The Senior Account will prepare a range of journal entries to records various financial activity for the period. Additionally, they will be responsible for the preparation of financial statements including balance sheet, income statements, disclosures and other supporting and supplemental schedules and exhibits for regulatory filings. They will report organization's finances to management and assists in budget forecasts.
Minimum Qualifications:
- Bachelor’s degree in Accounting or equivalent work experience.
- 3 to 5 years of accounting experience.
- Insurance industry experience preferred.
- Basic understanding of reinsurance concepts.
- Basic familiarity of NAIC Annual Statement and quarterly filings.
- CPA or CPA eligible preferred.
Primary Job Functions:
- Preparation of monthly, quarterly and annual closing statements and reports, including written premium, losses and income.
- Running periodic financial reports, including monthly and quarterly analytics as assigned, including research of variances.
- Preparation of financial statements and account reconciliations.
- Responsible for monthly closing process and reporting.
- Respond to audit requests including insurance departments inquiries.
- Responsible for coordinating and leading efforts to complete special projects as requested.
- Directly accountable for the preparation and completion of all supplemental reporting/filings for responsible Fortegra companies.
- Maintain/prepare procedure manuals as needed.
- Assist with onboarding of new business, to include setting up reporting and system profiles to capture monthly activity.
- Other duties as assigned.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
- Requires some knowledge of a specialized function or skill
- Developing real trade craft and skills
- Oracle General Ledger experience preferred
- Advanced Excel skills
- Wide degree of creativity and latitude is expected to accomplish tasks.
- High degree of tact and good judgment, especially with auditors, clients and outside agencies.
- Be a self-starter and show ability to meet deadlines and goals in a limited time frame.
- Ability to effectively deal with other company departments and outside agencies.
- Ability to work independently, requires minimal supervision, and makes effective decisions to complete work assignments.
- Ability to work well with associates in other areas on required work assignments.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
