Wealth Accounting Lead

About the Job: The Wealth Accounting Lead will independently perform financial accounting functions, and related control activities, for assigned products and processes to ensure conformance with statutory and GAAP accounting standards, as well as compliance with FINRA and SEC regulations. Owns the preparation and analysis of complex product line financial results. Analyzes numerous and sophisticated contract administration systems to ensure the accuracy of product accounting information and identify potential enhancements to improve efficiency. Represents the Department in enterprise-wide system and/or process development activities related to products.What You'll Do:Independently performs financial accounting functions for assigned products and processes to ensure conformance with both statutory and GAAP accounting standards. Includes accounting transactions and balances related to revenue, fees, expenses, field compensation, and associated suspense accounts.Ensures the accuracy of the accounting generated by numerous contract administration systems as well as any vital manual accounting.Researches and resolves complex reconciliation issues, imbalances and open suspense items.Provides mentorship and coaching to others in the Division performing accounting and control activities.Analyzes balance sheet and income statement accounts to ensure the accuracy of accounting.Maintains an effective internal control environment and ensures continued compliance with FINRA and SEC regulations.Performs accurate, timely and value-added complex core financial statement and analytical reporting products for product lines on both a statutory and GAAP basis.Prepares reports and information for inclusion in Board reporting, regulatory filings and other management financial reports.Analyzes financial activity for alignment with expectations and the identification of trends or unusual items.Utilizes operational indicators, business plans/projections and actuarial information in this analysis.Analyzes product accounting and related administration systems to identify potential enhancements to improve accuracy and efficiency.Leads efforts to implement system or process improvements, including those involving change in the operating departments.Collaborates with project teams to acquire a thorough understanding of changes. Independently develops and delivers comprehensive and clear accounting, reporting and testing requirements.Ensures that adequate accounting control structures are designed and implemented, and all necessary accounting information is completely and accurately recorded in the financial accounting systems.Leads ongoing sustainability efforts to ensure continued compliance with the NAIC Model Audit Rule for assigned significant processes.Independently plans a sustainability approach and schedule.Collaborates with process owners and subject matter experts across the Company to ensure adequate internal controls are in place and operating effectively, and...