Accountant Sr.

M Financial Group • Dallas, TX

18d • Hybrid

About The Position

M Financial Group: M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years.  M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support. We embrace a progressive, dynamic mindset for every role.  M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you’re looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Senior Accountant to join our team.

Requirements

• Bachelor’s or Master’s degree in Accounting required
• Minimum 4 years of progressive accounting experience, preferably in life insurance
• NetSuite or other ERP systems strongly preferred
• Advanced proficiency in Microsoft Excel; experience with data visualization or analytics tools a plus
• Strong organizational skills with a demonstrated ability to prioritize multiple projects and meet deadlines
• Excellent written and verbal communication skills, including the ability to present financial data clearly
• Collaborative team player who is proactive, detail-oriented, and solution-focused
• Demonstrated ability to drive process improvements and work independently with minimal supervision

Nice To Haves

• CPA or CPA-eligible preferred

Responsibilities

• Lead and perform monthly and quarterly close activities, including preparing journal entries, reconciling general ledger accounts, and analyzing financial data
• Contribute to budgeting and forecasting activities, including variance analysis and budget-to-actual reporting
• Prepare audit-ready workpapers and supporting documentation; serve as a key contact for external auditors during interim and year-end audits
• Collaborate with Internal Audit and Accounting teams to document and test internal controls
• Assist in the preparation of financial presentations and reporting packages for senior management and Board-level meetings
• Identify and implement process improvements and automation opportunities, working with teammates and cross-functional partners
• Provide responsive, professional service to internal stakeholders and external partners
• Contribute to Accounting Team initiatives
• Perform other duties and special projects as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level