EXCEL Group

Accounting Manager

• Prepare and post journal entries in support of monthly close.
• Maintain, reconcile, and analyze general ledger accounts.
• Support AR and AP processes, including reconciliations and variance review.
• Assist with month-end close schedules and supporting documentation.
• Support internal and external audit requests with clear, well-organized workpapers.
• Ensure accuracy, consistency, and auditability of accounting outputs.
• Work with accounting exports and subledger data in G-Sheets and other cloud-based tools to clean, structure, and analyze information efficiently.
• Use advanced spreadsheet techniques (G-Sheets preferred; Excel experience transferable) to automate reconciliations and recurring close tasks.
• Build and maintain automated reports, templates, and dashboards that support close and operational visibility.
• Leverage AI-assisted tools to identify anomalies and trends, improve data quality, reduce manual, repetitive accounting work.
• Ensure any automation or AI-assisted workflow is documented, transparent, and maintainable by other team members.
• Identify recurring pain points in close, reconciliations, or reporting and propose incremental process improvements or automation opportunities.
• Partner with the Senior Accountant to implement approved changes in a controlled, practical way.

Accounting Analyst – Automation

Performance Marketing

• Manage and optimize paid search and PPC campaigns across Google Ads and Microsoft Ads (Bing), & Insurance Specific Media Platforms.
• Monitor & Improve KPIs like: ROAS, CPA, Impression Share, CTR, Spend
• Conduct deep data analysis to guide bidding, segmentation, and creative testing
• A/B test ad copy, audience strategies, and keyword sets to uncover performance drivers
• Research new keyword opportunities and emerging SEM trends
• Document learnings and present structured reporting to leadership
• Collaborate cross-functionally with media buyers, design, and analytics teams to execute high-ROI initiatives

Performance Marketing Manager

Affiliate Manager

• Vet new affiliate opportunities from inbound pipeline and referrals.
• Evaluate partner legitimacy, compliance, and scalability.
• Coordinate contracts and onboarding paperwork.
• Partner with technical teams to support integrations, tracking setup, and launch readiness.
• Manage a portfolio of affiliate partners and monitor performance against internal KPIs.
• Analyze reporting dashboards, buyer feedback, and call/transcription data to assess traffic quality and consumer experience.
• Identify optimization opportunities and implement data-driven strategies to improve results.
• Monitor fraud/compliance indicators and take action when standards are not met (caps, pauses, wind-downs).
• Support payout and pricing decisions based on performance and quality outcomes.
• Serve as the primary point of contact for assigned affiliate partners.
• Communicate performance insights and recommendations clearly and professionally.
• Collaborate cross-functionally with Revenue, Compliance, Tech, and Affiliate teams to resolve issues and scale high-performing partners.
• Maintain accurate workflows and documentation in tools like Asana.