Lead Accounting Associate

19 hours ago

Charlotte, North Carolina, United States Equitable Services Full time
Job Title: Lead Accounting Associate

At Equitable, we're a team of over ten thousand strong, committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

About the Role

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.

Key Responsibilities
  • 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
Requirements
  • 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.)
Preferred Qualifications
  • Ability to prioritize and meet deadlines, goals and objectives within assigned time limits
  • Excellent verbal and written communication skills
  • Insurance industry experience is a plus
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
About Equitable

We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join us and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

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