Staff Accountant

Now CFO•Ardmore, OK

12d•Onsite

About The Position

NOW CFO is conducting a private search on behalf of an independent insurance agency in Oklahoma with offices in Ardmore and Oklahoma City. We are seeking a dependable and detail-oriented Staff Accountant/Bookkeeper to own the day-to-day accounting operations of the agency. This is a hands-on role for someone who thrives in a small business environment, takes pride in keeping things running smoothly, and brings reliability and confidentiality to everything they do.

Requirements

3-5 years of accounting or bookkeeping experience
Strong computer and cloud-based software proficiency
Adaptable, dependable, and able to manage multiple responsibilities simultaneously
High level of confidentiality and professionalism

Nice To Haves

Experience with Applied Epic (cloud-based agency management system)
Insurance agency industry background
HR management experience including benefits enrollment and retirement plan administration

Responsibilities

Process full-cycle accounts payable and accounts receivable
Ensure agency bill checks are processed and sent to carriers by the 15th of each month
Handle commission processing and resolve payment discrepancies
Perform account reconciliations and bank reporting
Pay bills and manage vendor relationships
Process payroll twice monthly
Support month-end close
Collaborate with the external CPA during tax season including 1099 preparation
Correct CSR reports as needed
Run financial and operational reports for Producers and firm leadership
Set up usernames and system logins for staff
Provide administrative and operational support as needed