Lead Accounting Associate

2 weeks ago


Charlotte, North Carolina, United States Equitable Services Full time
About the Role

We are seeking a highly skilled and experienced Lead Accounting Associate to join our team at Equitable Services. As a key member of our accounting team, you will be responsible for overseeing policy transactions, ensuring timely and accurate reporting to internal and external parties, and meeting varying requirements.

Key Responsibilities
  • Balance Sheet Reconciliations: Prepare balance sheet reconciliations, ensuring all out of balances are identified at a policy level and aged accordingly.
  • System and Reconciliation Issues: Partner with business area on the identification and resolution of system and/or reconciliation issues.
  • Monthly Reconciliations: Prepare monthly reconciliations of policy suspense.
  • Audit Requests and SOX Compliance: Assist management with audit requests and SOX compliance.
  • Transaction Validation: Validate transactions were recorded timely and accurately and support the accounting recorded in the ledger.
  • Journal Entries and Accruals: Prepare and post journal entries, accruals and cash transactions to the ledger.
  • Deliverables and Efficiency: Ensure deliverables are accurate and timely, and identify opportunities for efficiencies.
Requirements
  • General Ledger Experience: 1+ year of general ledger or bookkeeping experience.
  • Financial Knowledge: Understanding of journal entry processing, balance sheet and income statement concepts.
  • Technical Skills: Knowledge of the Microsoft suite (Excel, Word, etc.).
Preferred Qualifications
  • Prioritization and Time Management: Ability to prioritize and meet deadlines, goals and objectives within assigned time limits.
  • Communication Skills: Excellent verbal and written communication skills.
  • Insurance Industry Experience: Insurance industry experience is a plus.
About Equitable Services

We are 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. 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 Services 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.



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