Primary responsibility is to prepare financial statements and supporting schedules according to monthly close schedule.
Facilitate and complete monthly close procedures.
Analyze revenues, commissions and expenses to ensure they are recorded appropriately on a monthly basis.
Prepare monthly account reconciliations.
Assist with analyzing financial statements on a monthly basis and report on variances.
Assist with financial and tax audits.
Assist with preparing tax returns and corporate reporting requirements.
Assist with quarterly producer commission reports; analyzing and correcting discrepancies.
Assist in documentation and monitoring of internal controls.
Other projects as assigned.
Job Specification
REQUIRED SKILLS & QUALITIES :
Bachelor’s or higher degree in Accounting or Finance.
Strong understanding of accounting theory.
CPA designation preferred.
5+ years accounting / finance experience; CPA a plus, but not required.
Experience in the insurance industry preferred.
Highly detail oriented and organized in work.
Ability to meet assigned deadlines.
Excellent communication and interpersonal skills with a customer service focus.
Ability to act and operate independently with minimal daily direction from manager to accomplish objectives.
Proficiency with email and Microsoft Office applications.
Ability to work cooperatively and collaboratively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results.
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