Software Guidance & Assistance, Inc. (SGA, Inc.)
Fulltime: Sr Analyst - Investment Accounting - Boston, MA
Software Guidance & Assistance, Inc. (SGA, Inc.), Boston, Massachusetts, us, 02298
Fulltime: Sr Analyst - Investment Accounting - Boston, MA
Fulltime: Sr Analyst - Investment Accounting - Boston, MA
4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Software Guidance & Assistance, Inc. (SGA, Inc.) provided pay range
This range is provided by Software Guidance & Assistance, Inc. (SGA, Inc.). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$80,000.00/yr - $110,000.00/yr Software Guidance & Assistance, Inc., (SGA), is searching for a
Sr Analyst, Investment Accounting
for a
FULL-TIME
salary + bonus & benefits role
with one of our premier
financial
clients. This role will sit in their
Boston, MA
office 4 days weekly.
This is a direct-hire, full-time position --- client cannot sponsor now or in the future.
Cannot work with additional layers of employment.
Position Overview
A leading insurance and investment solutions firm is seeking a
Senior Analyst, Investment Accounting
to join its Investment Accounting Center of Excellence (COE) team. The position supports the reconciliation review between an investment accounting platform and the general ledger (GL), ensuring accuracy, integrity, and adequate substantiation of investment balances in support of both GAAP and statutory (STAT) Investment Controllership functions. The individual will bridge investment operations and accounting to ensure accurate financial reporting and will also contribute to cross-functional initiatives focused on process improvement and consistency in the delivery of investment results across reporting bases.
Responsibilities
Prepare and review investment-related reconciliations for U.S. GAAP and statutory reporting purposes Support the clearing and reconciliation of investment transactions across financial subledgers Collaborate with third-party service providers and internal finance stakeholders to ensure timely processing and accurate general ledger recognition Monitor and substantiate investment-related suspense accounts on a monthly basis Assist with external audit requests and documentation Contribute to ad-hoc projects and continuous process improvement efforts
QUALIFICATIONS
Bachelor's degree in Finance, Accounting, Economics, Business, or related field; CPA or MBA preferred 4+ years of relevant experience in Investment Accounting or Investment Operations with exposure to reconciliation and GL processes Strong understanding of investment accounting under U.S. GAAP and STAT frameworks Advanced Excel skills; familiarity with Hyperion (FCC, Essbase), PeopleSoft, and data analysis tools a plus Strong analytical skills and commitment to process improvement and automation Proven ability to manage competing priorities and deliver multiple workstreams Experience with Clearwater Analytics or similar investment accounting systems preferred
Location Requirement
Strict 4 day in-office role (4 days/week) based in Boston. Only candidates with current or immediate Boston presence will be considered.
SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .
SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Other Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Software Guidance & Assistance, Inc. (SGA, Inc.) by 2x Get notified about new Investment Analyst jobs in
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Fulltime: Sr Analyst - Investment Accounting - Boston, MA
4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Software Guidance & Assistance, Inc. (SGA, Inc.) provided pay range
This range is provided by Software Guidance & Assistance, Inc. (SGA, Inc.). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$80,000.00/yr - $110,000.00/yr Software Guidance & Assistance, Inc., (SGA), is searching for a
Sr Analyst, Investment Accounting
for a
FULL-TIME
salary + bonus & benefits role
with one of our premier
financial
clients. This role will sit in their
Boston, MA
office 4 days weekly.
This is a direct-hire, full-time position --- client cannot sponsor now or in the future.
Cannot work with additional layers of employment.
Position Overview
A leading insurance and investment solutions firm is seeking a
Senior Analyst, Investment Accounting
to join its Investment Accounting Center of Excellence (COE) team. The position supports the reconciliation review between an investment accounting platform and the general ledger (GL), ensuring accuracy, integrity, and adequate substantiation of investment balances in support of both GAAP and statutory (STAT) Investment Controllership functions. The individual will bridge investment operations and accounting to ensure accurate financial reporting and will also contribute to cross-functional initiatives focused on process improvement and consistency in the delivery of investment results across reporting bases.
Responsibilities
Prepare and review investment-related reconciliations for U.S. GAAP and statutory reporting purposes Support the clearing and reconciliation of investment transactions across financial subledgers Collaborate with third-party service providers and internal finance stakeholders to ensure timely processing and accurate general ledger recognition Monitor and substantiate investment-related suspense accounts on a monthly basis Assist with external audit requests and documentation Contribute to ad-hoc projects and continuous process improvement efforts
QUALIFICATIONS
Bachelor's degree in Finance, Accounting, Economics, Business, or related field; CPA or MBA preferred 4+ years of relevant experience in Investment Accounting or Investment Operations with exposure to reconciliation and GL processes Strong understanding of investment accounting under U.S. GAAP and STAT frameworks Advanced Excel skills; familiarity with Hyperion (FCC, Essbase), PeopleSoft, and data analysis tools a plus Strong analytical skills and commitment to process improvement and automation Proven ability to manage competing priorities and deliver multiple workstreams Experience with Clearwater Analytics or similar investment accounting systems preferred
Location Requirement
Strict 4 day in-office role (4 days/week) based in Boston. Only candidates with current or immediate Boston presence will be considered.
SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .
SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Other Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Software Guidance & Assistance, Inc. (SGA, Inc.) by 2x Get notified about new Investment Analyst jobs in
Boston, MA . Boston, MA $90,600.00-$130,295.00 6 days ago 2026 North America Private Equity Analyst-Associate Program
Boston, MA $80,000.00-$95,000.00 2 weeks ago Equity Research Analyst, SMID/MID Opportunistic Value
Boston, MA $100,000.00-$225,000.00 1 month ago Investment Strategy Analyst, Solutions Group Privates Allocator
Boston, MA $80,000.00-$180,000.00 3 weeks ago Quantitative Researcher, Private Equity Co-Investments (Boston, London or Dublin)
Boston, MA $100,000.00-$225,000.00 2 weeks ago VP, External Investment Management – Public Equities
Strategic Initiatives Analyst, Investment Platform
Boston, MA $65,000.00-$150,000.00 3 weeks ago Asset & Wealth Management Regulated Investment Company (RICS) - Manager
Boston, MA $99,000.00-$266,000.00 1 month ago Boston, MA $100,000.00-$300,000.00 4 days ago Greater Boston $143,783.00-$191,504.00 2 days ago Boston, MA $142,600.00-$220,000.00 5 days ago Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS)
Boston, MA $190,000.00-$225,000.00 2 weeks ago Strategist, Investment Platform Business Enablement
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Boston, MA $200,000.00-$500,000.00 20 hours ago Sr Analyst II, Executive & Equity Compensation
Cambridge, MA $100,000.00-$130,000.00 1 week ago Model Validations Investment Risk Consultant
Boston, MA $118,800.00-$237,600.00 2 days ago Investment Management Technology Support Coordinator
Boston, MA $100,000.00-$150,000.00 2 weeks ago Analyst, Data Mgmt & Analytics - Liberty Mutual Investments
Senior Analyst - Life Sciences, Research & Development
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr