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Financial Analyst
2 months ago
We are seeking an experienced Accountant II to join our Finance team at Society Insurance. This is an exciting opportunity to contribute to the financial management and performance of insurance operations while gaining valuable experience in a dynamic and regulated industry.
Key Responsibilities- Ensure accounting quality and service standards by analyzing and solving quality and service problems, and recommending system improvements.
- Perform treasury management functions, including maintaining accurate cash flow by reviewing and anticipating deposits and checks written on a daily basis, online banking, reporting, and fraud prevention.
- Prepare financial statements through general ledger reconciliations, collect information, enter data into spreadsheets, and journal entries.
- Complete month-end processes by balancing general ledger accounts, filing sales tax returns, and reinsurance reports.
- Maintain fixed-asset software by entering in newly purchased items, deleting all items sold, traded, or junked, reconciling account and month-end, and tracking depreciation.
- Work with our investment advisor in preparing monthly, quarterly, and annual transaction summaries and journal entries.
- Prepare compliance reporting, statutory filings, and tax filings from local, state, and federal agencies.
- Assist in providing other departments with reports or data as requested.
- Possess the ability to maintain confidential and sensitive information.
- Perform the approval of employee expense reports and assist in the administration of employee expense reimbursement software.
- Work with auditors by providing information/documents requested.
- Work with the Financial Planning & Analysis team on expense analysis and related projects.
- Reconcile between data flow from operational systems to the accounting system.
We are looking for a self-starter who can manage multiple responsibilities and adhere to time-sensitive tasks. The ideal candidate will have a strong attention to detail, be quality-focused, and manage the efficiency, accuracy, and integrity of their work.
Requirements- Bachelor's degree in Accounting and 3+ years of accounting experience.
- Demonstrated ability to take initiative and manage multiple projects; well-developed follow-through skills.
- Experience preparing financial statements.
- Experience using accounting software to perform tasks related to general ledger maintenance, trial balance production, accounts payable, cash account reconciliations, and other accounting functions.
- Excellent in Microsoft Office, especially Excel including advanced functions such as V-Lookup, pivot tables, formulas, and charts.
- Property and Casualty insurance accounting experience highly desirable.
- Knowledge of investment accounting highly desirable.
Society Insurance is a company that values excellence, integrity, and a commitment to our policyholders' dreams, passions, and livelihoods. We are an equal opportunity employer and prohibit discrimination and harassment of any type against applicants and employees on the basis of race, color, religion, sex, national origin, age, handicap, disability, genetics, veteran status or military service, marital status or sexual orientation, gender identity or expression, or any other characteristic or status protected by federal, state or local laws.
We also provide reasonable accommodations to qualified individuals with disabilities in accordance with the requirements of the Americans with Disabilities Act and applicable state and local laws.
Society Insurance is a drug-free workplace. Any candidate who receives an offer of employment from Society will be required to undergo a pre-employment drug test for controlled substances.
