About the Company
Our client is an insurance agency with a strong regional presence in the East Coast and New York area. The finance team plays a key role in supporting producers and operations, and they are looking to add a finance accounting manager to help keep the close, commissions, and reconciliations running smoothly.
The Role
This role supports the month-end close and owns much of the agency’s commission and reconciliation work. The person reports to the Controller of the finance department and partners closely with operations.
Key Responsibilities
- Assist with the month-end close, including reconciling sub-ledgers and inter-company transactions and preparing supporting schedules
- Reconcile producer commissions, research discrepancies, confirm commission statements are accurate and complete, and perform draw true-ups as needed
- Prepare bank reconciliations for multiple agencies and bank accounts
- Handle accounts receivable and premium payable, including reconciling to the general ledger
- Assist with direct bill commission reconciliation across multiple lines of business
- Record payroll and reconcile payroll registers to the general ledger monthly
- Partner with operations and prepare financial analysis as needed
Qualifications
- Bachelor’s degree in accounting
- 3-5+ years of related experience in a finance or accounting role
- Strong understanding of payroll processes and principles
- Working knowledge of general ledger management and financial reporting
- Technical knowledge and a thorough understanding of commissions
- Strong Microsoft Excel skills
- Ability to maintain discretion with confidential compensation information
- Highly organized and detail oriented, with strong time management and the ability to multi-task in a fast-paced environment
Preferred
- Insurance industry experience
- Experience with Applied Epic
Compensation Competitive
For additional information contact
Contact Maria Klevorn at 314-450-6774 or mklevorn@rogangroup.com