Staff Accountant, Investment Accounting – Reporting & Audit – Reporting & Audit

Job Description

Investment Accounting – Staff Accountant I | Security Benefit

The Tone:
This is a full-time Staff Accountant role at Security Benefit, located in Overland Park, Kansas, with remote flexibility available for the right candidate. Security Benefit is a leader in the U.S. retirement market, managing over $75 billion in assets and committed to helping customers achieve their retirement goals. The company has been recognized on Ward’s 50 list of top-performing life-health insurance companies and Ingram’s Top 100 Private Companies in the Kansas City area. In this position, you will be an integral part of a collaborative, agile team, designing, analyzing, and implementing solutions that drive efficiency and exceed expectations. Your work will play a key role in driving the future of the U.S. retirement industry and supporting the company’s commitment to financial accuracy and compliance.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Overland Park, KS

• Team: Reports to Josh Moreland, Senior Manager
• Mission: This role supports investment and equity reporting, audit processes, and financial statement preparation to ensure accuracy and compliance, playing a key part in the financial integrity of the company.
• Tech Stack: MS Office Suite (Excel)

What You’ll Actually Do
• Audit Support: Assist in the preparation of audit PBC schedules for consolidated audits, including rollforward and reconciliation workpapers.
• Reporting & Analysis: Support the preparation of quarterly and annual investment and equity rollforward schedules and portfolio presentation driver summaries.
• Cash Flow Management: Prepare and reconcile cash flow schedules and their related supporting documentation.
• Financial Statement Contribution: Assist with investment and fair value footnote preparation for audited GAAP financial statements.
• Data Integrity: Perform data validation to support the accuracy of reported consolidation results.

The Must-Haves
• Background: Bachelor’s degree in accounting or finance.
• Experience: 0-2 years of accounting experience; investment accounting experience is a plus.
• Skills: Working knowledge of GAAP; strong organizational skills with attention to detail; strong analytical and problem-solving skills; strong computer skills including MS Office Suite, with Excel proficiency required.
• Bonus: CPA candidate or willingness to pursue CPA designation; willingness to develop industry-related knowledge in investment and financial reporting.