Senior Accountant

Overview

• Lead financial operations as the Senior Accountant in a dynamic insurance agency.
• Collaborate with executive leadership and external partners to ensure financial integrity.
• Hybrid work schedule available after initial on-site training period.
• Utilize AMS 360 data for accurate reporting and decision-making processes.
• Play a critical role in budgeting, forecasting, and cash flow management.
• Contribute to strategic planning through financial analysis and KPI monitoring.
• Ensure compliance with financial regulations and maintain internal controls.
• Foster a culture of accountability and continuous improvement within the organization.

Key Responsibilities & Duties

• Oversee budgeting, forecasting, cash flow, and general ledger activities.
• Manage billing systems for timely invoicing, collections, and reconciliations.
• Ensure compliance with financial regulations and support tax preparation.
• Administer employee expense payments and corporate credit solutions.
• Develop and maintain AMS financials and billing information.
• Analyze financial trends and KPIs to support strategic decision-making.
• Present financial reports and recommendations to the executive team.
• Collaborate with carrier partners, banks, and external auditors.

Job Requirements

• Bachelor of Science (BS) in Accounting or Finance required.
• Minimum of 4 years of accounting experience; 7 years preferred.
• Strong knowledge of insurance agency accounting and carrier billing structures.
• Proficiency in AMS 360 for financial data management and reporting.
• Experience with partnership taxes and corporate credit solutions.
• Excellent analytical skills for KPI monitoring and strategic planning.
• Ability to foster accountability and continuous improvement within teams.
• Hybrid work arrangement available post-training period.