Senior Accountant

2 weeks ago

Temecula, California, United States Inszone Insurance Services Full time $80,000 - $90,000 per year

Job Title:
Senior Accountant

Benefits:

  • Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
  • Health Savings Account, Short-Term and Long-Term disability options
  • Paid time off, accrued paid sick days and time off to devote to your favourite charity
  • Paid Holidays, including the day after Thanksgiving
  • 401K retirement program with company contribution matching
  • Access to our Employee Assistance Program

Position Overview

The Senior Accountant is responsible for managing day-to-day accounting operations, ensuring the accuracy of financial reporting, supporting audits, and providing analysis to aid in decision-making. This role requires strong technical accounting knowledge, attention to detail, and the ability to work independently as well as collaboratively within the finance team.

Key Responsibilities

  • Prepare and review journal entries, reconciliations, and supporting schedules.
  • Ensure timely and accurate month-end, quarter-end, and year-end close processes.
  • Maintain and reconcile general ledger accounts, including accruals and prepayments.
  • Support internal and external audits by providing schedules, documentation, and explanations.
  • Review and analyze financial results, identifying variances and trends.
  • Assist in the development and implementation of accounting policies and procedures.
  • Assist in overseeing accounts payable processes as needed.
  • Support tax filings, compliance requirements, and regulatory reporting.
  • Mentor junior accounting staff and provide guidance on complex transactions.
  • Participate in system enhancements, process improvements, and special projects.

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field preferred
  • 4–6+ years of progressive accounting experience, including general ledger and financial reporting.
  • Strong knowledge of GAAP
  • Proficiency in ERP/accounting systems (e.g., NetSuite, SAP, Oracle, Acumatica).
  • Advanced Excel skills and familiarity with financial analysis tools.
  • Excellent organizational and problem-solving skills with attention to detail.
  • Strong communication skills, both written and verbal.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Preferred Attributes

  • Prior involvement in process improvements or system implementations.
  • Demonstrated ability to collaborate cross-functionally and provide financial insights.

Who We Are

Founded in 2002 in Rancho Cordova, CA, Inszone Insurance Services is a customer-centric, full-service insurance agency established to deliver personalized and comprehensive insurance solutions. Under its current ownership, in 2013 the company embarked on a rigorous expansion strategy. Inszone entered the Nevada market in 2018 and Arizona in 2019. A 2020 partnership with BHMS Investments and a 2023 partnership with Lightyear Capital enabled expansions into additional states, covering nearly half the country by the fall of 2025. Concurrently, Inszone experienced significant internal growth, starting with a team of just 25 employees and now proudly features more than 1,000 team members. This expansion was coupled with the company's recognition in Insurance Journal's Top 100 Property/Casualty Agencies list at #29.

Location: Lakewood California (with option for Anaheim office, Spring of 2026)

Workplace:
Onsite

Compensation:
$80,000-$90,000 per year

Why work for Inszone Insurance?

At Inszone, we're passionate about the insurance industry and strive to create a unique company that we're proud to be a part of. With over 20 years of experience in the business, we focus on growing organically and through strategic mergers and acquisitions. Every decision we make is guided by our unwavering commitment to our team members, customers, and our carriers—each an integral part of the Inszone process. Our mission is to deliver comprehensive and personalized insurance solutions, and our guiding values emphasize strong relationships with our customers, ensuring their satisfaction above all. Looking ahead, we aim to further solidify our footprint by establishing locations in all 50 states of the USA. Our journey thus far has been one of resilience, differentiation, and innovation. Guided by our values, goals, and our excellent service to our customers, we will continue our growth trajectory and consistently improve our standing in the industry.

Education and Certification:

  • Bachelor's degree in related field, which may include Computer Science, Business, or Engineering, required.
  • PMP, PgMP, CAPM, and/or comparable project management certifications welcome

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Profitable. Professional. Honest. Positive. Collaborative. Supportive. Committed. Accountable. These values and more are the hallmarks of Inszone. Apply today and see for yourself

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