Upstream Life
70123 New Orleans, LA
Location
Oxford, MS
Size
51-200 employees
Industry
Financial Services
Founded
1912
Upstream Life: A Century of Financial Excellence Reimagined
Established in 1912 and reimagined in 2016, Upstream Life represents a distinctive blend of century-old financial expertise and modern innovation. Founded by three visionary industry leaders with extensive financial services backgrounds, this privately held firm has evolved from its Oxford, Mississippi roots into a multi-state operation serving clients across the Southeast and California. With 51-200 dedicated professionals, Upstream Life maintains the personalized approach of a boutique firm while delivering enterprise-level financial capabilities.
Comprehensive Financial Solutions
Upstream Life specializes in life insurance, wealth management, investment management, retirement planning, and securities offerings. The company's client-centered philosophy focuses on creating customized financial strategies that adapt to individual goals and changing market conditions. Each solution is designed to help Americans secure their financial futures through solid, innovative products backed by decades of industry expertise.
Career Growth In Financial Services
- Work alongside industry veterans with extensive financial experience
- Opportunities for professional growth within an expanding organization
- Collaborative environment that values expertise and innovation
- Access to continuous product development and cutting-edge financial resources
- Multi-location presence offering diverse career pathways across the Southeast and California
Company Culture and Values
As part of Upstream Holdings, Inc., team members benefit from working within a robust network of financial expertise while maintaining specialized focus. The company's commitment to continuous innovation extends to its corporate culture, where professional development is encouraged and employees contribute to the meaningful mission of helping Americans achieve financial peace of mind. This forward-thinking approach, combined with over a century of financial stability, creates an environment where finance professionals can build rewarding careers while making a lasting impact on clients' financial futures.
Frequently Asked Questions
Upstream Life operates offices in Oxford, Mississippi (headquarters), Baton Rouge, New Orleans, and Lafayette, Louisiana, plus Malibu, California, providing diverse career opportunities across multiple regions.
1
Jobs for Upstream Life in United States
Upstream Life
Upstream Life
A Upstream Life ™ CompanyFinancial Analyst
70123 New Orleans, LA ·
Website:www.upstreamlife.us
Size:51-200 employees
Description
Financial Analyst 📍 New Orleans, Louisiana
🕒 Full-Time | On-Site 📁 Financial Services
Reports to: Chief Financial Officer (CFO)
About Upstream Life: Upstream Life is a dynamic and growing life insurance holding company. We specialize in the design, distribution, and management of fixed annuity products across the United States. As a trusted name in the financial services sector, we're committed to stability, growth, and innovation in an ever-evolving regulatory and economic landscape.
We are seeking a Financial Analyst to join our leadership team and support our CFO in managing the financial operations and strategic planning of the organization. This is a high-impact position that will play a key role in financial reporting, compliance, capital management, and operational effectiveness.
Key Responsibilities
- Assist in the preparation and deliver monthly, quarterly, and annual financial statements in accordance with GAAP and statutory accounting principles (SAP)
- Develop and implement accounting policies, procedures, and internal controls to ensure financial accuracy and risk mitigation related to investment accounting
- Support the CFO in managing statutory investment reporting, cash flow forecasting, and capital allocation strategies
- Assist in the preparation of regulatory filings, including annual and quarterly NAIC statements and related exhibits
- Analyze financial performance, identify trends, and provide actionable insights to support executive decision-making
- Assist in the evaluation of reinsurance economics, investment accounting, and enterprise risk management strategies
- Assist and mentor accounting staff and collaborate cross-functionally with underwriting, operations, and compliance teams
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 7+ years of progressive accounting experience, with at least 3 years in a leadership role
- Prior experience in the insurance, reinsurance, or financial services industry required (life insurance or annuity experience highly preferred)
- Deep knowledge of GAAP and SAP accounting principles
- Strong understanding of statutory reporting, risk-based capital (RBC), and insurance regulatory frameworks
- Proficiency with general ledger systems and financial reporting software (e.g., Oracle, Sage Intacct, or similar)
- Strong analytical, organizational, and communication skills
Why Join Upstream Life?
- Be a key player in a nimble, growth-oriented financial services company
- Work directly with executive leadership to influence company strategy
- Competitive salary and performance-based incentives
- Health, dental, vision, 401(k), and other full benefits
- Located in the heart of New Orleans - a unique and vibrant city with rich culture and history
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