Fidelity Life/Efinancial

  • Staff Accountant

    Location US-IL-Chicago
    Job ID
  • Overview

    Fidelity Life and eFinancial are looking for someone to fullfill the positon of Staff Accountant. This position is responsible for month-end close, journal entries, reconciliations, analysis, and assisting in internal and external reporting.  The ideal candidate will have a strong foundation in general accounting, is comfortable with the major financial statements and is interested in being developed.


    Fidelity Life is a leading provider of financial security for middle market consumers. With a history of innovation, the company is redefining the life insurance industry with patented products and processes. Fidelity Life pioneered the use of predictive analytics to streamline the new business process and revolutionize the speed with which policies can be issued. Established in 1896, Fidelity Life enjoys a long track-record of success and continues to build its reputation of sound fiscal management and customer-focused innovation. 


    In concert with Fidelity Life, eFinancial is an online and call-center-based insurance agency with a proven direct-to-consumer life insurance model. Using a proprietary and patented sales technology platform, eFinancial operates call centers in Chicago and Seattle. eFinancial’s licensed agents and representatives reach thousands of consumers each day to help meet their unique life insurance needs – often with just a single phone call. To complement this channel, the company recently expanded to offer an entirely digital purchase experience.


    Together, Fidelity Life and eFinancial are revolutionizing the life insurance industry to make life insurance more accessible and affordable for everyday Americans. With an integrated marketing, product manufacturing, and controlled distribution system, the enterprise is uniquely positioned for growth.


     Join a fast-growing organization that is leading the direct-to-consumer life insurance industry. With a uniquely integrated marketing, product, and agency model, eFinancial and Fidelity Life are making it easier for middle market customers to get the life insurance they need at a price they can afford.


    • Perform month-end closing activities and account reconciliations
    • Participate in analytics to provide monthly financial reporting data for the Controller
    • Assist in the completion of regulatory filings on a statutory accounting basis
    • Assist with premium tax return preparation
    • Provide support to accounting staff with issues related to accounting and financial reporting
    • Must have experience performing monthly account reconciliations
    • Must have experience preparing journal entries as needed, including intercompany entries
    • Special projects and other duties as assigned
    • Support compliance with Sarbanes-Oxley internal controls requirements, including updating documentation and policies as required
    • Provide support for the quarterly business reviews and quarterly/annual audits performed by internal and independent auditors


    • Bachelor's Degree in Accounting
    • 2 – 3 years of experience in accounting / finance related role (life insurance accounting a plus)
    • Aptitude and willingness for learning new concepts and procedures
    • Advanced Excel skills: VLOOKUP, pivots, graphs, charts, data analysis, etc.
    • Performing monthly account reconciliations required
    • Preparing journal entries required as needed


    Requires the following skill set:

    • Ability to take direction and work as a team player
    • Experience working in fast-paced environment
    • Ability to work under pressure and problem solve
    • Strong analytical and organization skills
    • Knowledge of GAAP and statutory accounting principles
    • Strong interpersonal skills with the ability to work with staff at all levels
    • Ability to interface with all levels within the corporation and affiliates
    • Effective verbal and written communication skills
    • Ability to work independently and multi-task to meet specific deadlines
    • Strong knowledge of Microsoft Office Suite and other business related software systems


    Fidelity Life Association/eFinancial is an equal opportunity employer and supports a diverse workplace.  As a Fidelity Life/eFinancial employee, you will be eligible for Medical and Dental Insurance, Health Savings Accounts, Flexible Spending Accounts (Health, Dependent Care & Transit), Vision Care, 401(K), Short-term and Long-term Disability, Life and AD&D coverages.



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