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 the 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 to ensure accuracy and compliance.
Prepare monthly general ledger interface entries to record premiums, expenses, losses, and commissions.
Analyze financial data and provide insights to support decision-making, strategic planning, and forecasting.
Support the preparation of budgets and forecasts by providing detailed financial analysis and variance explanations.
Oversee the receiving, invoicing, vendor payment, and commission payment processes, resolving discrepancies as needed.
Guide and mentor junior accounting staff, fostering a collaborative and productive work environment, and assist with training new team members.
Collaborate with internal and external auditors during audits, providing necessary documentation and explanations.
Review, improve, and implement process changes to yield greater efficiencies within accounting operations.
Utilize Salesforce and Accounting Seed to manage accounting data, track performance metrics, and generate reports for management review.
Process and review intercompany billing and transactions, ensuring proper documentation and accuracy.

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.
A core C&F tenet is supporting your career development, so we provide a wealth of ways for you to keep learning, which may include tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
A dynamic, ambitious, fun and exciting work environment
Spirit of social and community responsibility, matching donation program, volunteer opportunities, and an 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 analysisvariance analysisdata analysisExcelintercompany billing

Soft Skills

leadershipmentoringcollaborationproblem-solvingcommunicationorganizational skillsattention to detailstrategic planningtrainingprocess improvement

Certifications

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