Senior Financial Accountant

2 weeks ago


Jacksonville, Florida, United States Fortegra Full time

Position Overview:
As a key member of the finance team, you will oversee account reconciliations and manage receivable responsibilities for all clients, accounts, or agents within the Premium division. This role includes notifying and coordinating with clients regarding any premiums or commissions owed to Fortegra or its affiliates. You will also provide essential receivable reporting to senior management.

Essential Qualifications:

  • Bachelor's degree in Accounting or equivalent professional experience.
  • A minimum of 1 year of experience in accounting, auditing, or tax-related work.
  • CPA certification or eligibility is preferred.

Key Responsibilities:

  • Conduct account reconciliations and resolve any discrepancies.
  • Experience in specialty and excess & surplus lines insurance is beneficial.
  • Maintain a comprehensive list of aged accounts receivable balances by client, account, or agent.
  • Prepare monthly and quarterly analytics as assigned, including variance research.
  • Identify and assess controls for operational processes.
  • Track audit requests and assist in preparation and documentation.
  • Complete other ad-hoc tasks as required.
  • Participate in various projects and assignments as directed.

Required Skills and Competencies:

  • Possesses knowledge of specialized functions or skills.
  • Demonstrates developing trade skills and expertise.
  • Advanced proficiency in MS Excel is essential.
  • Strong verbal and written communication abilities.
  • Experience with Oracle software is advantageous.
  • Background in the insurance industry is preferred.

Additional Information:
This position offers a comprehensive benefits package, including medical, dental, life, and vision insurance, company-paid short and long-term disability, a 401(k) plan, tuition assistance, and more.



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