Staff Accountant

Palomar•La Jolla, CA

6d•Hybrid

About The Position

The Financial Operations Staff Accountant reports to a Manager, Accounting and is responsible for a variety of accounting functions such as performing accurate and timely Monthly Journal Entry Preparation, General Ledger Account Reconciliation and Schedule Maintenance, Bank Reconciliations, Audits and Reporting. The ability to generate reports by pulling data from multiple systems, consolidating, and analyzing the data is required. Critical thinking and adherence to internal deadlines as well as state required deadlines is a must.

Requirements

Bachelor’s degree in accounting or equivalent
2+ years of professional experience
Minimum of 2 years’ experience required - insurance industry preferred
Familiarity with Microsoft Office- Excel (Pivot Tables, Lookups, Formulas), Word, Power Point and Outlook
Ability to organize, prioritize, multi-task and be a self-starter in a fast-paced environment with demanding internal and external deadlines
Strong interpersonal skills and attention to detail a must
Able to work on-site 3-4x/week

Nice To Haves

Build strong relationships through transparency, trust, and respect for each other.
Work in an agile environment, with a resilient mindset to find creative solutions to challenges.
Collaborate and celebrate diverse perspectives, promoting inclusivity and equality.
Do the right thing with strong conviction and integrity.
Be bold and innovative to help make an impact.
Demonstrable track record of working autonomously and driving progress
Be intellectually curious, think creatively, and pragmatic

Responsibilities

Support timely monthly/quarterly financial close, including recording assigned journal entries, completing balance sheet/GL account reconciliations, accruals, and overall maintenance of all operational management accounts
Accurate and timely preparation and maintenance of MGA/PA reporting templates, with commentary explaining results and analyzing variances and trends
Provide audit support and fulfill SOX/internal control requests from internal and external auditors
Research and analyze financial variances as a result of premium reconciliation process and report appropriate corrective action
Standardizes and documents most efficient reconciliation processes
Maintains accurate and organized paper and electronic files with supporting documents
Ensure data integrity by maintaining appropriate controls for audit verification
Monitors, ages in the monthly premium reconciliation process for financial reporting
Keeps updated with the latest methodologies, procedures, and client-specific information
Coordinates premium reconciliation on a monthly basis to meet contractual or other specified deadlines
Interfaces with internal staff to resolve system issues affecting premium reconciliation process and timetable
Other duties as assigned or requested