Staff Accountant

3 weeks ago


Addison, United States PHP Agency Inc. Full time
Job DescriptionJob Description

Staff Accountant

PHP AGENCY, LLC.

PHP Agency LLC., “PHP,” is seeking a Staff Accountant to join our Dallas-based HQ team.

PHP is a national life insurance field marketing organization (“FMO”) founded in 2009 by visionary entrepreneur Patrick Bet-David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base in the middle-class market. PHP provides a part-time or full-time opportunity to individuals in this market wishing to pursue careers as life insurance agents. PHP passionately serves our diverse middle-class consumer clients through a field sales force of nearly 20,000 licensed agents (Q4 2021). PHP headquarters offices are in Addison, Texas (Dallas metroplex).

We are looking for a Senior Accountant to manage general accounting and financial processes of our company. The Staff Accountant will be responsible for all daily accounting tasks, including preparing tax documents and updating expense files. The role will perform financial transactions and post them in the general ledger, with strong attention to detail. The Staff Accountant will also carry out relevant administrative duties. This position will be reporting to the Accounting Manager.

RESPONSIBILITIES & DUTIES

  • Prepare and review financial statements for accuracy.
  • Prepare and file tax returns.
  • Organize and update financial records.
  • Recommend ways to reduce costs and enhance revenue.
  • Perform monthly balance sheet reconciliations.
  • Prepare documentation for external auditors.
  • Maintain and update accounting records and files.
  • Analyze budgets and create expense reports.
  • Post transactions and categorize records in the general ledger (e.g. by assets, liabilities and expenses)
  • Reconcile bank statements.
  • Analyze transactions with internal and external stakeholders.
  • Conduct month-end and year-end close.
  • Apply new accounting policies and ensure compliance with rules and regulations.
  • Report to the Accounting Manager and work to improve financial processes.

MINIMUM REQUIREMENTS

  • Education: BA/BS in Business with an emphasis in accounting CPA Plus but not required
  • Must have strong experience with Microsoft Excel, Access, and Word, and must be able to work with pivot tables, VLOOKUP, and complex models. SQL experience a plus.
  • Strong verbal and written communication skills.
  • Ability to multi-task, work under pressure and meet deadlines required.

Benefits:

  • Eligible for ownership plan
  • Eligible for health and welfare benefit plans
  • Eligible for Integrity’s 401(k) retirement plan
  • Eligible for 15 days of personal paid time off (PTO) per calendar year. PTO is accrued on a biweekly basis.
  • Eligible for 1 floating, birthday holiday, per calendar year
  • Eligible for 10 company paid holidays, per calendar year.
  • Eligible for 2 days of company paid service time, per calendar year.
Company DescriptionPHP Agency, Inc. is a tech-enabled life insurance sales and marketing organization with a two-part vision: change the culture and diversity of the insurance industry and build the world's largest insurance sales, marketing & distribution company in history. We are going to make history and are seeking people with a passion to work on something BIGGER than themselves and truly make a difference

To realize this vision, PHP has partnered with some of the world's leading insurance carriers to offer clients personally suitable life insurance and annuity products and; provide entrepreneurial career opportunities to individuals as life insurance agents.

PHP is headquartered in North Dallas, TX and its agents serve clients from their offices located across the US.Company DescriptionPHP Agency, Inc. is a tech-enabled life insurance sales and marketing organization with a two-part vision: change the culture and diversity of the insurance industry and build the world's largest insurance sales, marketing & distribution company in history. We are going to make history and are seeking people with a passion to work on something BIGGER than themselves and truly make a difference\r
\r
To realize this vision, PHP has partnered with some of the world's leading insurance carriers to offer clients personally suitable life insurance and annuity products and; provide entrepreneurial career opportunities to individuals as life insurance agents.\r
\r
PHP is headquartered in North Dallas, TX and its agents serve clients from their offices located across the US.

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