Senior Accountant

14 hours ago

Berwyn, United States A-G Specialty Insurance, LLC Full time
Job DescriptionJob Description


Job Summary

The Senior Accountant will prepare financial statements, help with the monthly close, management reporting, accounting, budgeting, and forecasting. The position is focused on enhancing the accounting department to scale with the company’s ambitious growth plans. The role will be a hybrid position which will primarily have in person responsibilities combined with remote work opportunity.

Essential Duties & Functions

Reasonable accommodations may be made to enable individuals to perform the essential functions.

  • Perform all aspects of operational accounting supported by a small accounting team including, but not limited close, cash management, financial close, budget, financial planning & analysis and receivables balancing between the operational system and QuickBooks
  • Leverage QuickBooks and data from the proprietary operating system to assist with the monthly close
  • Collaborate with all functions inside the organization to make best use of established personnel and technology resources for process improvements
  • Perform reconciliations monthly as part of the regular close process.
  • Perform operational tasks such as cutting checks, processing refunds, and batching premiums
  • Update budgets and forecasts to align with changes made in the business
  • Design processes to be scalable to accommodate the company’s growth aspirations
  • Prepare financial reporting packages

Job Skills

  • Close attention to detail a must
  • Professional and positive attitude
  • Ability to work in a fast paced, changing, and growing environment
  • Team player: must be comfortable working independently and as part of a team
  • Excellent communication skills
  • Advanced problem-solving skills
  • Ability to manage competing demands and communicate plans to various audiences
  • Ability to be a fast learner and a self-starter in a continuously evolving technological environment

Job Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required/Preferred Education and Experience

  • Required Education: Bachelor’s Degree in Accounting
  • Required Experience: 2+ years of accounting experience
  • Preferred Experience: CPA, MBA or insurance experience (not required)

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and scanners.

Position Type and Expected Hours of Work

This is a full-time position. This position requires employees to work on-site 4-5 days per work depending on workload. Days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. The schedule for this role can be contingent upon Supervisor and Human Resources approval. Some evening and weekend work may be required.

Travel

No travel is expected for this position.

EEO Statement

A-G is committed to the principles of equal employment. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation based on the following protected classes: age (40 and older), race, color, national origin, ancestry, religion, sex, sexual orientation (including transgender status, gender identity or expression), pregnancy (including childbirth, lactation, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed servicemember status, or any other status protected by federal, state, or local laws. A-G is dedicated to the fulfillment of this policy in regard to all aspects of employment, including, but not limited to, recruiting, hiring, placement, transfer, training, promotion, rates of pay, other compensation, termination, and all other terms, conditions, and privileges of employment. A-G will conduct a prompt and thorough investigation of all allegations of discrimination, harassment, or retaliation, or any violation of the Equal Employment Opportunity Policy in a confidential manner. A-G will take appropriate corrective action, if and where warranted. A-G prohibits retaliation against team members who provide information about, complain about, or assist in the investigation of any complaint of discrimination or violation of the Equal Employment Opportunity Policy.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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