Senior Financial Strategist

6 days ago


Cleveland, Ohio, United States Jobot Full time

About Us

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  • We are a well-established insurance agency with a long-standing presence since 1925, serving clients across all 50 states.
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Job Overview

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  • This is a fantastic opportunity for a seasoned accountant to take the next step in their career as a Senior Accountant.
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Responsibilities:

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  • Preparing and analyzing financial reports, maintaining the general ledger, and performing account reconciliations.
  • Assisting in the preparation of budgets and forecasts, and managing cost accounting tasks.
  • Implementing and maintaining robust internal controls to ensure compliance with company policies and applicable laws and regulations.
  • Preparing financial statements in accordance with Generally Accepted Accounting Principles (GAAP).
  • Conducting financial audits and preparing audit reports.
  • Managing risk within the organization, including overseeing the company's insurance policies.
  • Utilizing advanced Excel skills to analyze financial data and present findings.
  • Collaborating with various departments to develop financial strategies and make recommendations to enhance profitability and financial stability.
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Qualifications:

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  • A Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA certification is preferred.
  • A minimum of 5 years of experience in financial reporting, general ledger maintenance, account reconciliation, and financial accounting.
  • Proven experience in budgeting, forecasting, cost accounting, and the implementation of internal controls.
  • Demonstrated ability to prepare comprehensive financial statements and conduct financial audits.
  • Strong understanding of risk management principles and insurance.
  • Proficiency in GAAP and advanced Excel skills.
  • Excellent analytical skills with a strong attention to detail.
  • Exceptional communication and interpersonal skills, with the ability to work collaboratively within a team.
  • Strong organizational skills, with the ability to manage multiple tasks and meet deadlines.
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Benefits

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  • Great company culture
  • Competitive salary: $75,000 - $85,000 per year
  • Talented and tenured team
  • Great comprehensive benefits
  • Remote flexibility
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Location

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This role allows for the perfect balance of remote and in-office work, providing flexibility and convenience.

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Salary Range

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$75,000 - $85,000 per year



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