Accountant, Financial Reporting

Company Description

Annexus designs solutions to help individuals grow and protect their retirement savings through innovative financial products. For over a decade, the company has developed market‑leading fixed indexed annuities and indexed universal life insurance offerings. Annexus collaborates closely with and maintains strategic partnerships with organizations such as Athene, Nationwide, Securian, Barclays, and Merrill Lynch. This collaborative approach supports strong product design, distribution, and performance for clients and partners.

Additional information about Annexus and its products is available at , with securities offered through Integrity Capital, LLC.

The Accountant role at Annexus is a full‑time, on‑site position based in Phoenix, AZ. The role includes preparing and reviewing journal entries, maintaining general ledger accounts, and performing monthly, quarterly, and annual reconciliations. The Accountant will support accounts payable and receivable processes, and help prepare financial reports for internal stakeholders and external partners. Daily tasks also involve ensuring compliance with accounting policies and relevant regulations, analyzing variances, and collaborating with cross‑functional teams to provide accurate financial data.

The role may include assisting with audits, process improvements, and the implementation of financial systems or tools that enhance operational efficiency.

• Strong knowledge of general accounting principles, including GAAP, financial reporting, and account reconciliation.
• Proficiency in accounting software and enterprise systems (e.g., ERP platforms), as well as MS Excel and other data analysis tools.
• Ability to manage accounts payable and accounts receivable processes, including invoice processing and payment tracking.
• Attention to detail, accuracy in data entry, and strong organizational skills for managing multiple deadlines.
• Effective written and verbal communication skills to collaborate with internal teams and external partners.
• Capability to work independently and as part of a team in a fast‑paced, on‑site office environment.
• Bachelor’s degree in Accounting, Finance, or a related field; CPA or progress toward certification is a plus.
• Prior experience in financial services, insurance, or retirement products is beneficial but not required.