Accounting and Financial Analyst - American Heritage

The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary

Primarily focus to analyze, prepare, and process accounting transactions. Research and implement new and existing accounting guidance, document technical accounting conclusions and accounting policies, support preparation of financial statements and management reporting, and assist in audit coordination between internal and external teams. Acts as liaison between external auditors and internal finance team during annual audits.

Principal Duties & Responsibilities:

• 35% - Maintain accuracy of financial data through properly recording journal entries, preparing monthly reconciliations and other month end close activities. Perform internal controls to mitigate risks associated with accounting and business processes.

• 35% - Compile, interpret, and communicate financial results, including regulatory and management reporting. Perform internal controls to mitigate risks associated with financial and management reporting.

• 15% - Develop collaborative relationships across the Company’s various divisions and departments to aid in efficient and proactive problem solving. Drive continuous improvement by identifying opportunities to improve and/or automate processes and controls. Prepare ad hoc financial analysis demonstrating industry knowledge. Participate on project teams.

• 10% - Act as liaison between external auditors and internal finance team during annual audits. Organize audit requests and independently retrieve required documentation

• 5% - Perform research, development, and implementation of new and existing accounting guidance related to U.S. GAAP, IFRS, Statutory Accounting Principles, and emerging issues to serve as a subject matter expert.

• Other duties as assigned.

Skills and Background You’ll Need

• Education: Bachelor’s degree required

• Experience: minimum experience: 2-4 years progressively responsible experience in the preparation and interpretation of financial results, or the equivalent combination of education and/or relevant experience.

• Preferred professional licensure or certification: CPA, CMA, or MBA (preferred).

• Location: Employees in this role are fully remote and are responsible for maintaining their office setup at home to include private, professional, and safe working conditions.

• Travel Requirements: Occasional travel (such as conferences or team building) may be required.

Key Behaviors of a Successful Candidate

• Strong problem-solving skills, working across organizations to drive improvements and work through roadblocks.

• Proven business partnering skills, crisp and concise communication to a variety of levels.

• Ability to operate effectively in ambiguous situations, including dynamic and rapidly changing work environments.

• Ability to utilize new and changing technology to streamline and/or automate current company processes and deliverables.

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions

• An annual incentive bonus plan

• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure

• A supportive, responsive management approach and opportunities for career growth and advancement 

• Paid parental leave and adoption/surrogacy assistance

• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Salary Range:

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.