Full-Time

Senior Manager

Accounting Strategy & Execution

Posted on 11/12/2025

American Equity

American Equity

501-1,000 employees

Provides fixed index annuities and income

No salary listed

West Des Moines, IA, USA

Hybrid

Category
Accounting (1)
Required Skills
SQL
Visio
Word/Pages/Docs
Risk Management
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in Accounting, Finance or related field of study; plus seven (7) years of progressively responsible related accounting experience; or equivalent combination of education and/or experience
  • Prior supervisory experience preferred
  • Experience overseeing the design, development, and successful completion of accounting focused transformation projects
  • Insurance industry experience a plus
  • Excellent verbal and written communication skills with ability to effectively present information to clients and respond to questions from groups
  • Strong customer service orientation
  • Excellent interpersonal skills
  • Analytical skills with ability to think critically
  • Strong problem-solving skills with ability to define problems, collect data, establish facts, and draw valid conclusions
  • Mathematical skills with strong attention to detail
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
  • Ability to work on multiple projects simultaneously
  • Ability to work cooperatively and successfully with employees, customers, and other outside third parties
  • Ability to successfully handle pressure and meet deadlines in a fast-paced work environment
  • Proficient in the use of Microsoft Office Suite including Word, Excel, Visio, Microsoft Project and Outlook
Responsibilities
  • Works with all appropriate stakeholders and staff to transform accounting processes, procedures, data and systems, enhancing accurate data driven decisions and reporting
  • Leads the accounting functional requirements gathering, development and implementation of various systems, such as our Policy admin systems, ERP and other applications that impact our financial statements, etc.
  • Serves as Accounting subject matter expert in specifically liaising with Technology and IT project manager, translating and prioritizing accounting business requirements for data, processes, systems and resources
  • Contributes to finance and accounting strategy and execution, as well as broader company wide initiatives and programs which may impact finance and accounting
  • Prepares and represents Accounting program and project status updates in collaboration with other Accounting leaders
  • Defines the scope of each project milestone and deliverable in collaboration with internal stakeholders and/or external consultants
  • Researches and acquires deep working knowledge of current accounting processes in order to serve as primary subject matter expert on accounting impacts and requirements for broader company wide initiatives (i.e. implementation of administrative system, new product launches, etc.)
  • Creates a detailed work plan which identifies and sequences the activities needed to successfully complete assigned projects
  • Determines the resources (time, money, equipment, etc.) required to complete assigned projects
  • Develops a schedule and detailed timeline for project completion that effectively allocates the resources to the activities; reviews and adjusts the project schedule with management and all stakeholders
  • Determines the objectives and measures upon which the program will be evaluated
  • Leads the progression of assigned projects and adjusts as necessary to ensure the successful completion of the project
  • Establishes a communication cadence to update stakeholders on project progress
  • Reviews the quality of the work completed with the project team on a regular basis to ensure that it meets expected standards; maintains related SOX controls throughout project life cycle
  • Ensures that the project deliverables are on time, within budget and at the required level of quality
  • Communicates with business users and development teams on project requests
  • Partners with financial reporting and operations leaders and staff on all related accounting process, data and systems activities
  • Reviews and interprets accounting and reporting regulations and applies that knowledge to data, systems and other processes
  • Performs other related work as assigned
Desired Qualifications
  • Certified Public Accountant (CPA) preferred

American Equity Investment Life Holding Company (AEL) builds and sells fixed index annuities (FIAs) and fixed rate annuities aimed at helping people near retirement preserve capital and create a stable income stream. Its FIAs offer a guaranteed minimum interest rate plus an index-linked return tied to an index like the S&P 500, allowing potential growth without direct stock market downside risk. The company earns mainly from the investment spread (the gap between portfolio income and credited interest) and fees from its annuity products. AEL distributes through independent agents, IMOs, banks, and broker-dealers rather than direct-to-consumer channels, giving it broad U.S. reach. In 2024, Brookfield Reinsurance acquired AEL, a move intended to strengthen its capital efficiency and growth path in the competitive insurance market. The overarching goal is to provide secure retirement solutions that protect principal while offering reliable, tax-deferred growth and income for retirees.

Company Size

501-1,000

Company Stage

IPO

Headquarters

West Des Moines, Iowa

Founded

1996

Simplify Jobs

Simplify's Take

What believers are saying

  • FIA sales hit records in 2025 from mass affluent demand and rate stabilization.
  • Brookfield 2024 acquisition integrates with American National for cross-selling.
  • SECURE 2.0 Act 2025 boosts annuities in retirement plans.

What critics are saying

  • Integration with Brookfield erodes FIA share via agent overlap in 12-18 months.
  • FIA concentration squeezes spreads if rates fall in 6-12 months.
  • Name change to American National confuses agents driving to Athene.

What makes American Equity unique

  • AEL specializes in fixed index annuities with principal protection linked to S&P 500.
  • Distributes via 40,000 independent agents, IMOs, banks, broker-dealers.
  • Founded 1995 by David Noble focusing on retirement principal protection.

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Benefits

Hybrid Work Options

Company News

Alacra
Aug 7th, 2025
Brookfield Acquires American Equity Investment Life

Brookfield Wealth Solutions Ltd. completed its acquisition of American Equity Investment Life Holding Company (AEL) and its subsidiaries in Q2 2024. AEL was merged with American National, enhancing its strategic importance. Fitch Ratings considers AEL's subsidiaries crucial, providing a rating uplift. AEL's business profile is driven by its focus on fixed-indexed annuities, though it faces business concentration risks. The report is priced at $300.

The Des Moines Register
Mar 14th, 2025
Five years after COVID's start, Casey's requiring HQ staff to return to office full-time

Last year, American Equity Investment Life Holding Co. announced plans to move its office from West Des Moines to downtown Des Moines and require hundreds of remote workers to return to the office.

Coverager
Dec 4th, 2024
American Equity Receives Financial Strength Rating Upgrade

American Equity <i class="fa fa-info-circle company-popover" data-content="h3American Equity/h3. div. table

Benzinga
Nov 15th, 2024
Area Insurance Professional Receives "Noble Achievement Award"

Springfield, MO November 15, 2024 --(PR.com)-- Neil Bruce Porter Receives Highest Honorary Award from American Equity, a Top Fixed Index Annuity ProviderAmerican Equity Investment Life Insurance Company®, a leading issuer of fixed index and fixed rate annuities, announces Neil Bruce Porter, President, Advisor, and Founder of The Resource Center Inc., in Springfield, Mo., earns one of their most prestigious distinctions: Noble Achievement Award.This award recognizes Porter’s exemplary service and dedication to his clients, and his contributions to the insurance industry and local community. He joins an elite group of American Equity field partners who have received this honor and is among fewer than 20 Noble Achievement Award recipients out of more than 28,000 agents licensed with American Equity.“Congratulations on being recognized with the Noble Achievement Award,” said Jeff Lorenzen, chief executive officer of American Equity. “Your success is a testament not only to your hard work and dedication but also to the exceptional person you are. It’s clear that your character and integrity shine just as brightly as your professional achievements.”Porter is a dedicated family man, having been married for 23 years to the love of his life Deb Gilmore. They are proud parents of four children and grandparents to two wonderful grandchildren. Porter is a well-respected professional with four decades of experience in insurance and financial services

Law360
Sep 10th, 2024
Brighthouse Hits Rival With TM Suit Over 'Shield' Mark

Annuity and life insurance provider Brighthouse Financial on Friday accused competitor American Equity Investment Life Insurance Co. of trademark infringement, claiming in a North Carolina federal court that American Equity is...

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