18 investment accountant jobs found

Position Summary The Senior Financial Planning Analyst is responsible for leading the financial oversight of strategic projects, including project budgeting, forecasting, capital planning, and investment evaluation. This role partners closely with project managers, sponsors, and cross-functional leaders to ensure financial rigor across business cases, Cost-Benefit Analyses (CBAs), and Investment Committee materials. In addition to advanced financial modeling and forecasting responsibilities, the Senior Analyst plays a critical role in reporting and evaluating project performance, maintaining project financial frameworks, and ensuring readiness of financial materials for executive review. What will your job entail? Job Responsibilities • Lead the financial planning and analysis for strategic projects, including development of project budgets, forecasts, and funding plans. • Review and validate Cost-Benefit Analyses (CBAs) prepared by project teams to ensure accuracy,...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role As an Accounts Payable Accountant, you’ll process and analyze accounts payable and administer our departmental systems. You’ll connect with business partners across the organization on invoices, ensure the timely and accurate verification and payment of invoices, monitor compliance with company policies and regulatory guidelines, reconcile assigned accounts, and prepare and approve journal entries. You’ll also be challenged to recommend improvements to departmental operations and controls, streamline existing processes, drive efficiencies, and represent the department on operational...

Position Summary The Senior Staff Accountant is responsible for preparing and analyzing financial reports and conducting variance analysis to ensure accuracy and compliance. The role assesses financial health, manages revenue recognition, and stays updated on regulatory changes while improving processes and supporting audits. They collaborate with cross-functional teams, participate in projects, support budget management activities, and assist in risk assessment and mitigation strategies for the insurance company. What will your job entail? Job Responsibilities: • Prepares and analyzes financial reports, including income statements, balance sheets, and cash flow statements, ensuring accuracy and compliance with regulatory requirements. • Manages banking files and monitors bank statements and funding. Manages Accounts Payable and Accounts Receivable, prepares commission reports, and monitors transaction transmissions. • Conducts variance analysis to compare actual financial...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! This position will be responsible for the resolution of moderate to high complexity and moderate to high exposure claims which can be subject to disputes that must be resolved in mediation or litigation. The primary purpose of this job is to handle claims from coverage enquiry through legal liability assessment (where relevant) and quantum analysis, to timely and accurate resolution; ensuring mitigation of indemnity and expense exposure while communicating developments and outcomes as necessary to all...

The Administrative Assistant performs diverse administrative responsibilities for various levels of staff within the company. This position coordinates various projects and prepares reports and information which may be of a highly confidential and critical nature, supporting the goals of local management, and of CorVel.  This is a hybrid role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Answers phone calls Handles inquiries appropriately May open, read, prioritize, route and distribute incoming mail or other materials May coordinate, schedule, and maintain event calendars, including travel arrangements, customer appointments, meetings, conference calls, and room reservations Organizes and maintains document storage May create and prepare presentations, memos, reports, correspondence and miscellaneous projects May assist in basic accounting functions Additional duties as assigned   KNOWLEDGE & SKILLS: Excellent...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in more than 600 offices throughout North America, HUB has grown substantially, in part due to our industry...

Description This role will be onsite at our Schaumburg office. Summary: Credit Underwriter - Inventory Finance (IF) is responsible for analyzing and monitoring credit worthiness of assigned customers/accounts and recommending and/or approving credit within established guidelines.  Includes analyzing financial statements and completing ratio and trend analysis of statements to determine if a customer is eligible for financing. Duties and Responsibilities: Underwrite high quality credit narratives in support of new and existing loans. Review and analyze various transactions.  Includes review and analysis of applications, financial statements, balance sheets, D&B reports, etc. Spreading business financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from financial information. Understand cash flow from operations, which includes identifying recurring and...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description This role offers a unique opportunity to gain diverse experience across two dynamic areas within Allstate Investments: Strategic Ventures and Opportunistic Investments. Participants will develop a broad skill set in research, financial analysis, investment strategies, and deal structuring, while building valuable networks within the industry. This program is ideal for those looking to accelerate their career growth, gain exposure to different facets of the business, and contribute to strategic initiatives that drive Allstate's success....

Job Description   Amazing Career Moments Happen Here     Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable; we’re creating a place where amazing career moments are made possible.        Position Overview    We’re searching for a Director, Product Management to join our Digital Payments team in hybrid location from either our Chicago, Salt Lake City or Toronto office. To keep us headed in the right direction, we’re looking for people who understand winning is a team sport, who value and seek to learn from our team’s diverse experiences and backgrounds, who...

Position Summary The Treasury and Finance Analyst is responsible for managing and analyzing financial activities within the organization. This includes cash management, financial planning, budgeting, and risk management. The role requires strong analytical skills, attention to detail, and a deep understanding of financial markets. What will your job entail? Essential Duties and Responsibilities Prepare cash, investment income, and interest expense forecasts for both domestic and international business units and perform periodic budget to actual analysis Assist in producing cash flow statements given a P&L and balance sheet Act as primary financial modeler with the company’s consolidation system, Workday Adaptive Planning Participate in the annual budgeting process Develop financial models and presentations to assist ad-hoc projects including capital raises and equity offerings Prepare schedules and debt calculations to support the Company’s...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions Senior TBM Planning Analyst We are hiring a...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions TBM Planning Manager / Senior Manager We are...

ABOUT US At   HUB International , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and more than 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Position Summary The Treasury Manager is...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description As part of Allstate Investments’ Private and Alternatives Investment Group (“PAIG”), the Portfolio Management & Analytics team’s goal is to improve investment and portfolio management decisions through the use of data and analytics. The candidate will support the Portfolio Management & Analytics team across a range of activities, including quantitative analysis, project management, dashboard design and creation, and regular portfolio monitoring. They will spend a majority of their time supporting the Private Equity and...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in more than 600 offices throughout North America, HUB has grown substantially, in part due to our industry...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Cloud FinOps Analyst / Lead We are hiring a Cloud FinOps Analyst...

You spend at least a third of your day at your job. You might as well spend it doing something you really love while working with a team you really enjoy being with, right? That’s the kind of atmosphere we offer at Pekin Insurance—fun, fast-paced, gratifying, supportive, and collaborative.     Of course, it’s not all fun and games. Insurance is a serious business, and we pride ourselves on making people’s lives whole again after a major disaster or even a fender bender.  It’s that sense of helping people that makes our team want to do our best every day.     If you want to be excited about starting your workday and are ready to make a real difference in people’s lives, this could be the right spot for you.   This is your opportunity to belong, thrive, and make a difference—right here at Pekin Insurance.   Position Overview The Director of Treasury is responsible for the determination of cash requirements, short-term cash investments, and maintenance of...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role As a Product Analyst at COUNTRY Financial, you will be a critical member of our Market Management team (formerly State Product Management), reporting to the Market Analytics Supervisor. You will be responsible for deepening product insights for Market Managers by advancing our analytical capabilities, leveraging tools such as SQL and Python to enhance data exploration, automate analysis, and generate actionable insights. Your work will help drive analytic and competitive tools, improve data accessibility, and strengthen strategic decision-making across Personal and Commercial lines....