Senior/Lead Accountant

Role Overview

• Oversee and manage all accounting functions related to occupational accident operations, ensuring compliance with industry regulations, GAAP, and internal policies.
• Prepare, analyze, and oversee monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements.
• Manage the month-end, quarter-end, and year-end close processes, including journal entries, reconciliations, and reporting, ensuring all deadlines are met.
• Conduct detailed account reconciliations and address discrepancies to ensure accuracy and compliance.
• Prepare monthly general ledger interface entries to record premiums, expenses, losses, and commissions.
• Analyze financial data and provide insights to support decision-making, strategic planning, and forecasting.
• Support the preparation of budgets and forecasts by providing detailed financial analysis and variance explanations.
• Oversee the receiving, invoicing, vendor payment, and commission payment processes, resolving discrepancies as needed.
• Guide and mentor junior accounting staff, fostering a collaborative and productive work environment, and assist with training new team members.
• Collaborate with internal and external auditors during audits, providing necessary documentation and explanations.
• Review, improve, and implement process changes to yield greater efficiencies within accounting operations.
• Utilize Salesforce and Accounting Seed to manage accounting data, track performance metrics, and generate reports for management review.
• Process and review intercompany billing and transactions, ensuring proper documentation and accuracy.

Requirements

• Bachelor’s degree from an accredited institution in Accounting, Finance, or Business required.
• Minimum of 6+ years of professional accounting experience, ideally within the insurance industry.
• Experience with insurance agency accounting/bookkeeping desired.
• Intermediate experience with Word, Outlook, Access, and database management; Tableau experience is a plus.
• Strong emphasis on advanced Excel knowledge, including formulas, pivot tables, and data analysis.
• Experience with Salesforce and/or an Agency Management System (AMS) like Accounting Seed is a plus.

Tech Stack

• Tableau

Benefits

• Competitive compensation package
• Generous 401K employer match
• Employee Stock Purchase plan with employer matching
• Generous Paid Time Off
• Excellent benefits that go beyond health, dental & vision.
• A core C&F tenet is supporting your career development, so we provide a wealth of ways for you to keep learning, which may include tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
• A dynamic, ambitious, fun and exciting work environment
• Spirit of social and community responsibility, matching donation program, volunteer opportunities, and an employee-driven corporate giving program