Overview
This role supervises a team and oversees the day-to-day work of an offshore partner to execute close, reconciliation, and control activities that support receivables for a $36 billion USRM business and GRS NA.
The position is hands-on, combining accounting expertise with leadership to keep the book close and reporting accurate, timely, and compliant. Responsibilities also include helping build and execute controls within a newly modernized billing ecosystem (in early stages of development).
Responsibilities
Book Close & Financial Reporting
- Coordinate and execute monthly, quarterly, and annual book close activities, monitoring progress against the close calendar and resolving issues as they arise.
- Review and approve account reconciliations, GL balancing, and journal entries to ensure accuracy and compliance with accounting standards, escalating items as appropriate.
- Perform complex accounting activities, financial analyses, and research; escalate accounting policy questions as needed.
Internal Controls & Compliance
- Execute, document, and maintain internal control procedures that support accurate and timely financial reporting.
- Support internal and external audit activities, including preparing audit requests, coordinating annual accounts receivable confirmations, and responding to auditor inquiries.
- Monitor control performance, identify breakdowns, resolve issues within scope, and escalate other issues promptly.
Systems, Data & Process Improvement
- Build an understanding of how data flows from financial systems to the accounting function, and identify impacts of system or process changes.
- Support the integration of new vendors, systems, and product lines into reconciliation and balancing activities.
- Participate in user acceptance testing, stakeholder sessions, and demos; collaborate with development squads on system enhancements.
- Identify opportunities to improve efficiency and accuracy and recommend and implement process improvements.
People Leadership & Development
- Supervise a team of Senior Accountants, supporting daily work to balance priorities and workload.
- Coach and train team members, provide input on performance reviews, and support development goals.
- Participate in team projects, continuous improvement initiatives, and engagement activities.
- Facilitate seamless handoffs and communication between onshore and offshore teams, serving as the first point of escalation.
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or equivalent accounting experience. CPA or advanced degree preferred.
- 4–6 years of accounting experience, preferably in insurance or financial services.
- 1–2 years of lead or supervisory experience, or demonstrated leadership in a senior individual contributor role.
- Strong working knowledge of accounting practices, account reconciliations, and journal entries.
- Familiarity with statutory accounting and compliance requirements.
- Experience working with offshore or outsourced teams preferred.
- Strong analytical and problem-solving skills, with the ability to communicate clearly in non-technical terms.
- Advanced Excel skills; experience with reconciliation tools or ERP systems a plus.
- Experience using or a strong interest in learning AI, with a willingness to explore and adopt new technologies that improve processes.
Preferred Qualifications
- CPA or advanced degree.
- Experience with reconciliation tools or ERP systems.
Compensation & Benefits
- The typical starting salary range for this role is determined by factors including skills, experience, education, certifications, and location.
- The full salary range reflects competitive labor market value for these positions across the national market and provides progression as employees grow and develop within the role.
- Some roles may include a corresponding compensation plan that can include commission and/or bonus earnings at rates that vary based on multiple factors in the compensation plan.
Location
- United States (national market).