Jackson

Manager, Investment Accounting

Jackson$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting/Finance or equivalent experience required.
  • 5+ years work experience required.
  • 3+ years supervisory experience preferred.
  • Certified Public Accountant (CPA) preferred.
  • CMA or MBA preferred.

Responsibilities

  • Manage financial analysis and management reporting for the invested asset portfolio.
  • Oversee compilation and reconciliation of investment income, capital gains/losses, and cash available for investment.
  • Consolidate affiliated entity financial results and prepare financial statements and footnote disclosures.
  • Deliver audit documentation and support internal and external auditors.
  • Research, interpret, and implement relevant accounting guidance and regulatory requirements.
  • Support budget and forecasting activities.
  • Maintain relationships with external service providers and provide performance metrics and analysis.

Benefits

  • Professional development and formal training opportunities.
  • Supportive work environment with a focus on teamwork.
  • Opportunity to manage and lead staff.
  • Engagement with senior management on strategic projects.
Full Job Description
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Job Purpose

Manages the accounting, operations, management reporting and financial analysis processes for the Company's invested asset portfolio. Implements and updates accounting and reporting policies and procedures in support of Statutory, US GAAP, and SEC regulatory reporting requirements. Manages accounting staff.

Essential Responsibilities

  • Manages financial analysis and management reporting for the invested asset portfolio.
  • Manages the compilation and reconciliation of investment income, capital gain/losses and cash available for investment.
  • Manages the consolidation of affiliated entity financial results and preparation of financial statements and footnote disclosures.
  • Manages the delivery of audit documentation and provides support to internal and external auditors.
  • Researches, interprets and implements applicable accounting guidance, pronouncements and SEC and other regulatory requirements.
  • Supports budget and forecasting activities.
  • Maintains relationships with external service providers, custodians and investment manager. Provides performance metrics and analysis/input of their continued use, as applicable.
  • Manages staff and is accountable for personnel actions including hiring, performance and salary reviews, disciplinary action and firing.
  • Provides direction and guidance to associates and coordinates training, both on-the-job and through formal training opportunities.


Other Duties

  • Completes ad hoc reports and requests for senior management.
  • Performs other duties and/or projects as assigned.


Knowledge, Skills and Abilities

  • Strong knowledge of Statutory and US GAAP accounting principles and procedures.
  • Strong understanding of Jackson products and systems.
  • Strong written and verbal communication skills.
  • Strong PC skills including MS Word, Access and Excel and other department software.
  • Strong analytical and problem solving skills.
  • Strong project management skills.
  • Must be able to work independently or as part of a team.
  • Must be able to manage and lead staff.


Qualifications
  • Bachelor's Degree in Accounting/Finance or equivalent experience required.
  • 5+ years work experience required.
  • 3+ years supervisory experience preferred.
  • Certified Public Accountant (CPA) preferred.
  • CMA or MBA preferred.


About Jackson

Jackson Careers

Join the vibrant team at Jackson, a leader in industry innovation and growth. At Jackson, we offer more than just job opportunities; we provide a platform for professional development and leadership in a diverse and inclusive environment.

Work You’ll Do

At Jackson, you’ll be part of a dynamic team committed to excellence and innovation. Our company is at the forefront of industry leadership, providing a wealth of opportunities for career advancement and professional growth. Whether you’re looking for a full-time position or an internship, Jackson is the place where your skills will be honed, and your professional aspirations realized.

Explore Jackson’s Employment Opportunities

We are constantly expanding our team with talented individuals who are eager to drive innovation and lead in their respective fields. Our hiring process is designed to identify and nurture such talent, ensuring that every team member is equipped to contribute effectively. From your initial interview to your ongoing career development, Jackson supports you at every step.

Internship Programs

Kickstart your career with a Jackson internship. Gain invaluable industry experience, develop your skills, and build a professional network that will serve you throughout your career. Our internships offer a unique insight into our company culture and operations, setting the stage for future employment opportunities.

Benefits and Culture

At Jackson, we believe that our team is our greatest asset. We are committed to providing comprehensive benefits that promote health, well-being, and work-life balance. Our culture is built on a foundation of respect, diversity, and inclusion, ensuring that all team members feel valued and inspired.

Professional Growth and Development

We are dedicated to the continuous professional development of our employees. Jackson offers diverse training programs, including leadership development and diversity training, to help you grow at every stage of your career. Our commitment to your growth is matched by our commitment to innovation and excellence in everything we do.

Join Our Team

Search open positions that match your skills and interests on the Jackson Jobs portal. We look for passionate, curious, creative, and solution-driven team players. Ready to take the next step in your career? Explore the exciting and rewarding opportunities at Jackson today.

Stay Connected

Keep up to date with the latest career tips, insider perspectives, and industry-leading insights—all from the people who work here. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences.

Networking and Career Advancement

At Jackson, networking is at the heart of professional and personal advancement. Engage with leaders and peers within the company through various platforms and events. These interactions provide valuable insights and opportunities that can propel your career forward. Join Jackson, where your career is our priority, and your potential is our investment. Let’s innovate and lead together in this dynamic industry.
Learn more about Jackson
Market Cap
$2.8 billion
Industry
5 Year Trend
+12.1%

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