VP, Investment Accounting (Boston)

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Oliver James is currently representing a fast-growing, well-capitalized insurance firm focused on delivering long-term financial solutions across institutional markets. With a sophisticated portfolio of real estate, renewable energy, and alternative assets, the company is backed by one of the world's leading investment firms and offers a highly collaborative, performance-driven culture.
Vice President, Investment Accounting
Our client is seeking a Vice President of Investment Accounting to join a high-performing finance team. This individual will play a key role in overseeing the financial reporting and accounting processes for a complex investment portfolio, including real estate, renewable energy, and structured partnership vehicles.
This position requires a strong foundation in GAAP investment accounting, experience working with SPVs and tax equity structures, and the ability to operate cross-functionally with investment, operations, and external reporting teams. You'll also contribute to the preparation of 10-Q/K disclosures, manage third-party administrator (TPA) reporting, and support the integrity of internal controls.
Role & Responsibilities

• Lead the monthly and quarterly close process for investment assets, including preparation and review of journal entries, reconciliations, footnotes and variance analyses.
• Oversee accounting for complex investment transactions, including real estate and renewable energy projects, private partnerships, and SPVs.
• Perform and review HLBV (Hypothetical Liquidation at Book Value) calculations for tax equity investments.
• Collaborate with third-party administrators (TPAs) to reconcile statements and validate GAAP results.
• Ensure compliance with SOX/internal control requirements and support periodic audits.
• Prepare financial statements and schedules for quarterly and annual filings.
• Coordinate with FP&A, legal, tax, and operations teams to ensure accurate and timely investment reporting.
• Assist in process improvements, system implementations, and internal documentation of investment accounting procedures.
  

Key Skills

• Bachelor's degree in Accounting, Finance, or related field required.
• CPA preferred; CFA or MBA a plus.
• 10+ years of progressive experience in investment accounting, with direct exposure to renewable energy, real estate, or infrastructure assets.
• Experience preparing HLBV calculations and equity method investment reporting.
• Background in insurance, asset management, or public accounting (Big 4 or national firm) strongly preferred.
• Familiarity with GAAP and, ideally, statutory accounting for investment assets.
• Proficiency with accounting systems (e.g., SAP, Oracle, Clearwater, PAM) and Excel.
• Strong analytical, communication, and leadership skills.
• Ability to manage competing priorities in a fast-paced, high-growth environment.
  

This permanent job position offers a unique opportunity to significantly contribute to the advancement of renewable energy initiatives within a leading insurance company. We are looking for a visionary leader to form part of our esteemed client's innovative finance team. If you are ready to take on this dynamic role, enrich your career and make a substantial impact within the insurance industry, we would be delighted to consider your profile in the selection process.
Apply Now

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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