Staff Accountant

Overview

This Staff Accountant role supports the accurate and timely recording, reporting, and analysis of financial information. Key responsibilities include maintaining the integrity of the general ledger, supporting the preparation of financial statements in accordance with Generally Accepted Accounting Principles (GAAP), and assisting with statutory reporting obligations related to insurance company operations.

The position collaborates across departmental lines (including actuarial, compliance, claims, investments, and operations) to ensure financial data is complete, accurate, and compliant with applicable state and federal regulations.

Responsibilities

General Ledger & Journal Entries

• Prepare and record journal entries and adjustments on a monthly, quarterly, and annual basis, ensuring accuracy, proper support, and compliance with GAAP and Statutory accounting guidance.
• Maintain and reconcile the general ledger to subsidiary ledgers, identifying and resolving discrepancies in a timely manner.
• Assist with monthly, quarterly, and annual close processes, coordinating with team members to meet established deadlines.

Account Reconciliations

• Perform reconciliations for assigned balance sheet and income statement accounts, including bank accounts, reserves, prepaid expenses, accrued liabilities, and other assigned accounts.
• Research and resolve reconciling items in a timely manner; escalate material or aged items to management with recommended resolutions.
• Prepare supporting workpapers and documentation for all assigned reconciliations.

Financial Reporting and Compliance

• Assist in the preparation of GAAP financial statements, including the balance sheet, income statement, statement of cash flows, and related footnote disclosures.
• Prepare and maintain schedules and supporting analyses used in the financial reporting process.
• Assist in the preparation of quarterly and annual statutory filings in accordance with National Association of Insurance Commissioners (NAIC) guidelines and applicable state insurance department requirements.
• Support compliance with state and federal reporting requirements.
• Perform analysis of financial data and results, including variance analysis, trend identification, and commentary on period-over-period fluctuations.
• Assist with internal and external audit requests and inquiries, including preparation of audit schedules, support documentation, and responses to auditor questions in a timely and organized manner.
• Support the design, documentation, and testing of internal controls over financial reporting.
• Identify opportunities to strengthen accounting processes and controls and recommend improvements to management.

Process Documentation

• Document accounting processes and procedures clearly and thoroughly to support knowledge transfer, operational continuity, and audit readiness.
• Maintain current and accurate desktop procedures for all assigned areas of responsibility.
• Participate in process improvement initiatives and assist with implementation of system enhancements or workflow changes.
• Assist with ad hoc financial analysis and special projects as assigned by management.
• Provide cross-functional support to other accounting and finance team members as needed.
• Maintain strict confidentiality of all financial information and company data.
• Other duties as assigned.

Requirements

• Minimum of 1–3 years of progressive accounting experience, with direct exposure to general ledger accounting, account reconciliations, and financial statement preparation.
• Demonstrated working knowledge of GAAP and its practical application in a financial reporting environment.
• Experience preparing journal entries, balance sheet reconciliations, and supporting schedules.
• Proficiency in Microsoft Office Suite, with advanced Microsoft Excel skills (pivot tables, VLOOKUP/XLOOKUP, data analysis functions).
• Experience with accounting ERP systems (e.g., Oracle, SAP, Workday, or similar enterprise platforms).

Preferred Qualifications

• Prior experience in the insurance industry or financial services sector, with familiarity with statutory accounting principles (SAP) and NAIC reporting requirements.
• Exposure to statutory financial statement preparation, premium tax filings, or other insurance regulatory submissions.
• Public accounting experience (CPA firm) or experience in a multi-entity corporate environment.
• Familiarity with ASC 944 (Financial Services – Insurance) accounting and reporting requirements.
• Experience supporting internal or external audit engagements.
• Strong attention to detail and ability to work independently with minimal supervision, while demonstrating excellent organizational and prioritization skills.
• Ability to work both independently and collaboratively as part of a team.
• Exemplary written, verbal, listening, and interpersonal communication skills.
• Willingness and ability to learn and adapt to new software platforms as required.
• Excellent analytical, problem-solving, and decision-making skills.
• Proven ability to handle sensitive and confidential information with discretion and professionalism.

Certification

• Certified Public Accountant (CPA) license or active CPA candidate (actively pursuing licensure) is strongly preferred.

Education

• Bachelor’s degree in Accounting, Finance, Business Administration, or a closely related field is required.
• A Master’s degree in Accounting, Finance, or Business Administration (MBA) is a plus.
• Equivalent combinations of education and experience may be considered.

Compensation & Benefits

• Salary range: $55,000 - $75,000
• Comprehensive benefits package

Location

• 100% Remote (WFH)
• Open to candidates currently located in the United States and able to work without sponsorship.
• Requires a suitable space that provides a private and quiet workplace.
• Expected work hours: Schedules are set to accommodate the requirements of the position and the needs of the organization and may be adjusted as needed.
• Travel: May be required to travel to off-site location(s) to attend meetings, as necessary.