CareerPlan

Accounting and Compliance Manager

Riverside, CA, USFull-time$100k–$130k2026-10-21 → 2026-11-11
Based in United States

Core

Leads a team of accounting professionals to support insurance brokerage and enterprise accounting operations, ensuring accuracy in financial reporting, period-end close, and compliance.

Role type

Senior IC accounting manager (team leadership)

Builds

Financial reports, reconciliations, journal entries, and SOX control documentation for insurance brokerage entities.

Domain

Insurance brokerage / Financial services accounting

Required skills

US GAAP, SOX compliance, internal controls, team leadership, financial reporting, process improvement, stakeholder management, analytical problem-solving, Excel, Generative AI

Preferred skills

Insurance/brokerage industry experience, shared-service center management, M&A accounting, ERP tools (Oracle Fusion, BlackLine), broker management systems (Applied Epic, BenefitPoint)

Technologies

Oracle Fusion, BlackLine, Applied Epic, BenefitPoint, Generative AI

Responsibilities

Lead, coach, and develop a team of accounting professionals; manage monthly, quarterly, and annual close activities; serve as control owner for multiple SOX controls; partner with stakeholders to drive operational excellence and process innovation.

Seniority

Senior, hands-on IC with team leadership