Full-Time

Senior Financial Accountant

Confirmed live in the last 24 hours

Western & Southern Financial Group

Western & Southern Financial Group

1,001-5,000 employees

Provides personalized financial solutions and services

No salary listed

Senior

Cincinnati, OH, USA

Category
Budget Analysis
Financial Accounting
Financial Analysis
Accounting
Requirements
  • Bachelor's Degree In accounting and/or finance-oriented field. (Required)
  • Typically having two to five years of related experience. (Required)
  • Demonstrated experience successfully acting as the lead on projects as well as a resource to other accountants. (Required)
  • Demonstrated successful experience in problem-solving situations. (Required)
  • Must provide examples from work experience of going above and beyond the call of duty to assist team members. (Required)
  • Demonstrated working knowledge, understanding and experience interpreting, utilizing and applying statutory and GAAP accounting rules and regulations. Cite examples that demonstrate proficiency in this area.
  • Demonstrated ability to analyze and interpret financial statements and apply a broad business perspective in summarizing results.
  • Proven excellent verbal and written communication skills and experience communicating to and influencing opinion in large and small groups.
  • Cite examples of self-motivation and proactive personal development.
  • Demonstrated ability to adapt communication styles and successfully articulate technical information to associates as well as various levels of management.
  • Proven agility handling multiple priorities within a fast-paced financial environment.
  • Demonstrated ability to handle confidential information with integrity and maturity.
  • Demonstrated commitment to quality, emphasizes the need to deliver quality products and/or services; defines standards for quality and evaluates products, processes and/or services against those standards; builds quality into each step of the process.
  • Proficient in general ledger accounting and spreadsheet applications.
  • Working knowledge of word processing and presentation applications.
Responsibilities
  • Prepares complex general ledger accounting entries for life insurance subsidiaries and non-life entities, on both a statutory and GAAP basis.
  • Executes comprehensive variance analysis of financial results for business unit and shared service leadership.
  • Partners with organizational peers to present results to department leadership and BU analysts to support business unit decision-making, budget analysis and strategic initiatives.
  • Prepares regulatory, external and internal reporting for distribution to management, Board of Directors, regulators and rating agencies.
  • Leads targeted departmental initiatives and is a resource on large-scale enterprise initiatives. Leads coordination with external stakeholders on department projects (i.e., auditors).
  • Performs complex account reconciliations in order to ensure the integrity of financial data.
  • Identifies accounting issues impacting the insurance and non-life companies, researches and escalates issues.
  • Maintains technical accounting expertise of other statutory and GAAP accounting principles. Formalizes results in technical accounting memos.
  • Owns the implementation and maintenance of effective processes and procedures for completing and improving work.
  • Leverages operational excellence to identify, evaluate and implement changes to improve efficiency and reduce risk.
  • Performs other duties as assigned.
  • Complies with all policies and standards.
Desired Qualifications
  • Certified Public Accountant (CPA) Or MBA Upon Hire (Preferred)
Western & Southern Financial Group

Western & Southern Financial Group

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Western & Southern Financial Group offers financial products and services aimed at simplifying complex financial concepts for its clients. The company focuses on middle-market clients, providing personalized, face-to-face consultations to understand their financial needs and goals. This approach allows them to create tailored financial solutions that stand out from competitors. With a long history of financial stability since 1888, Western & Southern Life emphasizes strong relationships built on integrity and loyalty. Their dedicated sales force, supported by experienced managers, ensures a high level of service and professionalism, fostering a culture of excellence for both customers and employees.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for personalized financial advice aligns with Western & Southern's service model.
  • Partnership with Fidelity enhances product offerings in the retirement income market.
  • Expansion of financial literacy programs supports Western & Southern's mission to simplify finance.

What critics are saying

  • Increased competition from Fidelity's Guaranteed Income Direct solution in the retirement market.
  • Exclusion from licensing in key states like New York limits market reach.
  • Reliance on face-to-face interactions may be challenged by digital financial service growth.

What makes Western & Southern Financial Group unique

  • Western & Southern offers personalized financial solutions through face-to-face client interactions.
  • The company has a long-standing reputation for financial stability since 1888.
  • Western & Southern collaborates with Fidelity Investments to offer innovative retirement income solutions.

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Benefits

Flexible Work Hours

Performance Bonus

Company News

Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.

U.S. Securities and Exchange Commission
Feb 1st, 2024
SEC FORM D/A

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

Western & Southern Financial Group
Jan 31st, 2024
Western & Southern, Fidelity Investments Offer New Approach To Protected Retirement Income

Western & Southern recently introduced IncomePoint - a new single-premium immediate annuity (SPIA) - within employer-based retirement plans administered by Fidelity Investments.

Business Wire
Jan 25th, 2024
Fidelity’S® Guaranteed Income Direct Solution Available Nationally, Enabling Employees To Convert Retirement Savings Into Lifetime Income

BOSTON--(BUSINESS WIRE)--Fidelity Investments®, the nation’s retirement leader1, announces the broad availability of Guaranteed Income Direct, a new solution allowing employees to convert all or a portion of their retirement savings – from a 401(k), 403(b) or 457(b) – into an immediate income annuity to provide consistent, pension-like payments2 throughout retirement. Retirement preparedness is a source of financial stress for employees: 79% are worried they won’t have enough money to last their lifetime3, and 85% feel employers should take more responsibility in helping them prepare for retirement4. As such, guaranteed income solutions within workplace retirement plans have become increasingly popular. Fidelity research shows the number of retirees and pre-retirees deciding to stay in plan past their retirement date has continually increased over the past 10 years5, with 65% of participants expressing interest in having guaranteed income options in their workplace plans.6 For employers, the feelings are mutual: 81% of plan sponsors7 would prefer to give retirees the flexibility to stay in plan and withdraw assets throughout their retirement years. “A key challenge for employees as they transition from saving for retirement to living in retirement is ensuring there’s enough predictable income to cover essential expenses,” says Keri Dogan, senior vice president, Financial Wellness and Retirement Income Solutions at Fidelity. “Many people feel anxious about how to generate income in retirement and want to reduce the risk of outliving their assets

PR Newswire
Dec 12th, 2023
Touchstone Investments Launches Dynamic International Etf To Expand Global Exposure

The Touchstone Dynamic International ETF is Sub-advised by Los Angeles Capital ManagementCINCINNATI, Dec. 12, 2023 /PRNewswire/ -- Touchstone Investments, known for its Distinctively Active® mutual funds and exchange traded funds (ETFs), today announced the launch of the Touchstone Dynamic International ETF (TDI: NASDAQ), an actively-managed, fully-transparent ETF that seeks to invest in equity securities of non-U.S. companies domiciled in both developed and emerging markets, which began trading on December 11, 2023.In seeking to achieve its investment objective of capital appreciation, The Touchstone Dynamic International ETF is designed to offer investors a comprehensive framework of investments with broad international exposure. The strategy follows Los Angeles Capital Management's Dynamic Alpha Stock Selection Model®, an adaptive quantitative investment process that considers evolving market conditions and manages investment risk and alpha uncertainty, and weighs factors based on forward-looking expectations.Touchstone Investments launches dynamic international ETF to expand global exposure. Post thisTouchstone Investments' commitment to being Distinctively Active means executing a fully integrated and rigorous process for identifying and collaborating with best-in-class asset managers to sub-advise its funds. Like Touchstone's existing suite of ETF offerings, the Touchstone Dynamic International ETF offers potential for a more tax-efficient, cost competitive and transparent way to access Touchstone's investment strategies with no investment minimum."We are pleased to launch the Touchstone Dynamic International ETF in partnership with Los Angeles Capital Management given the team's unique investment process, designed to build equity portfolios that adapt to dynamic market conditions," said Blake Moore, president and chief executive officer of Touchstone Investments