Staff Accountant

Overview

The organization is seeking a Staff Accountant to support accurate, timely accounting operations and financial reporting. This developing role is suited to an accountant ready to take ownership of routine general ledger, reconciliation, billing, and close activities while gaining exposure to the accounting needs of a growing specialty insurance organization.

Responsibilities

General Accounting and Close

• Prepare routine journal entries, accruals, schedules, and supporting documentation.
• Complete assigned bank, credit card, balance sheet, and general ledger reconciliations; research discrepancies and recommend corrections.
• Support monthly, quarterly, and annual close activities by meeting deadlines, maintaining complete workpapers, and escalating issues promptly.
• Maintain daily cash receipt and cash flow registers.
• Assist with budget-to-actual and account variance analysis and provide clear supporting details to Accounting leadership.

Billing, Payments, and Partner Support

• Process accounts payable and accounts receivable transactions in accordance with established procedures and approval requirements.
• Support insurance billing activities, including payment application, policy cancellations, refunds, and monthly broker commission processing.
• Respond professionally and promptly to internal, broker, vendor, and other accounting inquiries.
• Coordinate with Underwriting and business partners to resolve discrepancies.
• Maintain organized transaction records and perform quality-control checks for completeness and accuracy.

Reporting, Audit, and Compliance Support

• Assist with the preparation of monthly, quarterly, and annual financial reports in accordance with GAAP and established procedures.
• Prepare schedules, documentation, and responses for external audits, tax filings, and other financial reviews.
• Support year-end reporting, Forms 1099, and assigned insurance-related, premium tax, statutory, or regulatory activities.

Systems, Controls, and Process Improvement

• Use accounting and collaboration technology accurately and securely, including Sage Intacct, Bill.com, and Google Workspace.
• Document new and revised processes in the central accounting manual and maintain assigned month-end checklist items.
• Identify practical opportunities to improve accuracy, strengthen controls, reduce manual work, and streamline workflows.
• Support accounting system implementations, testing, conversions, and other duties or special projects consistent with the role's level and business needs.
• Perform other duties and projects as assigned.

Required Qualifications

• Bachelor's degree in Accounting or a closely related field with sufficient accounting coursework.
• One to three years of relevant accounting experience; a strong accounting internship or cooperative education experience may count toward the requirement.
• Working knowledge of GAAP, general ledger accounting, journal entries, reconciliations, and basic financial statement relationships.
• Proficiency with spreadsheets and modern business technology, with the ability to learn new financial systems quickly.
• Consistent attention to detail, sound judgment, and the ability to protect confidential financial and business information.
• Ability to organize recurring work, meet close and payment deadlines, communicate barriers early, and shift priorities when business needs change.
• Professional written and verbal communication and a service-oriented approach.
• Ability to work effectively in a collaborative remote environment during established business hours.
• Intellectual curiosity about artificial intelligence and a commitment to developing proficiency in identifying and applying AI tools to improve accounting processes, analysis, and decision-making.

Preferred Qualifications

• Experience in insurance, financial services, an MGA/MGU, or another regulated industry.
• Experience with Sage Intacct, Bill.com, Google Workspace, ERP systems, billing, payment processing, or broker/commission accounting.
• Exposure to financial reporting, external audits, internal controls, premium accounting, statutory accounting principles, or regulatory filings.

Compensation and Benefits

• Anticipated base salary range of $60,000–$80,000 annually. Actual base pay is determined by relevant experience, qualifications, and geographic location, evaluated against internal pay equity standards.
• Eligibility for an annual discretionary bonus based on organizational performance.
• Eligibility to participate in an immediately vested 401(k) match and additional benefits.
• 100% employer-paid employee-only medical coverage and an employer-supported Health Savings Account.
• Dental and vision offerings, telehealth, EAP, dependent care FSA, pet insurance, and wellness discounts.
• Paid time off with service-based increases, paid company holidays, and leave programs.
• Professional development reimbursement and opportunities to expand accounting and insurance knowledge.
• A collaborative remote workplace and the opportunity to grow responsibilities as proficiency, judgment, and business knowledge develop.

Work Environment and Essential Functions

This position performs primarily computer-based work in a remote office environment and requires regular use of video meetings, telephone, email, financial systems, and electronic records. The employee must be able to communicate effectively, maintain a secure and reliable workspace, and perform detailed work for extended periods. Reasonable accommodations are available to qualified individuals with disabilities to perform the essential functions of the role.

Equal Employment Opportunity

The employer prohibits discrimination, harassment, and retaliation and considers qualified applicants without regard to race, color, religion, creed, sex, pregnancy, childbirth or related medical conditions, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, military or veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States on a full-time basis without the need for current or future sponsorship.

Employment is subject to applicable pre-employment requirements.