AVP, Investment Accounting

As the AVP, Investment Accounting at Global Atlantic, your main responsibilities will include supporting accounting for strategic investments, preparing monthly and quarterly ledger reconciliations, and ensuring the accuracy of investment results provided by third-party administrators. Additionally, you'll handle complex new investment transactions focusing on real estate and renewable energy, perform control functions compliant with Sarbanes-Oxley, and create management reports analyzing investment performance.

To be considered for the AVP, Investment Accounting position at Global Atlantic, you should have a Bachelor’s degree in Accounting or Finance, with a CPA, MBA, or CFA being preferred. Additionally, you should have 10-12 years of relevant experience, particularly in renewable energy and real estate investment accounting. Strong technical accounting skills, familiarity with complex transactions, and proficiency in investment accounting systems are also necessary.

Success in the AVP, Investment Accounting role at Global Atlantic requires a mix of strong analytical skills, excellent written and verbal communication abilities, and a detail-oriented mindset. You should be proficient in GAAP and statutory accounting principles and have experience with month-end and quarter-end closing procedures. Moreover, a pro-active approach and the ability to handle competing priorities will be vital for thriving in this fast-paced environment.

At Global Atlantic, career development for AVP, Investment Accounting professionals is a priority, with opportunities for continuous learning and skill enhancement. Employees are encouraged to pursue additional certifications and participate in training programs, ensuring they stay current in the industry. Furthermore, the collaborative culture promotes knowledge sharing among team members, enhancing individual and team performance.

Applicants for the AVP, Investment Accounting position at Global Atlantic can expect a competitive base salary ranging from $140,000 to $175,000, based on experience, education, and location. In addition to base pay, employees are eligible for annual cash bonuses, long-term incentives, and a comprehensive benefits package that includes health, retirement, and well-being resources.

When answering this question, highlight your relevant experience managing investments, particularly in renewable energy and real estate. Discuss specific transactions you oversaw, any unique challenges you faced, and how you ensured compliance with accounting principles. Show how your experience aligns with Global Atlantic's focus areas.

Discuss your methods for maintaining accuracy, such as implementing controls, performing reconciliations, and conducting analytical reviews. Provide examples of how you identified discrepancies in financial reports and the steps taken to resolve them.

In your response, emphasize your ability to facilitate effective communication and provide timely information to auditors. Talk about your experience with internal audit procedures and how you ensure compliance, which is especially crucial in an AVP role at Global Atlantic.

Go into detail about your understanding of GAAP requirements relevant to investment accounting. Discuss specific examples of how you complied with these standards and any relevant training or certifications you've received.

Share strategies that work for you, such as prioritizing tasks, utilizing project management tools, and maintaining a clear timeline. Provide an example from your past experience where you successfully met a challenging deadline.

Mention the specific accounting software and investment accounting systems you're familiar with, such as Excel or other relevant platforms. Describe how you've used these tools to enhance your reporting and analysis.

Provide a specific example where you detected an error or anomaly in your accounting records, detailing your analytical process and how you resolved the issue. Emphasize how this impacted your team's overall performance.

Discuss your commitment to professional development, mentioning relevant journals, accounting organizations, and any workshops or training sessions you attend to ensure you're informed about regulatory changes.

Outline your systematic approach, including initial analysis, consulting with stakeholders, creating detailed accounting entries, and ensuring that all regulations are met. Highlight any relevant experiences with similar transactions.

Share your enthusiasm for Global Atlantic's mission, values, and reputation in the industry. Talk about how your skills align with the company's goals and how you can contribute to the team.