Senior Accountant

Senior Accountant

Senior Accountant

• Responsible for the most complex accounting/finance duties.
• Manages the most complex technical accounting/finance duties.
• Serves as a subject matter expert for corporate projects impacting Finance team.
• Must demonstrate a history of high-quality work, ability to grasp concepts, patterns and underlying issues, and be able to perform financial review and analysis.
• This position includes the roles of a trainer, mentor, coach, and Company representative.

Essential Functions

Essential functions may include, but are not limited to the following:

• Processes investment receipts, purchases and sales.
• Reconciles bank statements to general ledger.
• Records monthly general ledger entries and correcting/adjusting entries as required.
• Prepares monthly financial statements.
• Prepares quarterly and annual statement reports for regulators.
• Completes and files regulatory and management reports as requested.
• Provides requested documentation to actuaries and auditors.
• Completes and files state and municipal premium tax returns as required.
• Completes and files federal and state income tax returns as required.
• Completes reinsurance billings with brokers as necessary.
• Completes reinsurance renewals annually.
• Performs system to general ledger balancing on various general ledger accounts monthly.

Knowledge, Skills and Abilities

• Thorough knowledge of general accounting principles and practices and knowledge of Statutory Accounting Principles.
• Knowledge of processes and procedures related to accounts receivable, accounts payable, general ledger and financial reporting.
• Knowledge of accounting rules and regulations and the policies and procedures of the finance department.
• Reviews financial documents for completeness and accuracy.
• Performs detail work requiring a high degree of accuracy.
• Makes computations and prepares data summaries.
• Analyzes issues from the perspective of the accounting profession.
• Analyzes complex issues and makes critical decisions.
• Interprets, applies and explains applicable laws, codes and regulations.
• Uses initiative and applies innovative thinking.
• Ability to organize and prioritize work.
• Correct English usage, spelling, grammar, vocabulary and punctuation.
• Establishes and maintains effective working relationships in a team environment through written and oral communication.
• Works independently to make critical decisions and analyze complex issues.
• Contributes effectively to the accomplishment of all goals and objectives.
• Obtains and utilizes sensitive information discreetly and objectively.
• Maintains records, prepares reports and conducts correspondence related to the work.
• Skilled in using and maintaining financial software; learns and uses ad hoc reporting systems to query and report on data; and effectively prepares and uses complex Excel spreadsheets.

Qualifications

Experience and Education Qualifications

Senior Accountant

• High School Diploma or equivalent and 10 years of related experience; or
• Associate’s Degree and 8 years of related experience; and
• One of the following industry related certifications: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Management Accountant (CMA), Chartered Property Casualty Underwriter (CPCU), Associate in Insurance Accounting and Finance (AIAF) or equivalent

OR

• Bachelor’s Degree and 5 years of related experience; or
• Master’s Degree and 2 years of related experience

Preferred Qualifications

• Professional accounting designation or high-level insurance designation (CPA, CIA, CMA, CPCU, AIAF or equivalent)