Lead Accounting Associate

4 weeks ago

Charlotte, North Carolina, United States Equitable Advisors LLC Full time

At Equitable, our team is built on diversity and inclusion. We're a group of individuals from different backgrounds, and our differences make us stronger. Here, you'll work with dynamic colleagues, build your skills, and unleash new ways of working and thinking. Are you ready to be part of an organization that will help unlock your potential?

This Lead Accounting Associate role will focus on a specific line of business and will oversee policy transactions and ensure timely and accurate reporting to internal and external parties and meeting varying requirements. This role will bring integrity to the accounting process and ensure auditability by producing quality reconciliations. This lead associate will report to department manager and will engage regularly with business partners to research and resolve open items.

  • Prepare balance sheet reconciliations, ensuring all out of balances are identified at a policy level and aged accordingly
  • Partner with business area on the identification and resolution of system and/or reconciliation issues
  • Preparation of monthly reconciliations of policy suspense
  • Assist management with audit requests and SOX compliance
  • Validate transactions were recorded timely and accurately and support the accounting recorded in the ledger
  • Prepare and post journal entries, accruals and cash transactions to the ledger
  • Ensuring deliverables are accurate and timely
  • Identify opportunities for efficiencies

Equitable offers a competitive salary range for this position, with a base salary of $46,000 - $60,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Qualifications

  • 1 + year of general ledger or bookkeeping experience
  • Understanding of journal entry processing, balance sheet and income statement concepts
  • Knowledge of the Microsoft suite (Excel, Word, etc.)
Skills:

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.

Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

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