Investment Accountant

The Investment Accountant is responsible for managing financial operations and ensuring compliance with accounting standards and regulations. The role handles responsibilities which include preparing financial reports, analyzing financial data, developing budgets and forecasts, managing financial risks, maintaining internal controls, preparing tax returns, and supporting audits. Job Responsibilities Prepares and analyzes financial reports to support decision-making processes and identify areas for improvement. Ensures compliance with accounting standards and regulations by implementing and monitoring internal controls and policies. Develops and maintains relationships with stakeholders such as auditors, regulators, and other departments to facilitate effective communication and collaboration. Manages financial risks by assessing and mitigating risks related to investments, claims, and other financial activities. Develops and monitors budgets and forecasts to ensure financial stability and growth of the company. Conducts financial analysis and provides insights to management on financial performance, trends, and opportunities. Prepares monthly property/casualty and non-insurance financial statements and supplemental reports on both a Statutory and a GAAP basis. Leads frequent communication with external customers, including state and federal regulators and auditors, and internal business partners at all levels in the organization, on topics such as responding to their specific questions on regulatory filings, the process used to calculate a journal entry, or questions on what specific expenses are captured in a certain line on a regional income statement. Supports audits by providing necessary documentation, data, and information to internal and external auditors to ensure compliance and accuracy. Works with business leaders and others within the Finance department to ensure that correct structures (tree based) are in place for accurate reporting within the accounting system. Job Qualifications 0-2 years of experience in Accounting or a related field. Bachelor's degree in Accountancy, Finance and/or commensurate experience. Certifications Certified Public Accountant (CPA) Technical Skills Auditing Computerized Accounting Taxation Audit & Compliance Accounting Software & Tools Stakeholder Management Location Hybrid – defined as working three or more days per week in the office if the employee’s residence is within 50 miles of Westfield Center, OH. About Us Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Equal Opportunity Employer United States: All applicants receive consideration for employment without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, or status as a protected veteran. United Kingdom: Westfield is committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

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