Experienced Accountant

Advantage Life Insurance•San Juan, PR

About The Position

The Experienced Accountant supports the Assistant Controller with accounting records, supporting documentation, and day-to-day accounting and finance activities for Advantage Insurance Services (AIS), an affiliated entity of Advantage Insurance, Inc. (AVI). The role manages assigned accounting processes in lower-risk areas while building technical expertise and gaining exposure to more complex accounting and financial reporting through a defined professional growth and career development path. The position also maintains accounting records and prepares financial statements for portfolio-based entities established under the life insurance entity’s policy structures. The accountant supports the Finance team with special projects, ad hoc analyses, and other departmental initiatives as needed.

Requirements

  • Bachelor’s degree in accounting or finance.
  • Three years of experience in a similar role.
  • Fluency in written and spoken English and Spanish.
  • Stay current on and develop a working knowledge of U.S. GAAP requirements.
  • Pursue accounting credentials as part of professional development.
  • Attend required training.

Nice To Haves

  • Experience in a professional, corporate, or fast-paced environment is preferred.
  • Additional qualifications will be considered a plus.

Responsibilities

  • Perform day-to-day accounting for AIS and portfolio-based entities, including bank-related transactions, accounts receivable, and accounts payable, and prepare financial statements.
  • Process accounts payable invoices for payment.
  • Prepare account analyses as needed, including analyses of professional, underwriting, legal, and IT expenses.
  • Prepare bank reconciliations.
  • Support preparation of AIS financial statements.
  • Support preparation of AVI consolidated financial statements, including flux analyses and supporting detail.
  • Support the intercompany reconciliation process.
  • Support corporate and stand-alone entity audit schedules, prepare working papers, and assist auditors with fieldwork.
  • Help ensure auditors understand all aspects of the client’s business and that records and files are in order.
  • Support the Finance team with special projects, ad hoc analyses, and other departmental initiatives as needed.
  • Pursue accounting credentials as part of professional development and attend required training.
  • Develop working knowledge of U.S. GAAP requirements and develop critical thinking, analytical, research, communication, and leadership skills.
  • Assist Seniors and Managers with training and projects.
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