Accounting Analyst / Analyst II
Protective Life is a company dedicated to providing protection and peace of mind to its customers. They are seeking an Accounting Analyst or Analyst II to support the Managed Separate Accounts team, focusing on operational processes, securities accounting, and issue resolution while collaborating with various stakeholders.
Responsibilities
- Coordinate with business units, administrative system teams, third party resources, and investment managers to launch new business, including portfolio setup and changes
- Reconcile general ledger accounts related to trading activity and cash movement across multiple entities
- Review and investigate differences in daily holdings reconciliations, unit reconciliations, general ledger reconciliations, and other daily accounting reports from a third party resource
- Review daily cash and custody reconciliations, resolving breaks or discrepancies as needed
- Prepare general ledger entries and quarter‑end financial reporting to support the close process
- Communicate with Executive Benefits administrative systems teams and internal partners regarding operational and accounting issues
- Coordinate with third party resources and investment managers on voluntary corporate actions related to portfolio securities
- Maintain and update procedures related to third party resource services and internal processes
- Identify opportunities to improve efficiency and quality across operational workflows
- Lead process improvements in collaboration with teams across Protective Life and third party resources
- Support seamless integration of new acquisitions into established processes
- Respond to requests for information from auditors and regulatory bodies
Skills
- Bachelor of Science degree in Accounting or Finance is required
- Minimum of 1 year of relevant accounting or finance experience, ideally in public accounting or corporate accounting
- Strong analytical, problem-solving, and critical-thinking skills
- High sense of urgency and ability to manage multiple priorities under strict deadlines
- Self-motivated, dependable, and capable of working independently or as part of a team
- Strong leadership qualities, sound judgment, and professionalism under pressure
- Exceptional attention to detail and accuracy
- Excellent written and verbal communication skills; able to explain complex accounting and operational issues clearly
- Solid understanding of general ledger accounting and reconciliation processes
- Familiarity with investment accounting principles and custody operations is preferred
- Experience with SAP general ledger systems is a plus
- Advanced proficiency in Microsoft Excel
- Master of Accountancy, Master of Business Administration, or Certified Public Accountant (CPA) designation is preferred
- Experience with investment accounting systems, SAP general ledger, or financial services operations is preferred
Benefits
- Comprehensive health, dental and vision insurance
- Mental health benefits
- Employee assistance program
- Paid time off
- Paid parental leave
- Short-term disability
- Cultural observance day
- Contributions to healthcare accounts
- Pension plan
- 401(k) plan with Company matching
- ProHealth Rewards
Company Overview
Company H1B Sponsorship
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