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
REQUIRED SKILLS & QUALITIES
Bachelor or higher degree in Accounting or Finance
Strong understanding of accounting theory
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