Martello Re
Director of Investment Accounting, Analytics & Reporting
Martello Re, Charlotte, North Carolina, United States, 28245
Director of Investment Accounting, Analytics & Reporting
At Martello Re, we are building a distinctive reinsurance offering grounded in exceptional client service, innovative solutions, and advanced data analytics. We are committed to attracting top talent and empowering individuals to make meaningful contributions while advancing their careers. Our dynamic, high-energy environment fosters collaboration and encourages bold thinking at all levels. At the same time, we maintain a steadfast focus on long-term financial strength to serve the best interests of our cedants and their policyholders.
The Director of Investment Accounting, Analytics & Reporting is responsible for overseeing the accounting, reporting, and analysis of the company's investment portfolio, which includes a diverse and complex set of asset classes. This role ensures the accuracy and integrity of investment-related financial statements in accordance with GAAP, statutory accounting principles, and applicable regulatory requirements. The Director plays a key role in the analysis and reporting of the investment accounting monthly, quarterly and annual results. This individual will provide insight and analysis for portfolio performance, asset valuation, and compliance with investment policy guidelines.
Key Duties and Responsibilities
Ensure accurate and timely investment accounting and reporting in accordance with US GAAP, NAIC STAT, and BDA STAT.
Collaborate with the internal Investments team and external asset managers to evaluate and execute new, complex investment opportunities.
Administer and enhance the investment accounting platform (Clearwater Analytics), including driving automation and data integrity improvements.
Leads investment accounting policy and analytics for the Investment Accounting team, including areas such as GAAP/statutory guidance, due diligence, data analysis, valuations, impairments, data quality management, multi‑basis reporting, vendor diligence, automation projects, and workflow improvements.
Evaluate technical accounting implications of new investment structures and monitor emerging accounting guidance.
Identify and lead process improvement initiatives that drive operational efficiency, data transparency, and control effectiveness.
Other duties as assigned to support Finance and Investment Operations.
Required Education and Experience
Bachelor’s degree in Accounting, Finance, or a related field.
At least 10 years of relevant post-qualification experience, with a strong focus in investment accounting.
Experience interpreting complex accounting guidance and documenting investment structures.
Knowledge of multiple investment instruments (fixed income, equity, loans), accrual accounting, and valuation methods
Experience managing large and complex investment portfolios and interpreting related accounting requirements.
Ensures technical excellence in applying accounting pronouncements and translating guidance into operational processes.
Proficiency with Clearwater Analytics or similar investment accounting platforms.
Strong knowledge of U.S. GAAP, NAIC statutory accounting, and Bermuda statutory reporting.
Experience coaching and developing high‑performing teams.
Proven track record of delivering timely, high-quality reporting and analysis in a fast‑paced environment.
Background in evaluating alternative investments.
Required Skills
Excellent technical accounting and investment knowledge.
Strong proficiency in Microsoft Office, particularly Excel.
Proven ability to work independently, multitask, and meet deadlines.
Detail‑oriented with a willingness to dive into granular data reviews.
Highly analytical with strong problem‑solving and critical thinking skills.
Effective communicator who can simplify complex topics for diverse audiences.
Collaborative and capable of working cross‑functionally to support broader business goals.
Demonstrated ability to enhance and maintain financial systems and tools.
Ability to build trusted relationships across internal teams and with external partners.
Supervisory Responsibilities
Leads and develops a small team of investment accountants.
Responsible for recruitment, performance management, mentoring, and professional development.
Manages relationships with external consultants, auditors, and service providers related to investment accounting.
Physical Requirements
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 15 pounds at times.
Location and Travel
Martello Re welcomes applications for remote positions from candidates residing in the Eastern United States or in states where the company currently operates. We are proud to be an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.
Periodic travel to Martello Re offices for internal meetings, approximately once per month for 2-3 business days, or more frequently as determined by business needs.
Note for Recruitment Agencies
We kindly request that you do not forward any resumes to Martello Re employees unless specifically requested for this position or other roles within our organization. Martello Re bears no responsibility for fees related to unsolicited resumes.
Note to Applicants
Personal Information collected is used for recruitment purposes only and will be shared with hiring managers and those involved in the hiring process. We may retain your personal information for a reasonable period in compliance with applicable regulations, typically one year post application submission, to enable us to match your details with other suitable job opportunities that may arise from time to time, unless otherwise requested. Please refer to Martello Re’s Privacy Notice for further information on your rights and how we protect your personal information: Privacy Notice – Martello Re.
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The Director of Investment Accounting, Analytics & Reporting is responsible for overseeing the accounting, reporting, and analysis of the company's investment portfolio, which includes a diverse and complex set of asset classes. This role ensures the accuracy and integrity of investment-related financial statements in accordance with GAAP, statutory accounting principles, and applicable regulatory requirements. The Director plays a key role in the analysis and reporting of the investment accounting monthly, quarterly and annual results. This individual will provide insight and analysis for portfolio performance, asset valuation, and compliance with investment policy guidelines.
Key Duties and Responsibilities
Ensure accurate and timely investment accounting and reporting in accordance with US GAAP, NAIC STAT, and BDA STAT.
Collaborate with the internal Investments team and external asset managers to evaluate and execute new, complex investment opportunities.
Administer and enhance the investment accounting platform (Clearwater Analytics), including driving automation and data integrity improvements.
Leads investment accounting policy and analytics for the Investment Accounting team, including areas such as GAAP/statutory guidance, due diligence, data analysis, valuations, impairments, data quality management, multi‑basis reporting, vendor diligence, automation projects, and workflow improvements.
Evaluate technical accounting implications of new investment structures and monitor emerging accounting guidance.
Identify and lead process improvement initiatives that drive operational efficiency, data transparency, and control effectiveness.
Other duties as assigned to support Finance and Investment Operations.
Required Education and Experience
Bachelor’s degree in Accounting, Finance, or a related field.
At least 10 years of relevant post-qualification experience, with a strong focus in investment accounting.
Experience interpreting complex accounting guidance and documenting investment structures.
Knowledge of multiple investment instruments (fixed income, equity, loans), accrual accounting, and valuation methods
Experience managing large and complex investment portfolios and interpreting related accounting requirements.
Ensures technical excellence in applying accounting pronouncements and translating guidance into operational processes.
Proficiency with Clearwater Analytics or similar investment accounting platforms.
Strong knowledge of U.S. GAAP, NAIC statutory accounting, and Bermuda statutory reporting.
Experience coaching and developing high‑performing teams.
Proven track record of delivering timely, high-quality reporting and analysis in a fast‑paced environment.
Background in evaluating alternative investments.
Required Skills
Excellent technical accounting and investment knowledge.
Strong proficiency in Microsoft Office, particularly Excel.
Proven ability to work independently, multitask, and meet deadlines.
Detail‑oriented with a willingness to dive into granular data reviews.
Highly analytical with strong problem‑solving and critical thinking skills.
Effective communicator who can simplify complex topics for diverse audiences.
Collaborative and capable of working cross‑functionally to support broader business goals.
Demonstrated ability to enhance and maintain financial systems and tools.
Ability to build trusted relationships across internal teams and with external partners.
Supervisory Responsibilities
Leads and develops a small team of investment accountants.
Responsible for recruitment, performance management, mentoring, and professional development.
Manages relationships with external consultants, auditors, and service providers related to investment accounting.
Physical Requirements
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 15 pounds at times.
Location and Travel
Martello Re welcomes applications for remote positions from candidates residing in the Eastern United States or in states where the company currently operates. We are proud to be an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.
Periodic travel to Martello Re offices for internal meetings, approximately once per month for 2-3 business days, or more frequently as determined by business needs.
Note for Recruitment Agencies
We kindly request that you do not forward any resumes to Martello Re employees unless specifically requested for this position or other roles within our organization. Martello Re bears no responsibility for fees related to unsolicited resumes.
Note to Applicants
Personal Information collected is used for recruitment purposes only and will be shared with hiring managers and those involved in the hiring process. We may retain your personal information for a reasonable period in compliance with applicable regulations, typically one year post application submission, to enable us to match your details with other suitable job opportunities that may arise from time to time, unless otherwise requested. Please refer to Martello Re’s Privacy Notice for further information on your rights and how we protect your personal information: Privacy Notice – Martello Re.
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