Overview
This role involves overseeing insurance underwriter (DAC) and other obligor/administrator accounting activities, with a focus on process improvement, quality assurance, and accounting/reporting operations.
Responsibilities
- Assist with the monthly financial close process for the internal underwriter, administrators, and obligors, including:
- Ensuring all incurred costs are properly recorded
- Reviewing journal entries
- Reviewing monthly entity financial results
- Prepare and/or review financial reviews for client portfolios, including journal entries and analysis/insights on sales trends for Management
- Provide client relationship support, including monthly surplus disbursements and other trust reimbursements
- Perform balance sheet account reconciliation and assist the Manager with resolution of problem accounts and/or reconciling items
- Support the development and reporting of relevant KPIs and metrics to optimize team performance and success
- Continue improving system efficiencies and business practices
- Establish and maintain robust internal controls and governance to support operational effectiveness
- Facilitate collaboration with internal and external auditors, ensuring timely and comprehensive responses to requests
- Recommend changes as needed and ensure adherence to company policies and procedures, including establishing proper techniques to discover and prevent fraud
Requirements
- 3–5 years of experience in accounting
- Strong knowledge of IFRS or US GAAP
- Experience with financial systems such as NetSuite, SAP, Blackline, and Great Plains
- Strong analytical, organizational, and communication skills
- Ability to manage relationships with key stakeholders
Compensation & Benefits
Competitive benefits, including:
- Flexible group insurance
- Competitive pension plan
- Stock purchase plan
- Vacation and wellness/personal development days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on products
Location
United States
Work Authorization
Applicants must be authorized to work for any employer in the U.S. The employer is unable to support or take over sponsorship of employment visas at this time, including H-1B visas and participation in STEM OPT work authorizations.
Posting End Date
2026-10-30