Senior Staff Accountant
About The Position
The Senior Staff Accountant manages commission statements, reconciles accounts, and resolves discrepancies. The role oversees premium and commission receivables and coordinates payments with clients, accounts, and agents. It prepares and validates journal entries for financial reporting, supports audits, and analyzes commission-related variances. The Senior Staff Accountant builds relationships with internal and external stakeholders and collaborates with Sales, Underwriting, and Finance to ensure accuracy in commission processes. The duties listed describe the general nature and level of work and are not intended to be exhaustive. Additional requirements, projects, and duties may be assigned as needed.
Requirements
- Bachelor's degree in Accounting or equivalent work experience.
- At least 5 years of accounting experience.
- Basic understanding of profit share or retrospective commissions.
- Advanced MS Excel ability.
- Excellent oral and written communication skills.
- High degree of tact and good judgment when dealing with auditors, other company departments, and internal and external clients.
- Self-starter who can meet deadlines and goals within limited time frames.
- Ability to work independently with minimal supervision and make effective decisions to complete work assignments.
Nice To Haves
- Insurance industry experience preferred.
- Oracle General Ledger experience is a plus.
Responsibilities
- Reconcile accounts and resolve reconciling items.
- Maintain a list of aged accounts receivable balances by client, account, or agent.
- Run periodic reports, including monthly and quarterly analytics, and research variances.
- Prepare ledger account reconciliations and resolve reconciling items.
- Review and validate monthly closing and reporting.
- Identify and review controls for operational processes.
- Track audit requests and support audit preparation and information gathering.
- Assist with setup and validation of month-end reporting and system profiles used to create commission statements and capture monthly activity.
- Manage commission statements and premium and commission receivables, and coordinate payments with clients, accounts, and agents.
- Prepare and validate journal entries for financial reporting, support audits, and analyze commission-related variances.
- Collaborate with Sales, Underwriting, and Finance and build relationships with internal and external stakeholders.
- Perform other assigned ad hoc requirements, projects, and duties.
Benefits
- Full benefit package including medical, dental, life, vision, company-paid short- and long-term disability, 401(k), tuition assistance, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
