Accountant / Financial Analyst

Overview

Full-time salary position (exempt status not specified).

Location: Remote (home office). Depending on the role, some employees may be required to come into the office at a minimum for important departmental meetings or team building events.

Schedule: Monday – Friday, 8am – 5pm.

Responsibilities

• Prepare financial analyses and research to support timely management decisions and/or financial reports or statements.
• Perform tasks to ensure data integrity within financial systems.
• Analyze and evaluate the financial impact of decisions or transactions on financial results.
• Partner with other departments and management to provide timely follow-up to inquiries and requests for financial data.
• Interpret results and provide recommendations for appropriate action plans.
• Develop and maintain complex financial models.
• Prepare and present written and oral reports/documents.
• Support internal and external auditors by preparing schedules, responding to inquiries, and implementing recommended changes.
• Coordinate, test, and document system changes or upgrades.
• Represent finance on corporate teams and initiatives.
• Develop and maintain job documentation and procedures.

Requirements

• Bachelor’s degree in Business, Finance, Accounting or related field.

Experience should include:

• Preparing financial reports
• Using automated accounting and/or management reporting systems
• Preparing, analyzing, and interpreting financial data and/or statistical data
• Using and developing workpapers and schedules/models using spreadsheet software such as Excel

Ability to:

• Communicate effectively with others both orally and in writing
• Research and analyze complex financial data
• Analyze and problem solve
• Organize and plan
• Work independently
• Participate on project teams
• Work irregular or extended hours as required
• Derive actionable conclusions from analyzing data and information

Preferred Qualifications

• Knowledge of and skills related to:

  • Property and Casualty Insurance Industry and concepts
  • Premium taxes
  • Sales/use taxes
  • Property taxes
  • 1099 Reporting
  • Workday financial reporting system/Office Connect
  • Federal, state and local tax laws

• Experience in/with:

  • Working within a corporate tax department and/or CPA firm
  • Preparing sales and use tax returns and analyzing sales and use tax data
  • Preparing property tax returns and assisting in audits
  • Involvement in analyzing 1099 data and preparation
  • Preparing Premium Tax returns and estimates
  • Developing spreadsheets and work papers and experience using Microsoft Office and Office Connect
  • Performing tax research
  • Preparing corporate and state income tax returns
  • Completing income tax work papers for income tax provisions and tax returns
  • Experience utilizing corporate income tax return preparation software

Compensation & Benefits

Salary: $59,134 - $85,000 annually, with annual bonus potential based on performance.

Benefits include:

• Medical plans with multiple coverage options, including HSA eligibility
• Prescription drug coverage
• Dental and vision benefits
• Employee Assistance Program (confidential support services)
• Company-paid basic life insurance
• Optional supplemental life insurance and dependent coverage
• Short-term and long-term disability coverage
• Critical illness, accident, and pet insurance options
• 401(k) plan: 3% automatic deferral upon eligibility; may contribute 1% to 50% of eligible earnings (pre or post tax). Company match of 50% paid on employee contributions up to 6% of pay; payable following the end of the year; immediate vesting. Additional company contribution of 4% of pay each pay day into your account; 100% vested after three (3) years of service
• Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options
• Paid Time Off (PTO): accrual-based, increases with tenure, eligible at 90 days of employment. Full-time new employees will receive up to 12 PTO days annually; accrual based on start date and may include additional PTO based on role and/or state & local requirements. Part-time employee PTO hours are calculated based upon the standard weekly hours the employee is scheduled to work and will accrue at a minimum of 3 hours per month
• Paid Holidays: full-time employees eligible for 10 company-paid holidays annually, in addition to 1 mental health day, 2 floating holidays and 1 volunteer day. Holidays vary by business unit schedules. Part-time employees eligible for 8 company-paid holidays annually, in addition to 1 mental health day and 2 floating holidays (holidays vary by business unit schedules)
• Paid leave programs including parental, bereavement, jury duty, and military leave
• Tuition assistance (up to $5,250 annually; 80% covered)
• Professional certification support with 100% reimbursement for eligible programs
• Opportunities for career development and advancement
• Complimentary AAA membership with roadside assistance and travel discounts
• Adoption assistance program

Additional Information

• Job posting period expected to remain open through September 15, 2026; may close earlier if a qualified candidate pool is identified.
• Regular and reliable attendance is essential.
• Employment requires consent to a background and drug screen based on the requirements of the position.

Equal Opportunity: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.