2026 at 7:00 AM

We're Looking for an Investment Accounting Transformation Consultant!

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

Security Benefit is seeking an Investment Accounting Transformation Consultant to support a multi-year, finance-wide initiative to migrate the general ledger from legacy People Soft to Oracle system. This role will be investment accounting–specific and will serve as the primary liaison between the Investment Accounting team and the broader finance transformation program.

This is a long-term contract position (12+ months) supporting system conversion, process design, data migration, testing, and go‑live readiness for investment accounting activities.

This role functions in a consultative and advisory capacity, combining deep investment accounting expertise with systems and process leadership. The consultant will represent investment accounting interests throughout the ledger conversion, ensuring accuracy, completeness, and operational readiness. While not a formal project manager role, this position includes ownership of investment accounting deliverables, issue identification, risk escalation, and coordination with internal and external partners.

The Investment Accounting Transformation Consultant reports to the AVP, Head of Investment Accounting and can be based out of our Overland Park, Kansas location. We work a hybrid schedule, offering flexibility to work both remotely and on‑site.

• Act as the subject matter expert for the People Soft to Oracle ledger migration
• Represent Investment Accounting in cross‑functional project meetings and design sessions
• Provide guidance on investment accounting treatment, ledger structure, and posting logic
• Identify accounting risks, gaps, and roadblocks and elevate findings to leadership

• Partner with Finance, IT, and external vendors to design future‑state investment accounting processes
• Support migration of product allocations and investment activity from the legacy ledger to Oracle
• Identify opportunities for process efficiency, standardization, and control enhancement
• Ensure compatibility and continuity of the outsourced PAM General Ledger feed within the new Oracle environment
• Collaborate with external vendors and internal teams to resolve data, mapping, and integration issues
• Serve as an investment accounting liaison between business users and technical teams

• Lead and support investment accounting user acceptance testing (UAT) activities
• Validate that solutions meet business and accounting requirements prior to go‑live
• Support cutover planning and post‑implementation stabilization for investment accounting

• Provide regular status updates, risk assessments, and recommendations to Investment Accounting leadership
• Document decisions, issues, and resolutions to support auditability and knowledge transfer
• Partner with the broader project team while maintaining accountability for investment accounting outcomes

• Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
• 15+ years of progressive experience in Investment Accounting, preferably within insurance or financial services
• Strong knowledge of investment accounting processes, including general ledger activity, product allocations, and reconciliations
• Experience supporting or leading ERP or…