Senior Staff Accountant

Job Juncture
19 Aug 2019
25 Aug 2019
Job role
Contract type
Full time
Client is a growing, P&C Brokerage firm with six offices throughout the US and presence in Latin America and the UK. Because they are growing, the CFO is seeking a Senior Staff Accountant. You should be strong in accounting operations, billings, collections/payables and understand the financial reporting process. Ideally, a background from the insurance brokerage industry and knowledge of Applied Epic systems is would be great.

Scope of the role: cash management, accounting operations, and financial close and reporting.

Cash Management

  • Track daily cash activity and flow of funds between bank accounts and entities
  • Deposit checks and work with accounts receivable for application
  • Complete bank reconciliations
  • Reconcile EPIC cash, trust and other related reports

Accounting Operations

  • Prepare daily journal entries and supporting documentation
  • Work with accounting team to ensure receivable and payable transactions are recorded correctly
  • Assist with reconciling and/or resolving invoicing, carrier payment or other customer discrepancies
  • Maintain financial statement schedules
  • Manage payment of surplus lines and other required taxes

Finance Close and Reporting

  • Record month end journal entries
  • Complete closing activities and EPIC reconciliations
  • Prepare monthly, quarterly and year–end reports
  • Assist with developing budgets
  • Assist with taxes and filings


  • Bachelors Degree in a business or financial related discipline
  • 3 – 5 years of experience in accounting, with a preference to candidates with insurance brokerage experience
  • Proficient in MS Office and knowledge of Applied Epic
  • Excellent time management skills and ability to multi–task and prioritize work
  • Attention to detail and problem–solving skills
  • Excellent written and verbal communication skills
  • Strong organizational and planning skills

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