Finance Liaison – Investment Treasury Services - Wellmark - Des Moines, IA

Finance Liaison – Investment Treasury Services - Wellmark - Des Moines, IA -

Wellmark is presently recruiting for a Finance Liaison to hitch our Investment Treasury Services workforce! On this position, you’ll function a excessive profile analyst that may be a material professional in numerous invested asset courses and accounting guidelines related to every invested asset class. You’ll keep and improve monetary and accounting techniques to seize transactions and produce monetary and management reviews, and coordinate banking preparations and money management actions to make sure company liquidity wants are met and extra funds are invested. You’ll work with funding professionals and advisors to realize company funding aims in addition to coordinate using third-celebration reporting methods (e.g. custodians, banks, advisors) to help the efficiency reporting course of. You’ll carry out monetary benchmarking and evaluation and produce management and compliance stories as required. Additionally, you will help management with funding evaluation and tasks.

Core Competencies: Accountability: Proudly owning and taking duty for one’s actions. Enterprise Acumen: Understanding business, market, monetary and firm particular operations Collaboration and Communication: Working collectively; take heed to different’s concepts; talk precisely and concisely Determination Making: Think about all information and impacts when making selections Give attention to the Buyer: Persistently doing what’s in the most effective curiosity of our buyer. Leaving a constructive impression on the client by elevating their expertise; making it easier and educating to serving to them perceive.

Minimal Qualifications Required (all have to be met to be thought-about):

Bachelor’s Diploma in Accounting or associated area or direct and relevant work expertise
Minimal 7 years funding accounting expertise

Minimal four years:
Audit expertise
Getting ready and reviewing inner and exterior monetary reporting statements
Robust analytical expertise, with the power to precisely assessment and submit monetary statements
Demonstrated information, understanding and software of Statutory Accounting Rules (SAP) and Usually Accepted Accounting Rules (GAAP), particularly because it pertains to invested belongings
Demonstrated communication expertise, each verbal and written with the power to concisely talk to all ranges of the group
Robust interpersonal expertise, with the power to develop robust relationships each internally and externally

Hiring Specs Most popular:
Bachelor’s Diploma in Accounting or associated subject
Licensed Public Accountant (CPA)

Job Accountabilities:
a. Work with funding professionals, custodians and advisors in management of funding portfolio in assuring compliance with insurance policies and laws whereas attaining funding returns higher than benchmarks.

b. Assessment and approve funding journals and studies in help of inner and exterior monetary assertion preparation on each a Usually Accepted Accounting Rules (GAAP) and Statutory Accounting Rules (SAP) foundation.

c. Create detailed monetary reporting and funding evaluation.

d. Full and assessment compliance testing as required by funding insurance policies.

e. Coordinate banking and treasury relationships and contracts, keep coverage and contract compliance, full banking transfers to match money with disbursements and funding necessities.

f. Oversee every day banking transfers to satisfy day by day money disbursements and funding necessities.

g. Talk successfully with different staff members, different areas of the corporate, and with our clients.

h. Function useful resource for workforce members relating to accounting guidelines.

i. Maintain abreast of funding accounting GAAP and SAP tips to make sure company compliance with reporting necessities.

j. Take part in company course of enchancment actions to scale back prices, enhance timeliness and accuracy and put together documentation on inner controls.

okay. Different duties as assigned.

SUBMIT YOUR CV HERE

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