Accounting Analyst / Analyst II at Protective

This role is ideal for a mid-level accounting professional with at least two years of experience, particularly those coming from public accounting or a corporat

Work type: hybrid

Location: Birmingham, AL

Salary: $52,500 – $90,000/yr

Type: Full-time

Summary

This role is ideal for a mid-level accounting professional with at least two years of experience, particularly those coming from public accounting or a corporate finance background. It requires a strong technical foundation in general ledger reconciliation and a high degree of comfort with advanced Excel. If you have a B.S. in Accounting and an interest in specialized investment operations, this is a strategic step into the financial services sector. The position offers a competitive salary range of $70,000–$90,000 and the stability of a major insurance provider. Based in Birmingham, AL, the hybrid work arrangement provides a balance of in-person collaboration and remote flexibility. For those looking to advance their credentials, the company values candidates with (or pursuing) a CPA, MAcc, or MBA, signaling a culture that supports professional growth. **You might be a good fit if you:** * Have experience managing complex reconciliations and quarter-end close processes. * Are comfortable navigating SAP or similar large-scale ERP systems. * Can translate complex data into clear financial reports for executive stakeholders. * Enjoy "detective work"—investigating discrepancies in daily holdings and cash movement.

Job Description

The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

Protective Life is seeking an Accounting Analyst or Analyst II to support our Managed Separate Accounts team. In this role, you will work closely with third party resources on daily operational processes, securities accounting, custody activities, and issue resolution. You will also support internal line of business teams, external investment managers, and Protective’s Accounting and SAP teams.

This position plays a key role in daily trade and cash operations, general ledger activity, reconciliations, quarter-end close processes, and providing audit and regulatory support. The ideal candidate brings strong analytical skills, advanced Excel capabilities, a solid accounting foundation, and the ability to work accurately and efficiently in a deadline-driven environment.

## Key Responsibilities

• Coordinate with business units, administrative system teams, third party resources, and investment managers to launch new business, including portfolio setup and changes.

• Reconcile general ledger accounts related to trading activity and cash movement across multiple entities.

• Review and investigate differences in daily holdings reconciliations, unit reconciliations, general ledger reconciliations, and other daily accounting reports from a third party resource.

• Review daily cash and custody reconciliations, resolving breaks or discrepancies as needed.

• Prepare general ledger entries and quarter‑end financial reporting to support the close process.

• Communicate with Executive Benefits administrative systems teams and internal partners regarding operational and accounting issues.

• Coordinate with third party resources and investment managers on voluntary corporate actions related to portfolio securities.

• Maintain and update procedures related to third party resource services and internal processes.

• Identify opportunities to improve efficiency and quality across operational workflows.

• Lead process improvements in collaboration with teams across Protective Life and third party resources.

• Support seamless integration of new acquisitions into established processes.

• Respond to requests for information from auditors and regulatory bodies.

• Strong analytical, problem‑solving, and critical‑thinking skills.

• High sense of urgency and ability to manage multiple priorities under strict deadlines.

• Self‑motivated, dependable, and capable of working independently or as part of a team.

• Strong leadership qualities, sound judgment, and professionalism under pressure.

• Exceptional attention to detail and accuracy.

• Excellent written and verbal communication skills; able to explain complex accounting and operational issues clearly.

• Solid understanding of general ledger accounting and reconciliation processes.

• Familiarity with investment accounting principles and custody operations is preferred.

• Experience with SAP general ledger systems is a plus.

• Advanced proficiency in Microsoft Excel.

• Bachelor of Science degree in Accounting or Finance is required.

• Master of Accountancy, Master of Business Administration, or Certified Public Accountant (CPA) designation is preferred.

• Minimum of 1 year of relevant accounting or finance experience, ideally in public accounting or corporate accounting.

• Experience with investment accounting systems, SAP general ledger, or financial services operations is preferred.

This position plays a key role in daily trade and cash operations, general ledger activity, reconciliations, quarter-end close processes, and providing audit and regulatory support. The ideal candidate brings strong analytical skills, advanced Excel capabilities, a solid accounting foundation, and the ability to work accurately and efficiently in a deadline-driven environment.

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