Investment Accountant
Company: Tier4 Group
Location: Milwaukee
Posted on: February 14, 2026
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Job Description:
Job Description Job Description Title: Investment Accountant
Location: Milwaukee, WI Type: Hybrid (3 days onsite per week)
Duration: January 2025 - July 2025 (6 month contract) Perks:
Competitive Rates, Benefits, free daily lunch when onsite Job
Summary: Prepare accurate financial reporting for fixed income,
equity securities, and alternative investments for the organization
and its related entities. Ensure accurate monthly, quarterly, and
annual reporting to internal management, external agencies, and
auditors. Contribute to maintaining data integrity by verifying the
accuracy of investment systems and financial processes related to
assets, income, and gains/losses. Primary Duties &
Responsibilities: Assist in preparing the investment sections of
quarterly and annual filings with state insurance regulators and
audited financial statements. Complete monthly closing processes,
ensuring assets, income, and gains/losses are recorded according to
Statutory and U.S. GAAP principles. This includes performing
monthly reconciliations within the investment systems. Collaborate
with cross-functional teams to verify transaction accuracy. Prepare
additional periodic reports as requested. Identify and implement
improvements in reporting and financial processing workflows.
Qualifications: Bachelor’s degree in Accounting, Finance, or a
related field, or equivalent education and experience. Minimum of 5
years of relevant professional accounting experience. Public
accounting experience is preferred. CPA designation is a plus.
Strong understanding of accounting principles and practices related
to investments is a plus. Demonstrated decision-making and
analytical skills. Strong written and verbal communication skills.
Proven ability to collaborate effectively across departments. High
level of personal initiative and self-motivation. Proficiency in
Microsoft applications, especially Excel.
Keywords: Tier4 Group, Bartlett , Investment Accountant, Accounting, Auditing , Milwaukee, Illinois
