Oversee and manage all accounting functions related to occupational accident operations, ensuring compliance with industry regulations, GAAP, and internal policies.
Prepare, analyze, and oversee monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements.
Manage month-end, quarter-end, and year-end close processes, including journal entries, reconciliations, and reporting, ensuring all deadlines are met.
Conduct detailed account reconciliations and address discrepancies.
Prepare monthly general ledger interface entries to record premiums, expenses, losses, and commissions.
Analyze financial data and provide insights to support decision-making and strategic planning.
Support preparation of budgets and forecasts providing detailed financial analysis.
Oversee invoice, vendor payment, and commission payment processes, resolving discrepancies as needed.
Guide and mentor junior accounting staff, fostering a collaborative work environment.
Collaborate with auditors during audits, providing necessary documentation.
Review, improve, and implement process changes for accounting operations efficiency.
Assist in reviewing business processes for improvements and supporting implementation projects.
Stay current on industry trends and best practices to enhance accounting operations effectiveness.

Requirements

Bachelor’s degree from an accredited institution in Accounting, Finance, or Business required.
Minimum of 6+ years of professional accounting experience, ideally within the insurance industry.
Experience with insurance agency accounting/bookkeeping desired.
Intermediate experience with Word, Outlook, Access, and database management; Tableau experience is a plus.
Strong emphasis on advanced Excel knowledge, including formulas, pivot tables, and data analysis.
Experience with Salesforce and/or an Agency Management System (AMS) like Accounting Seed is a plus.

Benefits

Competitive compensation package
Generous 401K employer match
Employee Stock Purchase plan with employer matching
Generous Paid Time Off
Excellent benefits that go beyond health, dental & vision.
Programs focused on your whole family’s wellness, including physical, mental and financial wellbeing
Career development support, including tuition reimbursement, industry-related certifications, and professional training
Dynamic, ambitious, fun, and exciting work environment
Volunteer opportunities and employee-driven corporate giving program

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

GAAPfinancial statementsaccount reconciliationsjournal entriesbudgetingfinancial analysisdata analysisExcelformulaspivot tables

Soft Skills

leadershipmentoringcollaborationproblem-solvingcommunication

Certifications

Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in Business