Investment Accounting and Reporting Advisory
Listed on 2026-01-15
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Finance & Banking
Financial Reporting, Financial Analyst -
Accounting
Financial Reporting, Financial Analyst
Symetra has an exciting new opportunity to join us as a Sr. Financial Reporting Specialist
!
As a Sr. Financial Reporting Specialist, you will serve as a key individual contributor on Symetra’s Investment Accounting & Reporting team, providing technical accounting and reporting expertise across a broad range of investment assets. You will partner closely with the Director to support regulatory and reporting updates, advise on complex transactions and new investment structures, ensure compliance with US GAAP and NAIC Statutory standards, and provide guidance on asset valuations and capital/RBC considerations.
This role requires a proactive, analytical professional with strong technical knowledge and a collaborative approach to working across the organization.
- Research and provide practical guidance on accounting treatments for diverse asset types, including traditional investments, mortgage loans, private equity, alternative assets, derivatives, and new products or entity structures
- Advise leadership on accounting implications of new investments and emerging guidance.
- Deliver transaction advisory support on the implementation of new accounting standards in collaboration with the Investment Accounting Policy Specialist
- Serve as a trusted advisor to internal teams and stakeholders including Enterprise and Financial Reporting, Investment Advisors, Tax, and Actuarial by translating complex accounting concepts into actionable recommendations aligned with strategic objectives
- Assess the impact of regulatory and accounting developments on Investment Accounting and Reporting processes and ensure policies remain appropriate and effectively implemented
- Provide VIE and consolidation analysis on new limited partnership positions
- Prepare, review, and present technical memos and documentation related to accounting treatments and transactions
- Lead ad hoc projects, including the implementation of new accounting standards and other initiatives within Investment Accounting and Reporting
Here’s what some of our employees have to say about why they work at Symetra:
“Symetra will spoil you. There aren't many companies that will put as much effort into you being a success as Symetra. The culture will challenge you but simultaneously put you lure is seen as integral to the learning process so there is less reason to be fearful of it.” - Kerry S., Sr. Systems Analyst
“If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work.” - Cris H., VP Internal Sales
What we offer you Benefits and PerksWe don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.
- Flexible full-time or hybrid telecommuting arrangements
- Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
- Paid time away including vacation and sick time, flex days and ten paid holidays
- Give back to your community and double your impact through our company matching
- Want more details? Check out the Symetra Benefits Overview
Salary Range: $113,700 - $189,400 plus eligibility for the company annual bonus program.
Who You Are- High School Diploma is required.
- BA/BS in Accounting or Finance with 5+ years of experience in public accounting and/or financial services, including broad exposure to investment accounting
- Strong technical accounting background, including advanced knowledge of US GAAP, working knowledge of NAIC Statutory accounting (IFRS a plus), and experience with technical accounting policy, advisory, or consulting; CPA or CPA-eligible preferred
- Experience preparing and reviewing financial statements and footnote disclosures, performing technical accounting research, and supporting accounting conclusions; VIE consolidation experience a plus
- Proven ability to manage projects such as implementing new accounting standards, with familiarity in internal controls over financial reporting and related…
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