JobsAccountantTampaInvestment Accountant

Applied Underwriters

Posted 10 days ago

Investment Accountant

Applied Underwriters · Tampa, Florida, United States · also Omaha, Nebraska, United States

Full-timeOn site2-5 yrs$65k–$75kListed as no visa sponsorship
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In short

The Investment Accountant manages accounting and reporting for the investment portfolio, including preparing journal entries and account reconciliations. They also ensure financial reporting compliance with GAAP and statutory requirements while contributing to process and technology improvements.

What they're looking for

MUST-HAVE SKILLS

Investment accountingFinancial reportingJournal entriesAccount reconciliationGAAPStatutory accountingProcess improvementTechnology implementation

ALSO MENTIONED

Investment AccountantAccountingFinanceInsuranceGAAPStatutory AccountingInvestment PortfolioJournal EntriesAccount ReconciliationFinancial Reporting

Candidates must hold a Bachelor’s degree in accounting or finance and possess experience in insurance accounting, investment reporting, or internal controls. Proficiency in Microsoft Office, specifically advanced Excel skills, is required.

About Applied Underwriters

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Questions about this role

Is this Applied Underwriters role remote?
Tagged on site.
What does it pay?
The posting lists $65,000–$75,000 a year.
Does it sponsor visas?
Listed as no visa sponsorship.
What experience does it ask for?
Listed as 2-5 years.

The posting, in full

Embark on a rewarding career journey at Applied Underwriters, where employees have been at the heart of our success story for more than 30 years. Headquartered in Omaha, NE, our company thrives on innovation and empowers our employees to shape the future of global risk services. Join a team where your ideas are valued and your talents are nurtured with formal, paid training and mentorship. Experience a workplace culture that celebrates initiative, recognizes results, and provides outstanding benefits that allow you to focus on achieving your full potential.

▶ READ THE FULL POSTING

Embark on a rewarding career journey at Applied Underwriters, where employees have been at the heart of our success story for more than 30 years. Headquartered in Omaha, NE, our company thrives on innovation and empowers our employees to shape the future of global risk services. Join a team where your ideas are valued and your talents are nurtured with formal, paid training and mentorship. Experience a workplace culture that celebrates initiative, recognizes results, and provides outstanding benefits that allow you to focus on achieving your full potential.

The Investment Accountant supports the accounting and reporting for our investment portfolio. The role prepares journal entries, completes account reconciliations, and helps deliver accurate, timely financial reporting in compliance with GAAP and statutory requirements. The Investment Accountant also contributes to process improvements and technology implementations.

Requirements

  • Bachelor’s degree in accounting or finance.
  • Experience in insurance accounting, investment reporting, internal controls, or process improvement.
  • Experience with GAAP and statutory accounting.
  • Proficient in Microsoft Office, with advanced Excel skills.

Our Benefits Include

  • 100% employer-paid medical, dental, and vision insurance for employees.
  • 401(k) plan with 100% immediate vesting and a 4% company match.
  • Paid time off (PTO) and paid holidays.
  • On-site pharmacy, Promesa, provides convenient prescription delivery directly to you.
  • Life, disability, critical illness and accident insurance.
  • Employee Assistance Program (EAP).
  • Pre-tax Flexible Spending Accounts for health, dependent care, and commuter-related expenses.
  • Tuition reimbursement.
  • Fitness reimbursement and various additional quality-of-life benefits.

$65,000 - $75,000 a year

Applied Underwriters is a global risk services firm helping business and people manage uncertainty through its business services, insurance, and reinsurance solutions. As a company, we truly operate differently within our business sector. Applied Underwriters has one of the highest customer retention rates in the industry - a success directly attributed to our employees and their high level of commitment, hard work, and ambition.

APPLY ON APPLIED UNDERWRITERS'S CAREERS SITE ↗
SAVE THIS JOB

We'll keep this job - the posting's full text, even after it closes. Free.

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This listing comes from Applied Underwriters's own careers site. Apply links go to the employer. Last checked 26 Oct 2026.