Senior Accountant – Statutory Investments

Senior Accountant – Statutory Investments

The James Allen Companies Inc.

JOB DESCRIPTION – Senior Accountant – Statutory Investments

OVERALL RESPONSIBILITIES: Financial statement close, financial statement analytics, preparation of internal and external financial statements and project participation of onboarding new systems and products.


  • Monthly financial statement close assignments, including journal entries and balance sheet reconciliations focusing on property and casualty insurance premiums, commission and losses
  • Development and maintenance of financial statement management, discussion and analysis, both internally and externally
  • Management relationship with investment management third party, Clearwater
  • Validation and delivery of statutory investment schedules
  • Assists with treasury and custodial transactions
  • Assists with data reporting for investment-related presentations
  • Assists in the creation of quarterly financial statements for internal and external use
  • Attends continuing education annually to maintain and grow knowledge specific to the Company’s systems and statutory accounting principles
  • Continues to seek out opportunities to make current processes more efficient


  • Bachelors in accounting, CPA or CPA track preferred.
  • 5-7 years’ of relevant experience, including statutory investment accounting
  • Experience in general ledger software and financial reporting software
  • Proficient in Microsoft Excel
  • Excellent analytical skills
  • Excellent written and verbal communication
  • Experience in maintaining and developing interdepartmental relationships


POSITION REPORTS TO: Chief Accounting Officer


General Ledger: Workday

Statutory Financial Reporting Software: WINGS by SOVOS

Investment Management Software: Clearwater

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