Senior Accounting Assistant

Overview

This role supports the organization’s customer service and operations work by performing daily accounting functions for incoming and outgoing money processes. Responsibilities include transaction analysis and reconciliation, suspense account reconciliation, and cash reconciliation assistance as needed.

Responsibilities

• Analyze and reconcile financial transactions, cash activity, and suspense accounts to ensure accuracy and data integrity.
• Process incoming and outgoing money transactions, including wires, disbursements, and misdirected funds, in accordance with established procedures.
• Investigate and resolve discrepancies, outstanding items, and reconciliation exceptions to maintain accurate financial records.
• Maintain general ledger accounts.
• Develop and enhance accounting processes and procedures to improve operational efficiency, controls, and compliance.

Requirements

• High School Diploma or equivalent.
• Strong collaboration and customer-focused mindset when partnering across teams.
• Strong analytical and problem-solving skills with the ability to research and resolve discrepancies.

Preferred Qualifications

• Bachelor’s Degree.
• Positive and professional attitude.
• Strong attention to detail.
• Proven ability to prioritize, multi-task, handle complexity, and meet deadlines.
• 1–3 years Annuity, Life, or IDI Operations experience.
• 1+ years of Accounting experience.

Compensation & Benefits

• Expected salary range: $41,600 - $50,000.
• This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms.

Benefits offered (U.S.):

• Comprehensive health plan including medical/prescription drug and vision, plus dental insurance
• No-cost short- and long-term disability
• Company-paid life insurance and legal services
• Retirement pension funded entirely by the employer and 401(k) with employer matching
• Group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance
• Employee Assistance Program (EAP) and digital mental health programs
• Parental leave, paid time off, paid holidays, volunteer time off
• Tuition assistance and more

Location

Not specified in the provided job description.