Finance Operations

About Investors Heritage

Since 1960, Investors Heritage has offered life insurance and annuity products that help individuals plan for retirement and preserve their legacies. Headquartered in Frankfort, Kentucky and licensed in nearly every U.S. state, we combine deep regional roots with a national presence-delivering forward-thinking, tech-enabled solutions grounded in the old-fashioned value of personal service.

In 2018, Investors Heritage was acquired by Aquarian Holdings as its flagship insurance carrier. With the backing of Aquarian, success of our products and our solid partnerships, we've entered a period of strategic growth and innovation – earning multiple recognitions as one of the fastest growing life and annuity insurers in the country.

And we're not stopping there. We continue to innovate sensibly, build relationships with our partners and deliver exceptional service to our clients. Having that kind of foundation – one built on reliability, consistency, and quality – grounds everything we do at Investors Heritage. We're looking for talented, driven individuals who want to grow with us.

We are currently seeking candidates for a Finance Operations & Treasury Analyst position. In this role you will work both independently and as part of a team, be customer focused, detail oriented and able to work quickly and accurately in a deadline-driven environment. This position will report to the AVP of Finance.

This is a hybrid position.

Job Duties:

• Support daily treasury functions, including cash positioning, bank account reconciliations, funds transfers, and monitoring of liquidity and working capital requirements.
• Prepare, review, and analyze general ledger entries, account reconciliations, and variance analyses to ensure accuracy and integrity of financial data.
• Collaborate with third-party administrative clients and banking partners to execute transactions, resolve issues, and ensure accurate financial reporting.
• Assist in the preparation and review of federal and state tax withholdings, 1099 filings, and W-9 solicitations; ensure timely submission and compliance with regulatory requirements.
• Compile and maintain financial information for various statutory and regulatory filings in accordance with state, federal, and industry requirements.
• Contribute to the maintenance and enhancement of internal controls and processes surrounding financial information, treasury operations, and reporting systems.
• Coordinate and provide support for internal and external audits by preparing schedules, gathering documentation, and responding to auditor inquiries.
• Research accounting and reporting issues to ensure compliance with GAAP, tax, and regulatory standards; recommend and implement appropriate solutions.
• Participate in ad hoc financial projects, process improvements, and system implementations as assigned.
• Identify opportunities to streamline workflows and strengthen financial reporting accuracy and timeliness.

Job Requirements:

• Bachelor's degree in Accounting, Finance, or a related field required.
• Progress toward MBA, CPA, or CFA designation preferred.
• Minimum of 2+ years of relevant accounting, finance, or treasury experience; exposure to financial services or banking operations is a plus.
• Proficient in Microsoft Excel (pivot tables, lookups, modeling) and Word; experience with financial ERP systems or data analysis tools preferred.
• Excellent written and verbal communication skills with the ability to explain complex financial concepts clearly.
• Strong problem-solving skills and a high level of attention to detail and accuracy.
• Demonstrated commitment to internal and external client service and partnership.
• Highly organized and able to prioritize multiple tasks under tight deadlines.
• Demonstrates initiative, persistence, and sound judgment.
• Comfortable working both independently and collaboratively within a team-oriented environment.
• Upholds confidentiality, integrity, and accuracy in all work performed.