Investment Accounting Director

Our client in the insurance industry is looking for a Investment Accounting Director to join their team in Orange County


Job Description:

  • Provide investment reporting to internal and external clients
  • Investment related survey results for the annual rating agency surveys
  • Prepare annual rating agency presentations
  • Prepare quarterly Board package for the Investment and Finance Committee.
  • Develop a strong relationship with Investment Management as the customer
  • Oversee the budgets for all cost centers and divisional allocations
  • Oversee the development of the annual plan
  • Prepare quarterly performance results package



  • Public/Big 4 accounting experience
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to manage multiple priorities with accuracy and efficiency while meeting deadlines
  • Able to adapt to changing priorities
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in accounting, finance or related field and a minimum of 10 years’ relevant experience

Ref #24564


Dora DangInvestment Accounting Director