Sr. Investment Reporting Accountant (Hybrid)

Globelife invites qualified professionals to apply for the Sr. Investment Reporting Accountant (Hybrid) opening based in McKinney, TX. This full-time position centers on delivering precise investment-focused accounting and reporting that supports sound financial decision-making for the organization.

What This Role Involves

The Sr. Investment Reporting Accountant (Hybrid) role at Globelife in McKinney, TX centers on producing reliable investment reports, safeguarding data integrity across portfolios, and partnering closely with finance and investment colleagues. Day-to-day work emphasizes careful analysis, timely period-end contributions, and clear documentation that meets both internal needs and external standards. Candidates who thrive in detail-oriented environments and enjoy translating complex investment activity into accurate statements will find this opportunity a strong match for building specialized expertise near McKinney, TX.

Key Responsibilities

• Generate, review, and distribute comprehensive investment reports and related financial statements on a regular cycle
• Complete thorough reconciliations of investment accounts, transactions, and valuations to ensure accuracy
• Contribute to month-end and year-end close activities specifically tied to investment holdings
• Prepare supporting schedules and documentation for internal reviews as well as external audits
• Monitor investment activity for compliance with applicable accounting principles and reporting guidelines
• Partner with portfolio, treasury, and finance teams to resolve variances and refine reporting processes
• Maintain organized records within core accounting systems and supporting tools
• Identify opportunities to enhance efficiency and control quality within investment reporting workflows

Qualifications

• Bachelor’s degree in Accounting, Finance, or a closely related discipline
• Solid professional background in investment accounting, financial reporting, or a comparable senior-level function
• Working knowledge of generally accepted accounting standards as applied to investment instruments and portfolios
• Advanced proficiency with spreadsheet applications and common financial or general-ledger software
• Strong analytical ability, careful attention to detail, and clear written and verbal communication skills
• Demonstrated capacity to manage multiple deadlines while collaborating effectively across teams

About the Company

Globelife is hiring for this role and offers a supportive team environment.

Applying for This Role

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.