Come join one of America’s fastest-growing insurance companies. Since 1848,
National Life Group has aimed to keep our promises, providing families with
stability in good times and in bad. Throughout that history, we have provided
peace of mind to those families as they plan their futures.
Our mission extends beyond the insurance and annuities policies that we offer.
We strive to make the world a better place through our grants from our
charitable foundation, paid volunteer time for our employees, environmentally
sustainable and healthy workplaces, and events that promote the work of
nonprofits in our own backyard.
We foster a collaborative environment with opportunities for growth and
encourage our associates to live our values: Do good. Be good. Make good.
Sponsorship is not available for this role
ROLE SUMMARY
* Reporting to the AVP, Investment Accounting, the Director, Investment
Accounting will lead a high-performing team of individual contributors to
ensure accurate, timely financial reporting of NLG’s investment portfolio.
The successful candidate will demonstrate an ability to navigate between
review of journal entries and higher level understanding of financial results
while supporting the broader finance organization’s strategic initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Responsible for the Investment Accounting function, including oversight and
direction of GAAP and statutory accounting, and reporting for all asset
classes in the Company’s consolidated investment portfolio and its
subsidiaries and affiliates.
* Ensure accurate month-end, quarter-end and annual reporting of balances
relating to investment assets, liabilities, income and expenses on a GAAP and
statutory basis of accounting.
* Build and maintain external relationships with auditors, vendors and other
business partners.
* Build and maintain internal relationships with diverse lines of businesses
and other parts of the organization, including financial reporting, tax,
treasury, and investment operations to support their specific needs.
* Develop continuous process improvement strategy which includes automation and
the implementation of new technology, processes, and reporting, and
strengthens controls over investment accounting.
* Assist management in the development of key business indicators, metrics,
analytic reports, and investment-related strategies. Communicate to business
leaders and internal business partners on the same.
* Stay abreast of financial reporting and regulatory developments related to
investment accounting which can impact the Company and facilitate compliance
with such regulations.
* Manage a team of investment accounting professionals, including establishing
and monitoring of goals, reviewing work completed by team on a timely basis,
and ensuring proper communication of investment accounting and corporate
policies, practices, and performance.
MINIMUM QUALIFICATIONS
* 7 -10 years of related experience required in the areas of investment
accounting, financial reporting, internal controls, process improvement, and
the broader accounting profession.
* Bachelor's degree in Accounting
* Experience with US GAAP Accounting and/or Statutory Reporting.
* Experience with investment accounting within an insurance or other regulated
financial services organization.
* Ability to anticipate, identify and resolve financial issues.
* Ability to continually manage multiple priorities and reprioritize as needed.
* Demonstrated ability or willingness to adopt and apply emerging technologies,
including generative AI and automation tools, to improve reporting
efficiency, effectiveness, and control quality.
PREFERRED QUALIFICATIONS
* Master’s degree in Accounting
* CPA or equivalent professional certification
* Experience managing multi-site and/or remote contributors.
* Experience with portfolios holding diverse asset classes and/or private
credit.
AI Proficiency Expectations
At National Life Group, we view AI as an enabler of human potential. We use AI
to help us work smarter, serve more clients, and keep our promises, while
remaining a relationship-driven business where our people are our greatest
strength.
All applicants are expected to:
* Leverage approved AI tools, where appropriate, to improve the efficiency,
quality, and impact of their work.
* Stay curious and open to new AI-enabled ways of working.
* Exercise sound judgment by reviewing and validating AI-generated content.
* Maintain accountability for the accuracy, quality, fairness, and integrity of
work products by adhering to National Life’s AI guiding principles.
* Use AI responsibly and in accordance with company policies related to
confidentiality, data privacy, security, compliance, retention and
intellectual property.
BENEFITS
* Your benefits start day one and are flexible and customizable to your and
your family’s specific needs. Check out the BENEFITS of a Career at National
Life
[https://www.nationallife.com/docs/digital/nl-people-center/Benefits.html]!
Base Pay Range. The base pay range for this position is the range National Life
reasonably and in good faith expects to pay for the position taking into account
the wide variety of factors, including: prior experience and job-related
knowledge; education, training and certificates; current business needs; and
market factors. The final salary or hourly wages offered may be outside of this
range based on other reasons and individual circumstances.
Additional Compensation and Benefits. The total compensation package for this
position may also include a full range of medical, financial, and/or other
benefits (including 401(k) eligibility and various paid time off benefits, such
as vacation, sick time, and parental leave), dependent on the position offered.
The successful candidate may also be eligible to participate in National Life’s
discretionary annual incentive programs, subject to the rules governing such
programs. If hired, the employee will be in an "at-will position" and National
Life reserves the right to modify base salary (as well as any other
discretionary payment or compensation or benefit program) at any time, including
for reasons related to individual performance, company or individual
department/team performance, and market factors.
National Life is accepting applications for this role on an ongoing basis and
the role remains open until filled.
Salary Pay Range
$121,875—$178,750 USD
National Life Group® is a trade name of National Life Insurance Company,
Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest,
Addison, TX – chartered in 1955, and their affiliates. Each company of National
Life Group is solely responsible for its own financial condition and contractual
obligations. Life Insurance Company of the Southwest is not an authorized
insurer in New York and does not conduct insurance business in New York. Equity
Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment
Adviser affiliate of National Life Insurance Company. All other entities are
independent of the companies of National Life Group.
Fortune 1000 status is based on the consolidated financial results of all
National Life Group companies.
Social Media Policy [https://www.nationallife.com/Social-Media-Policy]
Site Disclosure and Privacy Policy
[https://www.nationallife.com/Privacy-Legal-Information]
National Life Group
1 National Life Dr
Montpelier, VT 05604