Financial Analyst

Job Description

Job Description

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:

Bachelors 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

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