Insurance Accounting Senior Associate
Core
Execute month-end closing processes, prepare and approve journal entries, and conduct balance sheet reconciliations for Broker Management and G/L systems.
Role type
Senior Accountant (Corporate Accounting)
Builds
Monthly financial reports and compliant general ledger systems
Domain
Insurance Brokerage / Corporate Accounting
Required skills
GAAP compliance, balance sheet reconciliation, journal entry approval, accrual calculations, inter-agency reconciliation, advanced Excel, project leadership
Preferred skills
CPA certification, insurance industry experience, team management
Technologies
Broker Management systems, G/L systems, Excel
Responsibilities
Execute month-end closing process and running of reports for all Broker Management systems and G/L systems; Demonstrate solid understanding of the balance sheet account reconciliation process; Responsible for ensuring that G/L offsets and supporting source adjustments are identified and cleared prior to deadline; Review and approve journal entries in the Brokerage Management systems and G/L systems; Oversee various monthly accrual, true-up, settlement, and bad debt calculations; Reconcile inter-agency activity between HUBS
Seniority
Senior, hands-on IC