Accountant I/II/III

Excellus BCBSRochester, NY
Hybrid

About The Position

Under the general guidance of the assigned management and in accordance with established systems and applicable accounting principles, the incumbent prepares and maintains a complete set of records to support financial transactions of the assigned area and/or Company. The incumbent will perform the accounting functions and activities in accordance with the specific requirements of the accounting area assigned, prepare and analyze various tax filings, and/or prepare internal and external financial reports. This role involves multiple levels of classification (I, II, III) differentiated by demonstrated knowledge, skills, and the ability to manage increasingly independent and/or complex assignments, broader responsibility, additional decision making, and in some cases, becoming a resource to others. This differentiated approach also provides guideposts for employee development and promotional opportunities.

Requirements

  • In lieu of a bachelor’s degree in accounting, a combination of relevant education and/or experience will be considered (a minimum of seven (7) years for Level I, nine (9) years for Level II, eleven (11) years for Level III).
  • Bachelor’s degree in accounting with a minimum of one (1) year of relevant experience is required for Level I.
  • Candidates who have passed the CPA exam with less than one (1) year of relevant experience will be considered.
  • Other business degrees with an accounting concentration may count toward the experience requirement.
  • Demonstrated understanding of financial statements and GAAP.
  • An understanding of Statutory Accounting Principles would be beneficial.
  • Ability to interpret and effectively implement/apply changes in accounting guidance.
  • Demonstrated attention to detail required.
  • Demonstrated team working skills required.
  • Demonstrated analytical skills required.
  • Demonstrated ability to communicate and interact with all levels of the organization.
  • Takes initiative and promotes a continuous improvement mindset and culture.
  • Ability to simultaneously handle multiple priorities.
  • Ability to work independently.
  • Working knowledge of Microsoft Office Suite (Excel, Word, and Access).
  • Bachelor’s degree in accounting with a minimum of three (3) years of relevant experience is required for Level II.
  • If a candidate has a CPA license or an MBA, a minimum of two (2) years of experience is required for Level II.
  • Strong ability to communicate and interact with all levels of the organization (Level II).
  • Ability to work under general supervision, able to handle more complex priorities (Level II).
  • Possess solid working knowledge of Microsoft Office Suite (Excel, Word, and Access) (Level II).
  • Bachelor’s degree in accounting with a minimum of five (5) years of relevant experience is required for Level III.
  • If a candidate has a CPA license or an MBA, a minimum of four (4) years of experience is required for Level III.
  • Strong understanding of financial statements and GAAP (Level III).
  • An expert understanding of Statutory Accounting Principles (Level III).
  • Ability to work independently and handle the most complex priorities (Level III).
  • Strong attention to detail required (Level III).
  • Strong team working skills required (Level III).
  • Strong analytical skills required (Level III).

Nice To Haves

  • An understanding of Statutory Accounting Principles would be beneficial.

Responsibilities

  • Gathers and analyzes financial data from a variety of sources to prepare journal entries, account reconciliations and financial schedules in a manner consistent with ensuring internal and external audit compliance (i.e., appropriate documentation and support), in accordance with the applicable policy.
  • Provides periodic analysis and interpretation of financial statements at both an individual account level and at the financial statement line and Company level, including the development of processes to accumulate and analyze data spread over multiple systems/locations, for management review.
  • Prepares financial statements and regulatory filings under Statutory Accounting Principles (SAP), Generally Accepted Accounting Principles (GAAP) and other applicable regulations.
  • Researches technical accounting and financial reporting issues, documenting the analysis of issues, including accounting positions considered and conclusions reached.
  • Maintains and enhances the control environment, consistent with NAIC Model Audit Rule, by applying the internal corporate policies and procedures and external regulations.
  • Interacts with other areas (Finance Line of Business team, IT, Actuary, Treasury, A/P, Payroll, etc.) in the preparation of monthly internal financial reports, quarterly and annual respective State Insurance Department reports and other regulatory agency reports.
  • Keeps abreast of accounting/professional developments by attendance at seminars/workshops and professional society meetings, review of publications and as necessary, independent study.
  • Provides support to projects/initiatives within Finance or the wider Enterprise.
  • Back-up, train and offer guidance to other accountants in the department, as applicable.
  • Establishes and maintains constructive relationships when dealing with internal and external professionals, institutions, and agencies.
  • Consistently demonstrates high standards of integrity by supporting the Lifetime Healthcare Companies’ mission and values, adhering to the Corporate Code of Conduct, and leading according to the Lifetime Way values and beliefs.
  • Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures.
  • Regular and reliable attendance is expected and required.
  • Performs other functions as assigned by management.
  • Works on more complex technical accounting and financial reporting issues, documenting the analysis of issues, including accounting positions considered and conclusions reached (Level II).
  • Provides enhanced support to projects/initiatives within Finance or the wider Enterprise (Level II).
  • Possesses a broader knowledge of subject matter (Level II).
  • Handles complex technical accounting and financial reporting issues, documenting the analysis of issues, including accounting positions considered and conclusions reached (Level III).
  • Leads projects/initiatives representing Accounting and Financial Reporting division (Level III).
  • Possesses comprehensive knowledge of subject matter (Level III).
  • Acts in a consultative capacity to management at all levels of assigned organization unit to provide professional technical expertise in the determination of suitable approaches to financial concerns (Level III).

Benefits

  • group health and/or dental insurance
  • retirement plan
  • wellness program
  • paid time away from work
  • paid holidays
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