The Lead Financial Reporting Analyst oversees statutory accounting, manages regulatory compliance, mentors team members, and leads process improvements for investment reporting.
Job Summary & Responsibilities
• This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home. This role may be remote within the US.
Ameritas is seeking an experienced Lead Financial Reporting Analyst to join our team, specializing in fixed income and mortgage assets. This role is critical in ensuring accurate statutory accounting and financial reporting for our investment portfolio, supporting our mutual-based organization's commitment to putting customers first. You will lead the preparation and analysis of statutory financial statements, manage regulatory compliance for investment holdings, oversee AVR/IMR calculations, and provide strategic insights that support investment decision-making and risk management across the organization.
• This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home. This role may be remote within the US.
What you do:
- Lead Statutory and GAAP accounting and reporting for fixed income, including bonds and mortgage loans
- Ensure regulatory compliance with standards, filing requirements, and state insurance regulations while maintaining and updating documentation for investment holdings
- Execute on internal controls over financial reporting to support risk mitigation efforts.
- Mentor team members and provide guidance on financial reporting practices, problem-solving strategies and process improvements.
- Lead process improvements by identifying inefficiencies, implementing solutions, and documenting enhanced workflows.
- Participate in projects and system implementations for proper planning, execution, and alignment with organizational objectives.
What you bring:
- Minimum of 3-4 years related experience
- Bachelor's degree in Accounting, Finance, or related field required
- Experience in statutory accounting within the life insurance industry preferred
- CPA preferred
- Demonstrated expertise in fixed income securities, fixed income accounting, and investment reporting
- Hands-on experience with the NAIC Accounting Practices and Procedures manual, and investment accounting
- Demonstrated ability to leverage Oracle Smart View for ad-hoc reporting, data validation, and financial analysis preferred
- Experience with PAM for Investments (“PFI”) accounting system and/or Precision LM (“PLM”) mortgage loan system, or similar investment accounting platforms, strongly preferred
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:
Ameritas Benefits
For your money:
• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
For your health and well-being:
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
For your professional growth:
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
For your community:
• Matching donations program.
• Paid volunteer time– 8 hours per month.
For your family:
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:
Ameritas Benefits
For your money:
• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
For your health and well-being:
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
For your professional growth:
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
For your community:
• Matching donations program.
• Paid volunteer time– 8 hours per month.
For your family:
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline
This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.
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