Senior Financial Analyst
3 days ago
Overview
World Insurance Associates, LLC. is a leading insurance organization offering top-notch products and services from major providers, combined with attentive service from local agents.
We are a unique organization with a strong presence in the industry, specializing in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
As a key member of our corporate accounting function, the Senior Accountant will play a crucial role in supporting the preparation of the monthly, quarterly, and annual financial statements on the GAAP basis of accounting.
Key Responsibilities
- Maintain accurate and up-to-date ledger entries and reconciliations.
- Ensure necessary journal entries are booked, all underlying roll forwards and account reconciliations are accurate.
- Prepare and/or review various P&L adjusting or closing entries.
- Prepare and/or review monthly memos summarizing P&L activity.
- Communicate effectively with other corporate functions as needed.
- Prepare and/or review entries for entities not utilizing our centralized agency management system.
- Work on monthly consolidation of newly acquired agencies, ensuring all accounting tasks are performed correctly, according to GAAP and company policy.
- Monitor and review financial transactions in the general ledger to ensure accuracy and completeness.
- Work on P&L variance explanations for monthly reporting deliverables to senior management and the Board.
- Participate in the annual audit process.
- Identify opportunities to improve processes and controls to be more efficient and effective.
- Perform ad hoc projects and/or financial analysis.
Requirements
- Bachelor's degree in accounting, CPA preferred.
- Required Minimum of 3-5 years' experience in accounting, insurance industry auditing or accounting experience a plus.
- Computer Applications – Proficiency with general ledger systems and Microsoft Office applications including Excel and Word. Intermediate or better skill level in Excel is a must.
- Workflow - High attention to detail, including proven ability to manage multiple competing priorities simultaneously and meet deadlines.
- Communication – Ability to clearly communicate with peers.
Equal Employment Opportunity
We celebrate and support our differences, recognizing that employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. We are an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. We make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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