Accounting Operations Analyst

2 weeks ago


Ponte Vedra Beach, Florida, United States Southern Oak Management Company Full time
Job Overview

The Senior Accounting Specialist will operate under the guidance of the Chief Financial Officer (CFO) and is tasked with delivering comprehensive accounting assistance to the department. This role encompasses a variety of responsibilities, including but not limited to premium processing and adjustments, reconciliations of premiums and bank accounts, follow-up on escheatment checks, and the preparation of monthly, quarterly, and annual journal entries along with diverse data entry and inquiry-specific tasks.

Key Responsibilities:
  • Process and upload: Electronic premium and commission payments.
  • Issue: Premium refund and commission checks.
  • Adjust: Policy payments for returned checks, fund transfers, and payment plan modifications.
  • Prepare: 1099 filings.
  • Reconcile: Daily premium payments between the policy system and bank accounts.
  • Follow-up: On escheated or uncashed premium refund checks.
  • Manage: Stop-payments and reissue checks as necessary.
  • Conduct: Monthly bank reconciliations.
  • Assist: In the preparation of quarterly and annual statutory financial statements.
  • Undertake: Other projects and duties as assigned.
Qualifications:
  • Bachelor's degree in accounting is required.
  • Preferred: 1+ years of experience in statutory accounting.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook).
  • Adept at operating various software applications efficiently.
  • Ability to manage multiple tasks while maintaining organization and attention to detail.
  • Exhibit strong time management skills.
  • Capable of working independently as well as collaboratively within a team.
  • Excellent communication skills, both written and verbal.
  • Strong analytical and problem-solving abilities.
Benefits:
  • 401(k) with a dollar-for-dollar company match up to 6%.
  • Comprehensive medical, dental, and vision coverage.
  • Wellness and mental health programs.
  • Company-paid life insurance, short-term, and long-term disability.
  • Generous paid time off.
  • A diverse, inclusive, and welcoming workplace culture.
  • Opportunities for career development and tuition assistance.

Note: Successful completion of a post-offer drug screening and background check is a condition of employment.


  • Financial Analyst

    2 weeks ago


    Ponte Vedra Beach, Florida, United States All Clean Services LLC Full time

    Job OverviewAll Clean Services LLC is seeking a skilled Financial Analyst to oversee all monetary operations, encompassing fixed payments, variable expenditures, bank transactions, and budget management.The Financial Analyst's duties include reviewing financial documents and processes, reconciling bank accounts, and calculating tax obligations and returns....


  • Ponte Vedra Beach, Florida, United States PGA Tour Full time

    About the RoleThe PGA Tour is seeking a highly skilled Production Accounting Manager to join our team. As a key member of our accounting department, you will be responsible for all aspects of accounting for assigned business areas, including month-end close, balance sheet reconciliations, preparation of budgets, forecast, billing, audit schedules, and...


  • Ponte Vedra Beach, Florida, United States prosource Full time

    ERP SYSTEMS ANALYSTLOCATION: Ponte Vedra Beach, Florida (Onsite)**This is a full-time onsite position. Only local candidates authorized to work in the USA will be considered.**KEY RESPONSIBILITIES:Become proficient in the configuration and integration of SAP Business One (B1) within the organization.Oversee and support ERP-related inquiries and...


  • Ponte Vedra Beach, Florida, United States prosource Full time

    ERP SYSTEMS ANALYSTLOCATION: Ponte Vedra Beach, Florida (Onsite)**This is a full-time onsite position. Only local candidates authorized to work in the USA will be considered.**KEY RESPONSIBILITIES:Become proficient in the configuration and integration of SAP Business One (B1) within the organization.Oversee and assist with ERP-related inquiries and...


  • Ponte Vedra Beach, Florida, United States AEG Full time

    To be considered for this position, please ensure you complete the application process after clicking 'Apply Now' above. At AEG, we believe that exceptional talent drives our success. The Corporate Accounting Manager plays a crucial role in overseeing daily accounting functions within corporate finance, including but not limited to debt management, equity...


  • Ponte Vedra Beach, Florida, United States AEG Full time

    To be considered for this position, please ensure you complete the application process on the subsequent screen after clicking 'Apply Now'. At AEG, we believe that exceptional talent drives our success. The Corporate Accounting Manager plays a pivotal role in overseeing daily accounting functions within corporate finance, encompassing areas such as debt and...


  • Ponte Vedra Beach, Florida, United States AEG Full time

    To be considered for this position, please ensure you complete the application process on the subsequent screen after clicking 'Apply Now'. At AEG, we believe that exceptional talent drives our success. The Corporate Accounting Manager will oversee daily accounting functions within the corporate finance sector, which encompasses areas such as debt and equity...


  • Ponte Vedra Beach, Florida, United States PGA Tour Full time

    Manager of Production AccountingThe Manager of Production Accounting plays a crucial role in supervising all financial operations for the television and production divisions. This position entails overseeing month-end closing processes, reconciling balance sheets, preparing budgets, coordinating audit schedules, and fostering staff training and...


  • Ponte Vedra Beach, Florida, United States PGA Tour Full time

    Production Accounting ManagerThe Production Accounting Manager plays a crucial role in supervising all financial operations for the television and production divisions. This position entails managing the month-end closing processes, conducting balance sheet reconciliations, preparing budgets, coordinating audit schedules, and fostering staff training and...


  • Ponte Vedra Beach, Florida, United States Southern Oak Management Company Full time

    Job OverviewThe Accounting Operations Associate will collaborate closely with the Chief Financial Officer (CFO) to deliver essential accounting services to the organization. This role encompasses a variety of responsibilities, including but not limited to processing premiums, conducting reconciliations, and managing journal entries on a monthly, quarterly,...


  • Ponte Vedra Beach, Florida, United States Freedom Mortgage Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Success Representative to join our team at Freedom Mortgage. As a key member of our call center operations, you will play a vital role in providing exceptional service to our customers, answering their questions, and resolving their issues.Key ResponsibilitiesCustomer Service: Respond...


  • Ponte Vedra Beach, Florida, United States KEMPER AIP METALS, LLC Full time

    Position OverviewThe role of the Financial Operations Specialist is crucial in ensuring the efficient management of customer transactions and accounts. This position is responsible for the accurate and timely processing of payments and monitoring of customer accounts.Key ResponsibilitiesEnsure prompt processing of customer payments.Engage in follow-up...


  • Ponte Vedra Beach, Florida, United States PGA Tour Full time

    About the RoleThe PGA Tour is seeking a highly skilled and experienced Senior Manager Tournament Operations to join our team. As a key member of our tournament management team, you will be responsible for the day-to-day management of our designated events.Key ResponsibilitiesContribute to the creation and adherence to a comprehensive business plan for the...


  • Ponte Vedra Beach, Florida, United States AEG Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Manager Tournament Operations to join our team at AEG. As a key member of our Championship Management department, you will be responsible for the day-to-day management of our designated events.Key ResponsibilitiesBusiness Planning: Contribute to the creation and implementation of a...


  • Ponte Vedra Beach, Florida, United States PGA TOUR Full time

    About the RoleThe PGA TOUR is seeking a highly skilled and experienced Senior Manager of Tournament Operations to join our team. As a key member of our Championship Management department, you will be responsible for the day-to-day management of our designated events, working closely with the tournament team to design and implement the Tournament Business...


  • Ponte Vedra Beach, Florida, United States Truist Full time

    POSITION SUMMARY The Brokerage Registered Client Service Associate plays a vital role in supporting Financial Advisors and enhancing client relationships. This position involves a variety of responsibilities aimed at ensuring seamless service delivery and operational efficiency. KEY RESPONSIBILITIES 1. Collaborate with Financial Advisors to assist clients by...


  • Ponte Vedra Beach, Florida, United States PGA TOUR Full time

    About the RoleThe PGA TOUR is seeking a highly experienced and skilled Senior Manager to lead the day-to-day management of our designated events. As a key member of the tournament team, you will be responsible for designing and implementing the Tournament Business Plan, including the development of sellable assets, temporary facilities, and vendor...


  • Ponte Vedra Beach, Florida, United States Stretch Zone Full time

    Health, Wellness, and Fitness ProfessionalsFitness Studio Operations ManagerWe are seeking a dynamic Sales Leader for our Stretch Zone studio. The ideal candidate will play a pivotal role in driving studio sales and managing daily operations.Compensation: $45,000+ Yearly (Excluding Incentives, Bonuses, and Commissions)Hourly Rate: $23 to $30 Hourly or...


  • Ponte Vedra Beach, Florida, United States First Horizon National Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Teller Operations Coordinator to lead our banking center team. As a key member of our team, you will be responsible for providing exceptional customer service, monitoring and training team members, and working with clients to identify sales opportunities.Key ResponsibilitiesCustomer Service...


  • West Palm Beach, Florida, United States DTM Executive Search, Inc Full time

    Immediate need for a Senior Accounting Analyst to provide continuous support to the accounting department and owners, while being responsible for internal financial reporting and maintaining general ledger account reconciliations.Prepare cash distribution schedules to customers following all payment remittance reconciliationsCalculate and process monthly...