Financial Analyst

Financial Analyst

Reporting To: Chief Accounting Officer

Location: Prairieville, LA or Oxford, MS

Job Type: Full Time

Purpose of Job

Upstream Holdings primarily manages Upstream Life Insurance Company. There are several other related entities structured under the holding company which require additional support. Currently, Upstream Life offers fixed annuity products through independent brokers. The focus of this role is to support the successful build-out of the company through sound financial reporting.

We are seeking a qualified individual who can assist the CAO and department staff with a wide array of corporate accounting and financial reporting tasks including account reconciliations for multiple entities, prepare and record journal entries, manage and reconcile A/P, assist with STAT financial statement preparation, and other related accounting functions. The applicant must possess effective communication skills for reporting to various regulatory bodies, external auditors, actuaries, and upper management. The applicant is expected to have a strong work ethic, self-motivated, detail oriented, ability to adapt in a fast-paced environment, and collaborate with various staff and/or departments as applicable.

Responsibilities

• Maintain and balance accounts by verifying, allocating, and posting transactions and reconciling entries
• Prepare financial reports by collecting, analyzing, and summarizing account information and trends
• Manage balance sheets and profit/loss statements
• Document financial transactions
• Assist with monthly, quarterly and annual closings
• Prepare information for outsourced tax and audit purposes
• Comply with financial policies and regulations

Desired Experience

• Minimum of 3 years of experience as an accountant preferably with an insurance company
• Knowledge of statutory accounting regulations and procedures, including Generally Accepted Accounting Principles (GAAP).
• Hands-on experience with Microsoft Business Central 365 or Dynamics
• Microsoft Office 365 experience especially in Excel including formulas, formatting, and pivot tables
• Experience with internal controls and documenting accounting procedures
• Organizational skills with a strong attention to detail
• Excellent written and verbal communication skills
• Critical thinking and problem-solving skills

Education: Bachelor’s degree in Accounting or Finance required

Benefits offered:

• Paid time off
• Banking holiday schedule
• Employee coverage for Health, Dental, and Vision

Compensation will be based on market comparison and experience.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting and location:

• Office – in person

Supplemental pay types:

• Bonus opportunities
• Performance bonus