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Investment Accounting - Staff Accountant I

Security Benefit Business Services / Everly Life
Posted 16 days ago, valid for 18 days
Location

Overland Park, KS, US

Salary

Competitive

Contract type

Full Time

Health Insurance
Paid Time Off
Life Insurance
Disability Insurance
Flexible Spending Account

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Sonic Summary

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  • Security Benefit is seeking an experienced Staff Accountant for their Accounting Operations team, with a focus on investment accounting.
  • The position requires 0-2 years of accounting experience, preferably in investment or corporate accounting, and a bachelor's degree in accounting or finance.
  • The role offers a competitive salary along with annual incentive bonuses and a robust benefits package.
  • Candidates should possess strong organizational, analytical, and problem-solving skills, with a willingness to pursue CPA designation preferred.
  • The position allows for a hybrid work schedule, providing flexibility to work remotely or on-site in Overland Park, Kansas.

We're Looking for an experienced Staff Accountant, Accounting Operations!


About the Company:
Security Benefit is a leader in the U.S. retirement market with more than $75 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®.

We’re proud to have been recognized as one of the best in the business:

  • Named to Ward’s 50 list of top-performing life-health insurance companies
  • Recognized on list of Ingram’s Top 100 Private Companies in the Kansas City area in 2024

 

About the Role:
As a Staff Accountant, Investment Accounting – Accounting Operations, you’ll be an integral part of a collaborative, agile team. You’ll design, analyze, and implement innovative solutions that drive efficiency and exceed expectations.

 

The Staff Accountant, Accounting Operations position reports to Andrew Chivington, Senior Manager, and can be based out of Overland Park, Kansas, or remotely for the right candidate. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

  • Assist with day-to-day investment ledger operations, including data entry, GL maintenance, and support of entity and account setup processes.
  • Support monthly and quarterly close activities, including GL feed preparation, UMB/SST loads, workbook completion, and trial balance re-runs.
  • Prepare and maintain cash reconciliations and recon workpapers, including support of PAM-to-GL and IER-to-Pre-Close tie-outs.
  • Assist in the preparation of audit PBC schedules for assigned entities and respond to follow-up inquiries from internal and external auditors.
  • Support consolidation tagging, journal entry preparation, and portfolio tree compare reviews.
  • Perform investment-level data validation, including income, RGL, and holdings reviews, to support close and reporting accuracy.
  • Assist with intercompany entries, cash wire scrubs, and other operational support tasks as assigned.
  • Participate in process improvement initiatives, special projects, and new investment onboarding support as directed.

 

What We’re Looking For:

  • Bachelor’s degree in accounting or finance.
  • 0-2 years of accounting experience; investment or corporate accounting experience a plus.
  • CPA candidate or willingness to pursue CPA designation preferred.
  • Working knowledge of GAAP.
  • Strong organizational skills with attention to detail.
  • Strong analytical and problem-solving skills.
  • Good interpersonal and teamwork skills.
  • Ability to work in a fast-paced, deadline-driven environment.
  • Experience with ERP systems a plus (PeopleSoft and PAM preferred).
  • Strong computer skills including MS Office Suite (Excel required).
  • Willingness to develop industry-related knowledge in investment accounting and operations.

 

Why Choose Security Benefit?
When you join our team, you’re not just getting a paycheck — you’re getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here’s what you can expect as a full-time Security Benefit associate:

  • Competitive salary and annual incentive bonuses to reward your contributions.
  • 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
  • Paid parental leave after 90 days of service.
  • Comprehensive medical, dental & vision insurance.
  • 401(k) with company match, plus Profit Sharing & Savings Plan.
  • Short- and Long-Term Disability Insurance to give you peace of mind.
  • Flexible Spending Accounts for medical and dependent care.
  • Life Insurance to protect your loved ones.
  • Educational assistance to support your career development.
  • Associate assistance programs for your personal and professional well-being.

 

Ready to Make an Impact?
Apply today by visiting our career page to submit your resume. We’re excited to meet you!

Security Benefit is an Equal Opportunity Employer.

 




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