Accounting Analyst - MSI

The Baldwin Group • Tampa, FL

1d • Onsite

About The Position

The Accounting Analyst will support the UCTS segment of the Company, with a focus on the accounts receivable function for our MGA insurance operations. The role is responsible for all aspects of the customer setup and billing lifecycle, including new customer onboarding, invoicing, and management of receivables. The Accounting Analyst will perform work under the general supervision of the Accounting Manager.

Requirements

• Effective written and exemplary customer service skills.
• Ability to work independently and as part of a team.
• Exercises strong analytical and problem-solving skills.
• Combines a high level of accuracy with a detail-oriented nature.
• Comfortable adopting new technology and AI-driven tools to drive accuracy and efficiency.
• Demonstrates the organization’s core values, including behavior that is aligned with the corporate culture.

Nice To Haves

• Bachelor’s degree in Accounting is highly preferred but not required.
• Basic knowledge of Excel and Outlook is highly preferred.
• Basic understanding of receivables and billing systems is highly preferred.

Responsibilities

• Set up new customers in the accounting system in accordance with established processes and SOX controls.
• Obtain executed customer agreements from internal sources and file in accordance with documentation standards.
• Prepare and deliver daily invoices in accordance with policy and contractual terms.
• Monitor accounts receivable aging and identify overdue balances; send follow up emails to collect overdue balances.
• Reconcile invoicing data with accounting records to ensure accuracy between billing systems and the general ledger.
• Identify opportunities to improve efficiency and accuracy of the billing process.
• Investigate and correct billing discrepancies.
• Assist with audits and compliance reviews by preparing supporting schedules and documentation, as needed.
• Complete other ad hoc duties as assigned.

What This Job Offers

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