Accounts Receivable Analyst

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 tasks related to our Premium division. This role involves liaising with clients and agents regarding any premiums or commissions owed to Fortegra or its affiliates, ensuring timely communication and coordination. You will also provide detailed receivable reports to senior management, contributing to the overall financial health of the organization.

Essential Qualifications:

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

Key Responsibilities:

  • Conduct thorough account reconciliations and resolve any discrepancies.
  • Demonstrate expertise in specialty and excess & surplus lines insurance.
  • Maintain an updated record of all aged receivable balances categorized by client, account, or agent.
  • Prepare monthly and quarterly analytical reports as assigned, including variance analysis.
  • Identify and assess controls within operational processes.
  • Support audit requests through tracking and preparation of necessary documentation.
  • Assist with additional ad-hoc projects and tasks as required.

Required Skills and Competencies:

  • Possess foundational knowledge of specialized accounting functions.
  • Demonstrate the ability to develop practical skills and expertise.
  • Exhibit advanced proficiency in Microsoft Excel.
  • Strong verbal and written communication abilities are essential.
  • Experience with Oracle software is advantageous.
  • Prior experience in the insurance sector is preferred.

Additional Information:
We offer a comprehensive benefits package that includes medical, dental, life, and vision insurance, along with company-paid short and long-term disability, a 401(k) plan, tuition assistance, and more.



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