Manager - Accounting Advisory (Insurance)

1 month ago


Philadelphia, Pennsylvania, United States Centri Business Consulting Full time

We are looking for our next Manager - Accounting Advisory, Insurance to join one of the fastest growing CPA firms in the US. This Manager will oversee the NAIC Statutory Reporting, Financial Reporting, and Technical Accounting engagement work plans, and demonstrates excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Career Advancement:

  • Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory

Responsibilities:

  • Delegate the preparation of the financial statements and technical accounting position papers to engagement team, as well as review the accounting memos and financial statements prepared by the team to evaluate potential solutions and provide guidance to the team on next steps.
  • Independently research and oversee the research by team members of complex accounting topics, collaborate with engagement team members to evaluate potential solutions and provide guidance to the team on next steps.
  • Lead multiple engagements simultaneously while teaching and developing the team during client engagements.
  • Understand resource needs and engagement economics to ensure completion of periodic invoices to manage engagement profit margin through client invoice process ensuring expectations are aligned between client and internal team.

Qualifications:

  • Bachelor's degree in relevant discipline (e.g. Accounting, Finance or Business Related Field) required
  • Five plus years of relative accounting experience; public accounting or professional services experience highly preferred.
  • CPA license is preferred
  • Working knowledge with any of the following:
    • NAIC Statutory Reporting
    • Preparation of SEC filings including Form 10-K, 10-Q, S-1 and 8-K/A
    • Addressing SEC Comment Letters
    • Technical Accounting Research & Position Papers
    • IPO Readiness & Reporting
    • Carve-out Financial Reporting

This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

#LI-Hybrid



  • Philadelphia, Pennsylvania, United States Jobot Full time

    Job SummaryWe are seeking a highly experienced and skilled Director of Accounting Advisory to join our team at Jobot. As a key member of our Accounting Advisory team, you will be responsible for providing expert accounting advisory services to our clients, including IPO and M&A readiness, CFO advisory, SEC compliance and financial reporting, transaction...


  • Philadelphia, Pennsylvania, United States Liberty Personnel Services, Inc. Full time

    Are you a CPA with extensive experience in a prestigious firm and a desire to drive significant business outcomes? Our client, Liberty Personnel Services, Inc., is looking for a skilled and enthusiastic CPA to take on the role of Senior Manager within their Accounting Advisory division. This position offers the chance to collaborate with leading experts...


  • Philadelphia, Pennsylvania, United States Liberty Personnel Services, Inc. Full time

    Are you a CPA with extensive experience in a prestigious firm and a drive to make a significant business impact? Our client, Liberty Personnel Services, Inc., is in search of a skilled and enthusiastic CPA to take on the role of Senior Manager within their Accounting Advisory division. This position offers the chance to collaborate with leading professionals...


  • Philadelphia, Pennsylvania, United States Liberty Personnel Services, Inc. Full time

    Are you a CPA with extensive experience in a prestigious firm and a drive to create significant business value? Our client, Liberty Personnel Services, Inc., is in search of a skilled and enthusiastic CPA to take on the role of Senior Manager within their Accounting Advisory division. This position offers the chance to collaborate with leading experts across...


  • Philadelphia, Pennsylvania, United States Liberty Personnel Services, Inc. Full time

    Are you a CPA with experience in a prestigious firm and a drive to make a significant business impact? Our client, Liberty Personnel Services, Inc., is looking for a skilled and enthusiastic CPA to step into the role of Senior Manager within their Accounting Advisory division. This position offers the chance to collaborate with top-tier professionals across...


  • Philadelphia, Pennsylvania, United States Centri Business Consulting Full time

    Job SummaryCentri Business Consulting is seeking a highly skilled Tax Advisory Manager to join our team. As a Tax Advisory Manager, you will be responsible for overseeing the Tax Advisory and Technical Accounting engagement work plans, demonstrating excellent project management skills, client service, and positive coaching to team members in developing...


  • Philadelphia, Pennsylvania, United States KPMG Full time

    Job SummaryKPMG is seeking a seasoned Senior Accounting Leader to join our Accounting Advisory Services organization. As a key member of our team, you will be responsible for leading large-scale accounting advisory engagements and providing accounting support to clients.Key ResponsibilitiesLead cross-functional teams in developing and implementing client...


  • Philadelphia, Pennsylvania, United States TalentWealth Full time

    At TalentWealth Recruiting, we support independent Wealth Management firms nationwide in their pursuit of exceptional talent. Our client is a distinguished wealth management group managing substantial assets and is in search of a dedicated and detail-oriented Financial Advisory Associate.Position Overview:The Financial Advisory Associate plays a crucial role...


  • Philadelphia, Pennsylvania, United States TalentWealth Full time

    At TalentWealth Recruiting, we specialize in connecting independent Wealth Management firms with exceptional talent. Our client is a prominent wealth management team seeking a dedicated and detail-oriented Financial Advisory Associate.Position Overview:The Financial Advisory Associate plays a crucial role in the firm's expansion and client relationship...


  • Philadelphia, Pennsylvania, United States Reliance Matrix Full time

    Job SummaryWe are seeking a highly skilled Account Consultant II to join our team at Reliance Matrix. As a key member of our organization, you will be responsible for providing exceptional customer service to our National and Strategic Account Customers.Key ResponsibilitiesClient SupportPartner with Client Managers to provide clients with alternative...


  • Philadelphia, Pennsylvania, United States Judd Greenberg - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and results-driven Insurance Account Manager to join our team at Judd Greenberg - State Farm Agent. As a key member of our team, you will be responsible for building and maintaining strong relationships with our customers, identifying their insurance needs, and providing tailored solutions to meet those needs.Key...


  • Philadelphia, Pennsylvania, United States EisnerAdvisory Group LLC Full time

    Position Overview:As a pivotal member of EisnerAdvisory Group LLC, the Tax Compliance Manager will play a crucial role in delivering exceptional tax services tailored for the insurance industry. We seek individuals who embrace innovation, foster collaboration, and are driven to make a significant impact in their field. Your career journey with us will be...


  • Philadelphia, Pennsylvania, United States Corcentric Full time

    About the RoleWe are seeking a highly skilled and motivated Business Analyst, Advisory to join our team at Corcentric. As a key member of our Procurement Advisory practice, you will play a critical role in helping our clients achieve their business objectives through strategic procurement solutions.Key ResponsibilitiesDevelop and implement procurement...


  • Philadelphia, Pennsylvania, United States Corcentric Full time

    Join Our Team as a Procurement Analyst in Advisory ServicesAt Corcentric, we are seeking a skilled Procurement Analyst to enhance our Advisory Services team. In this role, you will partner with clients to evaluate their procurement operations and deliver tailored strategies for enhancement. Your responsibilities will include data analysis, research, and...


  • Philadelphia, Pennsylvania, United States Corcentric Full time

    Join Our Team as a Procurement Analyst in the Advisory Sector at CorcentricAt Corcentric, we partner with our clients to evaluate their procurement operations and deliver tailored strategies for enhancement. As a Procurement Analyst, your role will involve data analysis, manipulation, and the identification of solutions through comprehensive research and...


  • Philadelphia, Pennsylvania, United States Corcentric Full time

    Join Our Team as a Procurement Analyst in the Advisory Services DivisionAt Corcentric, we are dedicated to partnering with our clients to evaluate their procurement operations and deliver tailored strategies for enhancement. As a Procurement Analyst, your role will involve data analysis, manipulation, and uncovering solutions through thorough research and...


  • Philadelphia, Pennsylvania, United States Corcentric Full time

    Join Our Team as a Procurement Analyst in the Advisory Services DivisionAt Corcentric, we partner with our clients to evaluate their procurement operations and deliver tailored recommendations for enhancement. As a Procurement Analyst, your role will involve data analysis, manipulation, and the identification of solutions through comprehensive research and...


  • Philadelphia, Pennsylvania, United States Corcentric Full time

    Join Our Team as a Procurement Analyst in Advisory ServicesAt Corcentric, we are dedicated to partnering with our clients to evaluate their procurement operations and deliver tailored strategies for enhancement. As a Procurement Analyst, your role will encompass data analysis, manipulation, and the identification of innovative solutions through thorough...


  • Philadelphia, Pennsylvania, United States Kroll Full time

    About the RoleWe are seeking an experienced Executive Vice President to lead our Real Estate Advisory Group. As a key member of our team, you will be responsible for providing comprehensive real estate valuation and consulting services to our clients.Key ResponsibilitiesValuation and Consulting Services: Execute valuation and appraisal assignments for...


  • Philadelphia, Pennsylvania, United States Alden Thomas Inc Full time

    Position OverviewWe are looking for a dedicated and client-oriented professional to take on the role of an Insurance Account Specialist at Alden Thomas Inc. This position entails managing current client accounts, addressing inquiries, and promoting additional insurance solutions tailored to their requirements.Key Responsibilities:Deliver exceptional customer...