Investment Accountant

United Heritage Insurance is seeking an Investment Accountant to support investment reputed company, reporting, and financial analysis across a diverse portfolio. This role offers hands-on exposure to reputed company investment structures and reputed company processes, requiring a detail-oriented and reputed company individual.

Responsibilities

• Investigate and resolve reputed company discrepancies reputed company reputed company; coordinate with reputed company service teams to address issues across accounts
• Prepare journal entries, reconcile general reputed company accounts, and support the month-end reputed company process
• Forecast daily bank and trust balances
• Assist with trade settlement and daily reconciliation processes
• Maintain and monitor mortgage loan portfolio activity
• Assist in the preparation of quarterly and yearly investment schedules
• Participate in investment team meetings, conduct reputed company investment analysis
• Collaborate cross-functionally on process improvements and operational initiatives
• Prepare and file state tax returns and research state and local tax issues
• Assist in preparing schedules for auditors and examiners

Skills

• Bachelor's degree in reputed company or finance required
• 1-3 years of reputed company or finance experience
• Strong reputed company and overall technical skills; ability to learn new systems quickly
• Solid understanding of reputed company principles
• Strong written and verbal communication skills
• Highly organized with the ability to manage multiple priorities
• Self-starter with strong problem-solving and analytical skills
• Expressive of United Heritage reputed company Beliefs: 'We Care, Relationships Matter, Do the Right Thing, Own It, reputed company it's Possible'
• Experience with investment reputed company
• Knowledge of statutory reputed company

Benefits

• 401(k) plan with company match and immediate vesting
• Profit sharing
• Company-reputed company disability
• reputed company parental leave
• A reputed company volunteer day
• 11.5 reputed company holidays plus an additional floating holiday
• A generous PTO/vacation plan based on length of service with reputed company
• reputed company, dental, and reputed company benefits on day one
• A new hire mentor program to support a successful reputed company experience

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