Lead Accountant

Overview

A rapidly growing managing general agent (MGA) in the insurance industry is seeking a Lead Accountant to execute core accounting functions within an insurance and MGA environment. This role serves as a technical subject-matter expert in insurance accounting, including premium accounting, carrier payables, commissions, and trust account activity. The Lead Accountant will oversee general ledger maintenance, accounts payable and receivable, month-end close, and financial reporting, ensuring accuracy, completeness, and compliance with GAAP. This position also supports internal controls, financial analysis, process improvements, and audit activities.

This is a fully remote position.

Responsibilities

• Perform and review balance sheet reconciliations for all general ledger accounts.
• Prepare, review, and post journal entries in the General Ledger with accuracy and proper documentation.
• Lead and support month-end and year-end close processes, coordinating with cross-functional teams.
• Assist management with monthly and annual financial statement preparation and reporting.
• Manage premium accounting, carrier payable, and surplus lines tax accounting processes, ensuring timely and accurate bordereaux reporting and settlements with insurance carriers and reinsurers.
• Identify opportunities to streamline reporting processes within the department and organization.
• Analyze financial data to detect discrepancies, trends, and areas for process improvement.
• Ensure ongoing compliance with GAAP and internal controls.
• Recommend and assist in implementing improvements to accounting systems, processes, and procedures.
• Provide leadership during internal, external, carrier, and regulatory audits, as well as tax preparation efforts.
• Serve as a technical resource and mentor to accounting staff; assist with training as needed.
• Support merger and acquisition (M&A) activities as required.
• Perform other duties to support the Accounting department.

Requirements

• Bachelor’s degree in Accounting or Finance required; CPA or Master’s degree preferred but not required.
• Minimum of 5 years of progressive accounting experience in a technical or professional role, preferably in insurance, MGA, or brokerage accounting.
• At least 3 years in a supervisory position.
• Public accounting experience preferred but not required.
• Strong knowledge of GAAP and financial reporting standards applicable to insurance organizations.
• Experience supporting insurance audits and regulatory reporting requirements.
• Proficiency with ERP systems (e.g., SAP, Oracle) and intermediate to advanced Microsoft Excel and Access skills.
• Ability to manage multiple priorities in a fast-paced environment while meeting deadlines.
• Strong communication skills with the ability to clearly explain financial information and influence decisions.
• Ability to work independently and collaboratively within a team and remote environments.
• Known for reliability, technical expertise, and being a trusted resource for accounting matters.
• Demonstrates professionalism, positive team spirit, and high integrity.
• Limited travel expected (10-15%).

Compensation & Benefits

• Base salary will be determined based on factors such as education, experience, training, licensure, competencies, geographic location, and other relevant criteria.
• Discretionary incentive compensation may be awarded.
• Benefits include comprehensive health care coverage, a 401(k) plan, and tuition reimbursement, subject to eligibility.

Location

• This position is fully remote.

Equal Opportunity

The employer is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, age, national origin or citizenship status, sexual orientation, gender identity or expression, pregnancy, marital or familial status, disability status, medical condition, genetic information, military or veteran status, political affiliation, or any other characteristic protected by law. The organization is committed to fostering an inclusive work environment where every employee feels welcomed, valued, respected, and heard.