Chief Financial Operations Manager

6 days ago


Wayzata, Minnesota, United States Trean Corporation Full time
Job Summary

We are seeking a seasoned Senior Accountant to join our team at Trean Corporation. The successful candidate will be responsible for leading daily accounting tasks, reconciliations, and supervising various levels of customers and management.

Main Responsibilities:
  • Reviews and analyzes general ledger transactions, monthly close checklist items, and daily accounting tasks by gathering financial data and using appropriate systems.
  • Provides back-up assistance for daily accounting tasks such as deposits, invoice entry, billing, and collections, prepaid, and deferred items or fixed assets.
  • Initiates wire and ACH transactions, prepares bank transactions, and assists in the escheat process.
  • Assists with escalated communication with customers or vendors on accounting issues.
  • Designs and implements solutions for new and valuable account reconciliations and reviews advanced account and/or bank reconciliations to maintain proper up-to-date supported account balances.
  • Proposes and implements solutions for research and resolving reconciliation discrepancies and outstanding items.
  • Onboards new companies in the ledger and financial reporting structure for new entity acquisitions and org chart changes.
  • Reviews and reports on monthly close checklist items within the required timeline and provides backup where necessary on close items and is responsible for modifications to the close checklist to support financial statements.
Requirements:
  • Bachelor's degree in Accounting or related field or equivalent experience.
  • Previous experience in financial services required.
  • Progressive accounting responsibility.
  • 8+ years' experience working with a general ledger package and transactional and subledger systems.
  • 8+ years' experience working with basic accounting transactions in at more than one concentration category such as payables, receivables, fixed assets, bank transactions, or reconciliations.
  • Experience in troubleshooting and resolving reconciliation, ledger, and reporting issues.
  • Experience in effectively managing staff.

The estimated salary range for this position is $80,000 - $120,000 per year based on location and industry standards.



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