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Investment Accounting and Reporting Advisor at Symetra Financial - Apply Now!

Symetra Financial

Investment Accounting and Reporting Advisor at Symetra Financial - Apply Now!

full-timePosted: Nov 25, 2025

Job Description

About Symetra Financial

Symetra Financial is a leading insurance and financial services company dedicated to providing innovative solutions in life insurance, retirement services, and employee benefits. Headquartered in the United States, Symetra empowers individuals and businesses to achieve financial security through a customer-centric approach. With a strong emphasis on inclusion and employee development, Symetra stands out as a premier employer in the industry, fostering a culture where diverse perspectives drive success.

Role Overview

The Investment Accounting and Reporting Advisor role at Symetra Financial is a pivotal individual contributor position on the Investment Accounting & Reporting team. This role demands a proactive professional with deep technical expertise in investment accounting across traditional and alternative assets. Reporting to the Director, you will deliver critical guidance on US GAAP compliance, NAIC Statutory standards, asset valuations, and complex transactions. Ideal for seasoned accountants seeking to influence strategic decisions in a dynamic financial services environment.

Key Responsibilities

In this role, you will tackle high-impact tasks essential to Symetra's investment operations:

  • Research and guide accounting treatments for assets like mortgage loans, private equity, derivatives, and emerging structures.
  • Advise leadership on accounting implications of new investments and regulatory changes.
  • Collaborate on transaction advisory and new standard implementations with the Investment Accounting Policy Specialist.
  • Serve as a trusted partner to Enterprise Reporting, Investment Advisors, Tax, and Actuarial teams.
  • Conduct VIE and consolidation analysis for limited partnerships.
  • Prepare, review, and present technical memos on accounting treatments.
  • Lead projects, including new accounting standard rollouts and process enhancements.

Qualifications & Requirements

To excel as an Investment Accounting and Reporting Advisor at Symetra, candidates must meet these criteria:

  • High School Diploma required; BA/BS in Accounting or Finance preferred.
  • 5+ years in public accounting or financial services with investment accounting exposure.
  • Strong US GAAP knowledge, NAIC Statutory familiarity (IFRS a plus), and technical advisory experience.
  • CPA or CPA-eligible strongly preferred.
  • Proven skills in financial statement preparation, technical research, and VIE analysis.
  • Project management experience with internal controls and new standards implementation.
  • Excellent communication, organization, and adaptability for cross-functional collaboration.

Symetra values professionals who thrive in analytical, deadline-driven settings while contributing to an inclusive team dynamic.

Benefits & Perks

Symetra offers competitive compensation and tailored benefits to support work-life balance:

  • Salary range: $113,700 - $189,400, plus annual bonus eligibility.
  • 401(k) plan with immediate vesting and company match up to 6%.
  • Flexible full-time or hybrid telecommuting options.
  • Generous paid time off: vacation, sick time, flex days, and 10 holidays.
  • Community giving match to double your impact.
  • Comprehensive programs for health, wellness, and professional growth.

Explore more at Symetra's Benefits Overview for full details.

Career Growth

At Symetra Financial, career advancement is a priority. Employees like Kerry S., Sr. Systems Analyst, praise the company's investment in success: 'Symetra will spoil you... Failure is seen as integral to the learning process.' VP Cris H. notes the rewards for those committed to growth: 'If you want to invest in yourself and build a career, this is a great place.' Opportunities abound in life insurance, retirement, and employee benefits divisions, with training, mentorship, and inclusive initiatives paving the way for leadership roles.

Why Join Symetra

Symetra Financial differentiates itself through a supportive, high-performance culture. As an Investment Accounting and Reporting Advisor, you'll partner on strategic initiatives in a company aspiring to be the most inclusive in insurance. Enjoy hybrid flexibility, robust benefits, and a focus on life insurance, retirement planning, and employee benefits solutions. Symetra's commitment to diverse experiences ensures every voice contributes to innovation and success.

Role FAQs

What is the work arrangement?

Flexible full-time or hybrid telecommuting arrangements are available.

Is CPA required?

CPA or CPA-eligible is preferred, alongside 5+ years of relevant experience.

What salary can I expect?

Base salary ranges from $113,700 to $189,400, with bonus potential.

Does Symetra support professional development?

Yes, through challenging projects, learning opportunities, and a culture embracing growth.

Join Symetra Financial today and advance your career in investment accounting excellence.

Locations

  • United States (Remote)

Salary

Estimated Salary Range

113,700 - 208,340 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • US GAAP Expertiseintermediate
  • NAIC Statutory Accountingintermediate
  • Technical Accounting Researchintermediate
  • VIE Consolidation Analysisintermediate
  • Financial Statement Preparationintermediate
  • Project Managementintermediate

Required Qualifications

  • BA/BS in Accounting or Finance (experience)
  • 5+ years in public accounting/financial services (experience)
  • CPA or CPA-eligible preferred (experience)
  • Advanced knowledge of investment accounting (experience)
  • Experience with new accounting standards (experience)
  • Strong communication and problem-solving skills (experience)

Responsibilities

  • Research accounting treatments for diverse investments
  • Advise on new investments and emerging guidance
  • Provide transaction advisory support
  • Assess regulatory impacts and ensure policy compliance
  • Prepare technical memos and VIE analysis
  • Lead ad hoc projects and standard implementations

Benefits

  • general: Salary $113,700 - $189,400 + annual bonus
  • general: 401(k) with immediate vesting and 6% match
  • general: Flexible hybrid telecommuting
  • general: Paid vacation, sick time, flex days, 10 holidays
  • general: Company matching for community giving
  • general: Inclusive culture with career growth opportunities

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Symetra Financial logo

Investment Accounting and Reporting Advisor at Symetra Financial - Apply Now!

Symetra Financial

Investment Accounting and Reporting Advisor at Symetra Financial - Apply Now!

full-timePosted: Nov 25, 2025

Job Description

About Symetra Financial

Symetra Financial is a leading insurance and financial services company dedicated to providing innovative solutions in life insurance, retirement services, and employee benefits. Headquartered in the United States, Symetra empowers individuals and businesses to achieve financial security through a customer-centric approach. With a strong emphasis on inclusion and employee development, Symetra stands out as a premier employer in the industry, fostering a culture where diverse perspectives drive success.

Role Overview

The Investment Accounting and Reporting Advisor role at Symetra Financial is a pivotal individual contributor position on the Investment Accounting & Reporting team. This role demands a proactive professional with deep technical expertise in investment accounting across traditional and alternative assets. Reporting to the Director, you will deliver critical guidance on US GAAP compliance, NAIC Statutory standards, asset valuations, and complex transactions. Ideal for seasoned accountants seeking to influence strategic decisions in a dynamic financial services environment.

Key Responsibilities

In this role, you will tackle high-impact tasks essential to Symetra's investment operations:

  • Research and guide accounting treatments for assets like mortgage loans, private equity, derivatives, and emerging structures.
  • Advise leadership on accounting implications of new investments and regulatory changes.
  • Collaborate on transaction advisory and new standard implementations with the Investment Accounting Policy Specialist.
  • Serve as a trusted partner to Enterprise Reporting, Investment Advisors, Tax, and Actuarial teams.
  • Conduct VIE and consolidation analysis for limited partnerships.
  • Prepare, review, and present technical memos on accounting treatments.
  • Lead projects, including new accounting standard rollouts and process enhancements.

Qualifications & Requirements

To excel as an Investment Accounting and Reporting Advisor at Symetra, candidates must meet these criteria:

  • High School Diploma required; BA/BS in Accounting or Finance preferred.
  • 5+ years in public accounting or financial services with investment accounting exposure.
  • Strong US GAAP knowledge, NAIC Statutory familiarity (IFRS a plus), and technical advisory experience.
  • CPA or CPA-eligible strongly preferred.
  • Proven skills in financial statement preparation, technical research, and VIE analysis.
  • Project management experience with internal controls and new standards implementation.
  • Excellent communication, organization, and adaptability for cross-functional collaboration.

Symetra values professionals who thrive in analytical, deadline-driven settings while contributing to an inclusive team dynamic.

Benefits & Perks

Symetra offers competitive compensation and tailored benefits to support work-life balance:

  • Salary range: $113,700 - $189,400, plus annual bonus eligibility.
  • 401(k) plan with immediate vesting and company match up to 6%.
  • Flexible full-time or hybrid telecommuting options.
  • Generous paid time off: vacation, sick time, flex days, and 10 holidays.
  • Community giving match to double your impact.
  • Comprehensive programs for health, wellness, and professional growth.

Explore more at Symetra's Benefits Overview for full details.

Career Growth

At Symetra Financial, career advancement is a priority. Employees like Kerry S., Sr. Systems Analyst, praise the company's investment in success: 'Symetra will spoil you... Failure is seen as integral to the learning process.' VP Cris H. notes the rewards for those committed to growth: 'If you want to invest in yourself and build a career, this is a great place.' Opportunities abound in life insurance, retirement, and employee benefits divisions, with training, mentorship, and inclusive initiatives paving the way for leadership roles.

Why Join Symetra

Symetra Financial differentiates itself through a supportive, high-performance culture. As an Investment Accounting and Reporting Advisor, you'll partner on strategic initiatives in a company aspiring to be the most inclusive in insurance. Enjoy hybrid flexibility, robust benefits, and a focus on life insurance, retirement planning, and employee benefits solutions. Symetra's commitment to diverse experiences ensures every voice contributes to innovation and success.

Role FAQs

What is the work arrangement?

Flexible full-time or hybrid telecommuting arrangements are available.

Is CPA required?

CPA or CPA-eligible is preferred, alongside 5+ years of relevant experience.

What salary can I expect?

Base salary ranges from $113,700 to $189,400, with bonus potential.

Does Symetra support professional development?

Yes, through challenging projects, learning opportunities, and a culture embracing growth.

Join Symetra Financial today and advance your career in investment accounting excellence.

Locations

  • United States (Remote)

Salary

Estimated Salary Range

113,700 - 208,340 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • US GAAP Expertiseintermediate
  • NAIC Statutory Accountingintermediate
  • Technical Accounting Researchintermediate
  • VIE Consolidation Analysisintermediate
  • Financial Statement Preparationintermediate
  • Project Managementintermediate

Required Qualifications

  • BA/BS in Accounting or Finance (experience)
  • 5+ years in public accounting/financial services (experience)
  • CPA or CPA-eligible preferred (experience)
  • Advanced knowledge of investment accounting (experience)
  • Experience with new accounting standards (experience)
  • Strong communication and problem-solving skills (experience)

Responsibilities

  • Research accounting treatments for diverse investments
  • Advise on new investments and emerging guidance
  • Provide transaction advisory support
  • Assess regulatory impacts and ensure policy compliance
  • Prepare technical memos and VIE analysis
  • Lead ad hoc projects and standard implementations

Benefits

  • general: Salary $113,700 - $189,400 + annual bonus
  • general: 401(k) with immediate vesting and 6% match
  • general: Flexible hybrid telecommuting
  • general: Paid vacation, sick time, flex days, 10 holidays
  • general: Company matching for community giving
  • general: Inclusive culture with career growth opportunities

Target Your Resume for "Investment Accounting and Reporting Advisor at Symetra Financial - Apply Now!" , Symetra Financial

Get personalized recommendations to optimize your resume specifically for Investment Accounting and Reporting Advisor at Symetra Financial - Apply Now!. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Investment Accounting and Reporting Advisor at Symetra Financial - Apply Now!" , Symetra Financial

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Symetra CareersInsurance JobsFinance CareersAccounting JobsInvestment Accounting

Answer 10 quick questions to check your fit for Investment Accounting and Reporting Advisor at Symetra Financial - Apply Now! @ Symetra Financial.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.