Accountant Financial Analyst
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Monthly Salary:
Posted on:
9 days ago
Vacancies:
1 Vacancy
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Job Summary
Description
Accountant / Financial Analyst
Location: Tampa FL (On-site)
Position is IN OFFICE ONLY- Must be able to commute to Tampa FL Office
Compensation: $75000 - $90000 salary based on experience.
About the Role
Elite Insurance Partners (EIP) one of the nations fastest-growing insurance brokerages is seeking an Accountant / Financial Analyst to join our expanding Accounting & Finance department. This hybrid role combines hands-on accounting with forward-looking financial analysis to support the companys growth profitability and automation initiatives.
During the first six months this position will focus on maintaining accurate financial records managing payables reconciling accounts and overseeing commission analysis. As systems mature the role will evolve to include more advanced FP&A responsibilities forecasting KPI reporting and strategic modeling transitioning into an even 50/50 accounting and analysis position by year-end.
The ideal candidate is detail-oriented highly analytical and thrives in a data-driven environment. Youll have a strong foundation in accounting (QuickBooks GAAP month-end close) paired with the curiosity and technical skills to turn financial data into actionable insights for leadership.
Key Responsibilities
Accounting & Reconciliation
- Manage daily accounting operations in QuickBooks Online ensuring timely and accurate recording of all transactions.
- Lead the month-end close process including journal entries reconciliations and adjustments within 23 business days.
- Handle accounts payable and receivable vendor billing and documentation tracking.
- Assist with cash flow management and verify carrier payments for accuracy.
- Prepare accrual and cash-basis financial reports to support internal and external reporting needs.
- Support audit preparation including depreciation amortization and prepaid schedules.
Commission & Revenue Analysis
- Maintain and reconcile commission statements across multiple carriers and product lines (Medicare Life Wealth Ancillary).
- Audit commission data within Dinero to ensure accuracy against contracts and carrier statements.
- Research and resolve commission discrepancies underpayments or overpayments.
- Collaborate cross-departmentally to improve automation and efficiency in commission reporting.
Financial Planning & Analysis
- Develop and maintain monthly KPI dashboards and financial performance reports for leadership.
- Support budgeting and forecasting models for revenue expenses and departmental performance.
- Analyze trends in operational costs marketing ROI and agent productivity to guide strategic decisions.
- Assist in implementing AI-driven automation tools (QuickBooks AI ChatGPT analytics) for variance and trend analysis.
Qualifications
- Bachelors degree in Accounting Finance or a related field (CPA or CMA preferred).
- 35 years of experience in accounting or financial analysis ideally within insurance finance or professional services.
- Advanced proficiency in QuickBooks Online and Microsoft Excel (pivot tables formulas financial modeling).
- Experience with commission accounting or multi-carrier reconciliations strongly preferred.
- Deep understanding of GAAP principles and month-end close processes.
- Strong analytical and organizational skills with a keen eye for detail.
- Experience with Power BI or similar financial analytics tools is a plus.
Why Join Elite Insurance Partners
- Be part of one of the nations top insurance brokerages recognized for innovation and growth.
- Comprehensive Health Coverage:Medical Dental Vision Life and Disability Insurance.
- 401(k) with Company Match:Up to 3.5% after one year of service.
- Paid Time Off:PTO paid holidays and additional PTO incentives through our referral program.
- Wellness Perks:Free onsite gym with fitness classes basketball court and relaxation room with zero-gravity massage chairs.
Required Experience:
IC
Key Skills
- SRP systems
- Financial Statement Preparation
- Accounting Software
- Hyperion
- Financial Report Writing
- GAAP
- General Ledger Accounting
- Accounting
- Regulatory Reporting
- Account Reconciliation
- SOX
- Financial Analysis
About Company
Team EIP's Philosophy Education and transparency are crucial elements when it comes to selecting health care coverage. At Elite Insurance Partners, we treat our employees and clients like family. Learn More OFFICE HOURS
