Job Description

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.

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.

About HealthPoint (CHC)

HealthPoint is a community-based, community-supported and community-governed network of non-profit health centers dedicated to providing expert, high-quality care to all who need it, regardless of circumstances. Founded in 1971, we believe that the quality of your health care should not depend on how much money you make, what language you speak or what your health is. Because everyone deserves great care.

Today, HealthPoint is the health care home for more than 100,000 people in King County, Washington. High quality health care is essential to living well and thriving. Yet our region has huge disparities in both access to and quality of care. HealthPoint bridges that gap by breaking down barriers and providing care for ALL regardless of income, insurance, immigration status, or any other circumstance.

We offer a broad range of services (from primary medical and dental, to behavioral health, to natural medicine and acupuncture, to nutrition, to case management) and specialize in providing expert, innovative, and compassionate care to all who need it. That care is provided by over 150 doctors, dentists and other providers PLUS over 200 medical students and residents, dental residents and externs and more each year.

We also work beyond our 17 locations to promote healthy communities. Our mission is to strengthen communities and improve people’s health by delivering quality health care services, breaking down barriers, and providing access to all.

Curious what working at HealthPoint is all about? Check out this video: https://www.youtube.com/watch?time_continue=12&v=qDFlE07Zz_s

Industry

Healthcare & Social Services

Company Size

501-1,000 employees

Headquarters

Renton, Washington

Year Founded

1971

Website

healthpointchc.org

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