Fidelity Life/Efinancial

Staff Accountant (Entry Level or Recent Graduate)

Location US-IL-Chicago
Job ID


Fidelity Life and eFinancial are looking for someone to fullfill the positon of Entry-level Staff Accountant for our office located near Rosemont, IL. 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 close activities, such as preparing and posting journal entries, trend analysis and ad-hoc tasks, as required.
  • Upload and reconcile data feeds from third parties into the ledger system. Work with third parties on issues identified as part of the process.
  • Maintain and update financial systems. This includes data uploads, user access changes, troubleshooting.
  • Perform data analysis and be able to draw conclusions as well as provide recommendations based on research performed.
  • Support the preparation of quarterly and annual financial statements and related filings (GAAP and STAT basis).
  • Perform account reconciliations and data balancing in compliance with Sarbanes-Oxley internal controls requirements.
  • Provide support to other members of accounting team as needed and participate in team meetings and projects.
  • Provide support with internal business reviews and quarterly/annual audits performed by internal and independent auditors.
  • Support special projects and other duties as assigned.


  • Bachelor's Degree in Accounting with a 3.5 GPA or above.
  • 0-2 years of experience in accounting related role (prior internship experience a plus).
  • Demonstrated aptitude and willingness to learn new concepts and procedures.
  • Advanced Excel skills: VLOOKUP, pivots, data analysis, etc.
  • Prefer CPA or CPA candidate that has passed at least 1 exam.


Requires the following skill set:

  • Ability to take direction and work as a team player.
  • Ability to work independently and also as part of a team.
  • Ability to work in fast-paced environment.
  • Ability to work under pressure and problem-solve.
  • Be comfortable working with large volume of data.
  • Strong analytical and organization skills.
  • 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 multi-task to meet strict reporting deadlines
  • Strong knowledge of Microsoft Office Suite and other business-related software systems
  • Deadline-oriented.
  • Time management skills.


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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