Lead Technical and Investment Accountant

Be Part Of A High-Performing Team:

Join an established financial services organization whose investment controllership function supports accurate accounting, reporting, and governance across a diverse investment portfolio. The team operates in a highly collaborative and control-focused environment, partnering closely with finance leaders and investment stakeholders to apply evolving accounting guidance, strengthen reporting processes, and maintain high standards across U.S. GAAP and statutory accounting.

What’s In Store For You:

• Engagement: W2 only, with no C2C or 1099 arrangements.
• Contract-to-hire opportunity with the potential to transition into a long-term accounting leadership path.
• Hybrid schedule in Richmond, Virginia, with two required onsite days each week.
• Exposure to complex accounting matters, investment portfolios, technical guidance, and financial reporting processes.
• Opportunity to contribute to process improvements and automation within an established controllership organization.

How You Will Make An Impact:

• Execute month-end and quarter-end close activities, including journal entries, account reconciliations, analysis, and reporting.
• Research and apply U.S. GAAP and statutory accounting guidance to complex accounting matters.
• Support the adoption and implementation of new accounting standards and internal accounting policies.
• Prepare clear accounting documentation, position papers, or technical memoranda supporting accounting conclusions.
• Perform accounting and reporting activities for investment portfolios that may include fixed income and alternative assets.
• Execute SOX controls and help maintain accurate, well-supported financial processes.
• Evaluate accounting workflows, system outputs, and data to identify errors, gaps, and improvement opportunities.
• Partner with finance, investment, reporting, and operational stakeholders to resolve complex accounting matters.
• Support process improvement and automation initiatives, including existing analytical or workflow tools.

Do You Bring Proven Success in Technical and Complex Accounting?

• Bachelor’s degree in Accounting, Finance, or a related business discipline.
• At least five years of progressive accounting experience.
• Public accounting experience with a Big 4 or established regional accounting firm.
• Strong understanding of U.S. GAAP and experience interpreting accounting guidance.
• Demonstrated experience adopting or implementing new accounting standards or requirements.
• Hands-on ownership of journal entries, reconciliations, month-end close, and financial reporting.
• Ability to explain complex accounting conclusions clearly to business and finance stakeholders.
• CPA certification is strongly preferred; candidates actively pursuing certification may be considered.
• Investment accounting, insurance, financial services, or asset-management experience is preferred.
• Exposure to fixed income securities, alternative investments, CECL, or statutory reporting is beneficial.
• Experience with Oracle Financials, TM1, PAM, Alteryx, or similar financial systems is helpful.
• Strong analytical judgment, adaptability, communication, and documentation skills.
• Must be local to the Richmond, Virginia area and available to work onsite twice per week.