Staff Accountant
Acrisure • Santa Ana, CA5d • Onsite
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Staff Accountant
Acrisure•Santa Ana, CA
•Onsite
About The Position
We are excited to add a Staff Accountant to our growing team. This role serves as a key contributor within the Corporate Accounting team, working to support financial reporting, reconciliations, and general accounting functions. The position is ideal for a hands-on professional who thrives in a fast-paced, collaborative environment. You’ll be responsible for balance sheet reconciliations, income statement analysis, and journal entry preparation. The ideal candidate is organized, analytical, and comfortable managing multiple priorities. Strong interpersonal and partnering skills are essential, as we operate in a relationship-driven business. Experience in accounting or financial analysis is ; prior exposure to the insurance brokerage or financial services industry is highly preferred.
Requirements
- Strong organizational skills with attention to detail and accuracy.
- Ability to work independently while collaborating effectively across teams.
- Excellent time management and prioritization in deadline-driven settings.
- Strong written and verbal communication skills.
- Analytical and solution-oriented mindset.
- Ability to handle sensitive information with discretion and professionalism.
- High level of initiative, accountability, and follow-through.
- Bachelor’s degree in Accounting, Finance, or related field.
- 1–2 years of experience in accounting, auditing, or financial analysis.
- Experience with balance sheet reconciliations and variance analysis.
- Prior work with both income statement and balance sheet.
Nice To Haves
- Insurance industry experience (preferred).
- Experience with general ledger systems (Workday preferred).
- Familiarity with insurance management systems such as AMS360, Applied Epic, or TAM (highly desired).
- CPA track or certification (a plus, not ).
- Experience in a multi-entity or intercompany environment.
Responsibilities
- Prepare monthly and quarterly balance sheet reconciliations.
- Research and resolve variances during the reconciliation process.
- Conduct monthly revenue and expense variance analysis.
- Prepare month-end journal entries and financial reports.
- Support the monthly and quarterly close of agency management systems.
- Assist in onboarding new Partners to Corporate Accounting processes.
- Review aged accounts receivable (>180 days) and producer commission payables quarterly.
- Audit cash and bank account activity to ensure accurate postings.
- Fulfill audit requests and support annual audit preparation.
- Contribute to year-end processes including budgeting, 1099s , unclaimed property, and state apportionment.
- Reconcile intercompany balances between Acrisure Partners.
- Provide prompt, courteous, and high-quality service to internal and external stakeholders.
Benefits
- Comprehensive medical insurance
- dental insurance
- vision insurance
- life and disability insurance
- fertility benefits
- wellness resources
- paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- commuter benefits
- employee discount programs
- Paid maternity leave
- paid paternity leave (including for adoptive parents)
- legal plan options
- pet insurance coverage
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Job Search Resources
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