JOB TITLE : Sr. Accountant/Account Manager
JOB LOCATION: Sarasota FL
This position would effectively be an Account Manager working on client accounting instead of internal accounting. Effectively developing into controller for hire for a small portfolio of our insurance company clients effectively Client Based.
Key Responsibilities:
- Assist in preparation and review of monthly quarterly and annual financial statements
- Prepare quarterly NAIC QS and FS filings
- Oversee and reconcile general ledger accounts for accurate financial reporting
- Manage banking operations including reconciliations and cash management
- Reconcile and disburse premium escrow accounts accurately and timely
- Invoice clients for service fees reimbursable expenses and other charges
- Prepare and post accounts receivable accruals
- Monitor and support accounts payable and receivable activities
- Assist with budgeting forecasting and variance analysis
- Support audit preparation and liaise with external auditors
- Liaise with clients and other client providers
- Oversee general office management and operational support
- Utilize Workday accounting software for financial operations
Qualifications:
- Bachelors degree in Accounting Finance or related discipline (CPA preferred but not required)
- Minimum 4 8years of progressive accounting experience
- Proficiency with Workday or similar enterprise accounting software
- In-depth knowledge of GAAP & STAT financial reporting requirements
- Strong skills in Microsoft Excel and financial analysis
- Proven ability to manage multiple responsibilities with precision and organization
- Excellent communication and interpersonal skills
- Experience in insurance risk management or financial services industry is a plus
JOB TITLE : Sr. Accountant/Account Manager JOB LOCATION: Sarasota FL This position would effectively be an Account Manager working on client accounting instead of internal accounting. Effectively developing into controller for hire for a small portfolio of our insurance company clients effectively ...
JOB TITLE : Sr. Accountant/Account Manager
JOB LOCATION: Sarasota FL
This position would effectively be an Account Manager working on client accounting instead of internal accounting. Effectively developing into controller for hire for a small portfolio of our insurance company clients effectively Client Based.
Key Responsibilities:
- Assist in preparation and review of monthly quarterly and annual financial statements
- Prepare quarterly NAIC QS and FS filings
- Oversee and reconcile general ledger accounts for accurate financial reporting
- Manage banking operations including reconciliations and cash management
- Reconcile and disburse premium escrow accounts accurately and timely
- Invoice clients for service fees reimbursable expenses and other charges
- Prepare and post accounts receivable accruals
- Monitor and support accounts payable and receivable activities
- Assist with budgeting forecasting and variance analysis
- Support audit preparation and liaise with external auditors
- Liaise with clients and other client providers
- Oversee general office management and operational support
- Utilize Workday accounting software for financial operations
Qualifications:
- Bachelors degree in Accounting Finance or related discipline (CPA preferred but not required)
- Minimum 4 8years of progressive accounting experience
- Proficiency with Workday or similar enterprise accounting software
- In-depth knowledge of GAAP & STAT financial reporting requirements
- Strong skills in Microsoft Excel and financial analysis
- Proven ability to manage multiple responsibilities with precision and organization
- Excellent communication and interpersonal skills
- Experience in insurance risk management or financial services industry is a plus
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