Financial Consulting Senior Associate- Insurance Accounting

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

About The Job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

Position Overview:
We are seeking experienced Senior Accountants to join our team and support our clients with insurance and investment accounting experience. The ideal candidate will possess expertise in managing typical asset classes for insurance companies, a strong understanding of both Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (STAT), and proficiency with the investment accounting system (PAM, Clearwater, Aladdin Accounting, etc.). This role requires analytical acumen, attention to detail, and a commitment to delivering exceptional client support.

Key Responsibilities
Perform detailed investment accounting tasks for various asset classes, including fixed income, equities, derivatives, real estate investments, private placements, commercial mortgage loans, and alternative investments.

• Prepare and review GAAP and STAT financial statements, schedules, and reports to ensure compliance with regulatory standards.
• Reconcile investment portfolios, ensuring accuracy and resolving discrepancies in a timely manner.
• Utilize investment accounting system for recording, monitoring, and reporting investment activity.
• Collaborate with internal and external stakeholders to provide expert guidance on investment accounting and regulatory reporting requirements.
• Conduct variance analysis, financial reporting analysis, and other ad hoc analyses to support client decision-making.
• Stay updated on regulatory changes and industry trends impacting investment accounting and insurance companies as a whole.
• Technical proficiency and willingness to learn on various technical accounting topics

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent designation preferred.
• Minimum of 3 years of experience in investment accounting, preferably in the insurance industry. Alternatively relevant experience in banking and asset management industries will be considered
• Strong knowledge of GAAP and STAT principles, with a focus on investment accounting.
• Experience with Investment accounting systems (Clearwater, Aladdin Accounting, PAM, others) is highly desirable.
• Proficiency in Microsoft Excel and other financial analysis tools.
• Excellent communication and interpersonal skills, with a client-focused mindset.
• Ability to manage multiple priorities in a fast-paced environment and meet deadlines.
• Strong analytical and problem-solving skills, with keen attention to detail.
• All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email